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

CNR · long

Core Natural Resources INC

Core Natural Resources is a US metallurgical and thermal coal producer formed in January 2025 through the merger of CONSOL Energy and Arch…

CNR $4.5B

Value Investors Club Jun 1 1 click

Capitulation in packaged food consumer staples?

Conagra’s CEO change and 9% yield intensified a packaged-food selloff, while General Mills trades near historical valuation lows despite…

CAG $7.3B

Nugget Capital Partner's Substack Apr 13

Performance & Portfolio Update: Q1 2026

Portfolio update reports a 20.5% Q1 loss, led by WeightWatchers’ 61% decline, while adding Bumble, Oscar and Shift4.

BMBL $376MOSCR $9.9B

Modern Value Investing Apr 8

Single Stock Spotlight #6: Huntsman (HUN)

Huntsman’s $800-$900 million mid-cycle EBITDA and 8-10x historical EV/EBITDA imply $30-$40 per share, versus roughly $13, after a chemicals…

HUN $1.6B

Hidden Rock Capital's Newsletter Apr 8

Updates: Judges Scientific, Jet2, XPEL (JDG, JET2, XPEL)

Judges Scientific reported 6% organic revenue growth, but US sales fell 22%; NIH funding release and a Geotek coring expedition are its key…

XPEL $1.2B

Hidden Gems Investing Apr 7 1 click

AXT’s Tongmei Problem: Great Asset, Fragile Economics

AXT’s 85.5%-owned Tongmei depends on offshore pricing, export approvals and transfer-pricing economics despite AI-optics demand.

AXTI $4.2B

Maius Partners Apr 2 7 clicks

AI turned my Report into a Video

Google’s NotebookLM turned a 30-page Douglas Dynamics report into an 8-minute video, while Custom GPTs screen earnings transcripts for…

PLOW $920M

Hidden Gems Investing Apr 1

Alta Fox PBH CN Presentation

Premium Brands Holdings faces margin expansion and free-cash-flow growth as a six-year investment cycle ends, while Alta Fox says its…

PBH $2.2B

Research - Alta Fox Capital Apr 1

Water and Power: The Dual Engines Driving LandBridge’s Explosive Growth

LandBridge outlined $300 million in pore-space free cash flow within five years; its Permian data-center project remains proof of concept.

LB $6.8B

310 Value’s Newsletter Mar 26 3 clicks

Single Stock Spotlight #5: Core Natural Resources (CNR)

Core Natural Resources (CNR) trades at 6 times normalized free cash flow, with export thermal coal exposure positioned for LNG disruption…

CNR $4.5BAMR $2.2B

Hidden Rock Capital's Newsletter Mar 24

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

Investor Letters

Publications we follow

Newsletters 91

YouTube 4

Blogs 12

Seeking Alpha 29 of 159

X accounts we follow

Investor letters we follow

Sectors