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

@TheBenSchmark Aug 26 1 click

JabroniCoin.USD on X

How many times will Peltz rug $WEN with totally not-fake bids? https://t.co/7YmTsnbaZy

@BlueDuckCap Aug 26 3 clicks

BDC on X

Legal issues for social media is all the more reason for $SNAP and @evanspiegel to do right be long suffering shareholders and spin off Specs, which given the form factor and price point will be DOA wrt mass market appeal. The tech is cool and worth something, but its not a commercially viable product yet. Time to spin it and raise capital for it via minority investors, not SNAP shareholders.

@KEDM_COM Aug 26

KEDM.com on X

GungHo Online Entertainment $3765.JP has spent more than a decade living off Puzzle & Dragons, drifting into irrelevance. This could be over, and we might finally see some value unlock. Strategic Capital mounted a year-long activist campaign, forcing the company’s long-time boss out. So now we have a new CEO (with a big pay cut compared to the previous chief) and a TSR-linked incentive plan. But this is not the most interesting part. GungHo holds a stake in Gravity $GRVY (~59%). Worth more than GungHo’s entire enterprise value. Gravity itself is interesting, btw: profitable and with a net cash position equal to its market cap. Now let’s see if Strategic can get this thing over the finish line.

@TheBenSchmark Aug 26 2 clicks

JabroniCoin.USD on X

YMTC is another top customer of $ACMR ACM Research seems to be the most clear direct US-listed beneficiary of the inevitable Chinese memory wave https://t.co/zrRv9YQSXQ

@BlueDuckCap Aug 26 1 click

BDC on X

$SNAP sub model pivot is underappreciated. Evan said subs can reach 7-12% of MAU, per their own case study analysis on paid penetration. At 971mn MAU as of Q2, that means 68mn subs at 7% penetration vs the current 3.3%. At the Q2 ARPU runrate, that implies just under $3B in annual revenue and suggests that there remains considerable runway on the subscription side vs the $1.2B sub revenue runrate in Q2.

@DeepSailCapital Aug 26

Deep Sail Capital on X

RUM Group ($RUM) formerly Rumble - More dilution chasing that dragon https://t.co/TBLsCx23T6 https://t.co/AwdyTpN79I

@ActAccordingly Aug 26 1 click

PAA Research on X

Back to back days with 30%+ moves in the retail space. Today it's $ANF with a 30%+ move higher. This wasn't supposed to happen in the age of "alt data" and credit card panels. Instead, single stock vol in the retail space is higher than ever. Market structure is a big part of it (See my 5 "P"s" rubric). However, in this case you can't help but wonder how alt data is driving EXTREME levels of group think in individual stocks. One thing is certain, $ANF is a trader's delight, if you can get it right....

@finphysnerd Aug 26

Myles on X

A lot of software stocks looking like juicy shorts again after this bounce. $XRO.ax makes no sense to my mind at the current valuation. $ASAN up 40% in 3 months despite being unprofitable and a likely AI victim. $BL is super expensive still for low growth. To name a few.

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

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

Oklo Inc.: The AI Power Trade Is Getting More Tangible

Oklo’s Q2 progress includes Groves’ first criticality and Aurora agreements, while equity dilution cut its price target to $88 despite a $3…

OKLO $7.3B

The Curious Analyst Sep 4 1 click

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 12 clicks

Sangamo Bankruptcy (SGMOQ)

Sangamo Therapeutics’ Chapter 11 asset sales leave common equity tied to $100 million in PTC Fabry therapy approval milestones and a…

SGMO $58M

Triple S Special Situations Investing Sep 2 6 clicks

An ATM that starts to spit out cash

Andrada Mining’s Uis ore sorter targets higher tin grades and lower unit costs after FY26 operating cash flow reached £4.7 million, but…

ATMTF $211M

The Oak Bloke Sep 2 7 clicks

Tectonic Therapeutic: Competitor Data Strengthens The TX45 Bull Case

Tectonic Therapeutic's TX45 CpcPH-HFpEF program gains support from Merck's CADENCE data; Phase 1b hemodynamics and cash through Q1 2029 set…

TECX $522M

Equity Eagle Sep 2 2 clicks

PESI · long

Perma-fix Environmental Svcs

Perma-Fix Environmental Services (PESI) is presented as a long investment idea.

PESI $369M

Value Investors Club Jun 11 1 click

Fundamentals Turn In Favor Of Farmland Partners

Farmland Partners trades at 70% of NAV, with farmland appreciation, commodity prices and crop insurance supporting earnings beyond AFFO.

FPI $478M

Dane Bowler Sep 8

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

IEH Corporation: Research Note

IEH Corporation won $6.5 million of APKWS orders, lifting backlog above $45 million as defense connector demand drives capacity expansion.

IEHC $72M

Atrium Research - Equity Research Sep 1 1 click

Lumen Technologies - Accumulate $6-$8.30; STP<$6; PT >$12 - Q2 FY12/26 & Outlook

Lumen is shedding consumer lines for data-center services; $9.2 billion of deferred revenue, up 72%, supports its enterprise order book…

LUMN $6.7B

Cestrian Capital Research. Sep 1

MDA Space: Houston, We Have a New Position

MDA Space is added to the Aurelion Index after hiring engineers, signing large contracts and expanding facilities; the thesis cites…

MDA $5.2B

Aurelion Research Sep 1 5 clicks

GoPro sold itself at 9:20 AM to get ahead of a meme stock

GoPro rushed out its Starman Optical merger after Markiplier-driven buying sent GPRO up roughly 90% premarket, offering shareholders $1.14…

GPRO $268M

Yet Another Value Blog Sep 1 4 clicks

Cleveland-Cliffs: 2027 Could Be A Very Big Year

Cleveland-Cliffs' 2027 upside depends on contract resets and Stelco earnings, while management directs free cash flow to deleveraging…

CLF $6.9B

The Bullionaire Sep 1 1 click

[WAY – Waystar] Healthcare is a very complicated invoice

Waystar sells revenue-cycle software for a US claims process where roughly 18% of submitted claims are initially denied and healthcare…

WAY $4.9B

scuttleblurb Aug 31 5 clicks

Wednesday, September 9, 2026

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BDC on X

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