Wednesday, September 9, 2026

ContextLogic Acquires gChem (LOGC): Update and Valuation

ContextLogic will acquire specialty-solvent maker gChem for $850 million, funded by a $650 million rights offering and $250 million of debt, expanding Abrams Capital’s acquisition platform.

LOGC $678M

Hidden Gems Investing Sep 8 4 clicks

Sep 7 TGLS $1.6B

WD #357: Tecnoglass/Tariffs, Colombia Mining Boom?, Airports & Airlines

Ian’s Insider Corner 3 clicks

Sep 7 CELH $7.1B

Celsius: The Pepsi Put

TSOH Investment Research 7 clicks

From X

@finphysnerd Sep 9

Myles on X

$HTT: Unlocking the Cash Box A Chinese cash box trading at a fraction of book value and even net cash. The company has been monetising this discount by buying back huge amounts of stock. Founder and CEO owns 50% and may look at privatising the company as the free float shrinks. https://t.co/RYfc4oAF7h

@BlueDuckCap Sep 9

BDC on X

@evanspiegel @elonmusk ... Lets make it happen! $SNAP $SPCX https://t.co/lInJY54AtQ

@BlueDuckCap Sep 9

BDC on X

Think bigger. What about cellular connectivity via Starlink...removes the need for wifi or phone tethering. Flatters Evan's desire to be less screen addicted and more real world connected bc again we take the phone out of the equation. Massive top of funnel sales channel for Elon and Starlink wrt younger generations. $SNAP

@DeepSailCapital Sep 9

Deep Sail Capital on X

@AhmetBiIir I haven’t followed $QMCO much, why is it back up so much?

@KEDM_COM Sep 9

KEDM.com on X

Commercial printing company Cimpress $CMPR authorized a $200m buyback, ~10% of its market cap. Cimpress is a neat company. Often still viewed as a 'good-old-days' model, but steadily shifting the mix from commoditized items (e.g., business cards) to higher value categories like signage, apparel, and packaging, targeting the SME online segment.

@stockgutter Sep 9

SG on X

$RGTI Rigetti CEO Subodh Kulkarni dumps $1.897m worth of shares per Form 144. Expect Form 4 by Monday. https://t.co/ZW8zjL4mZe

@BlueDuckCap Sep 9 1 click

BDC on X

Rich also got rich by being a professional stock picker. $EVLV https://t.co/YDU0Suy2a7

@DeepSailCapital Sep 9

Deep Sail Capital on X

The Shortlist - Update 9/9 New Additions: $ARQQ, $BMM, $HQ, $SWMR Link below: https://t.co/vWW3kukaOv

On Holding $ONON: I Bought the Shoes First, Then the Stock

On Holding $ONON combines a high-margin direct-to-consumer footwear model with replacement-driven demand, after Q2 2026 sales rose 21.6%…

ONON $9.9B

Substack von Philipp Sep 7 5 clicks

National Vision Holdings: Higher Ticket Prices Can't Mask Falling Foot Traffic

National Vision Holdings' 2.2% same-store sales growth masked a 4.9% transaction decline, while inventory rose 37% and deferred marketing…

EYE $1.3B

Number Cruncher Sep 7 1 click

Titan Mining Q2 Update

Titan Mining reported Q2 revenue of $25.7 million and adjusted EBITDA of $9.6 million as zinc output rose, while advancing its Kilbourne…

TII $309M

Sylence Capital Sep 6 4 clicks

X-Energy Could Be Building One Of Nuclear Energy's Most Valuable Platforms

X-energy targets $1.8 billion in annual revenue and more than 42% gross margins by 2032 through reactor IP, project services and…

XE $4.7B

Simple Investment Ideas Sep 6 2 clicks

The Fed Is Going to Lose the Bond Market and I Found the Asset That Gets Paid When It Does

Rayonier’s 4.0 million acres are valued at $393 an acre after other assets, versus $1,200 to $1,800 cutover-land sales, framing the timber…

RYN $6B

The Value Road Sep 4 27 clicks

TSOH Weekly Roundup (09/04/2026)

TSOH Weekly Roundup covers Costco’s $4.99 chicken supply chain, Celsius’s 20% energy-drink share, and California utilities’ wildfire…

CELH $7.1B

TSOH Investment Research Sep 4 5 clicks

A Busted Businesses or a Cyclical Bottom?

Two U.S. protein-snacking companies lost $6 billion in market value as impairments, inventory growth and margin pressure test whether the…

SMPL $896MBRBR $1.1B

The Value Road Sep 2 11 clicks

Fastly: Record Q2 Confirms The Platform Inflection

Fastly's Q2 revenue rose 23%, while Security and Compute reached a $200 million run rate and drove record profitability.

FSLY $4.1B

Miletus Research Sep 2

EVC Update

EVC reported a solid second quarter and outlook.

EVC $727M

Nat Stewart - Stock Picking Newsletter Sep 1 15 clicks

$LMB: Limbach missed the data center boom. Is that the opportunity? | 1 Main Capital

Limbach's EBITDA fell 30% as organic revenue declined, but 1 Main Capital calls the weakness temporary and views CYMCOR as its first…

LMB $623M

Yet Another Value Podcast Sep 1 9 clicks

YOU · short

Clear Secure INC

Clear Secure's Clear Plus subscription business is nearing maturity despite recent bookings strength, supporting a short thesis on YOU.

YOU $5.2B

Value Investors Club Jun 3

TIC Solutions Update: New performance framework and a path to $26+ per share.

TIC targets $3 billion of 2029 revenue, 18% adjusted EBITDA margin and 85% free cash flow conversion, requiring roughly $400 million of…

TIC $2B

Kairos Research May 22

Vidrala

Vidrala has grown from a Spanish glass-container maker into a multi-country packaging platform with expanding Latin American exposure.

VDRFF $3.6B

smallvalue. May 19 6 clicks

Everspin Technologies: Memory Error

Everspin Technologies, a $900 million MRAM maker, has surged 300% in weeks as AI speculation blurs distinctions among memory chips.

MRAM $421M

Kerrisdale Capital May 19

Weekend Digest #344: Colombia Election, CAAP New Dividend, May Buy & Hold Purchases

Colombian election risks for Grupo Aval, CAAP's near-doubled Q1 EPS and new dividend, and May buy-and-hold purchases.

CAAP $4BAVAL $6B

Ian’s Insider Corner May 18

Inter, Nu, MercadoLibre Earnings & Outlook + LatAm Political Considerations

Inter, Nu and MercadoLibre reported 38%, 53% and 51% revenue growth, respectively, as Latin American political and macro risks drove a…

INTR $2.5B

Ian’s Insider Corner May 17

ROAS to Riches

Entravision’s Smadex AdTech segment grew Q1 2026 revenue 204% and generated over $34 million of EBIT, becoming 78% of sales and the core…

EVC $727M

The Mikro Kap May 17 3 clicks

Transocean / Valaris Merger: DOJ's Second Request, Is it a Bust?

Transocean's acquisition of Valaris faces a DOJ second request, putting the offshore-drilling merger's antitrust approval and closing…

RIG $6.2BVAL $5.8B

Open Insights May 15

Compass Pathways: Deep Dive Analysis

Compass Pathways plans a Q4 2026 NDA submission for COMP360, a synthetic psilocybin treatment for resistant depression, backed by $466…

CMPS $2.1B

Hated Moats May 15

Malone U-Turns on Liberty Latin America | GLIBK

GCI Liberty reversed its planned Liberty Latin America share swap with John Malone, who will buy GCI’s $107 million LLA stake at cost after…

GLIBA $980MLILA $1.7B

Hidden Gems Investing May 14

Wednesday, September 9, 2026

Myles on X

BDC on X

BDC on X

Deep Sail Capital on X

KEDM.com on X

SG on X

BDC on X

Deep Sail Capital on X

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