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

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 $7.5B

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 11 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

OKLO · short

Oklo INC

Oklo is framed as a portfolio basket short and a concept company that could become a compounding short.

OKLO $7.5B

Value Investors Club Jun 5

Hidden in Plane Sight

An aerospace company’s profitable core is obscured by a long-running FAA development program; approval, abandonment, or shrinking losses…

ASLE $266M

The Mikro Kap Jul 26 3 clicks

AirIQ Inc. ($IQ.V) FINS Review

AirIQ’s 2025 revenue rose 17% to $6.5 million, but tax reassessments cut net income 50% and lifted its P/E to 144x.

AILQF $9.5M

Wolf's Substack Jul 26 2 clicks

Gatekeeper Systems ($GSI.V) FINS Review

Gatekeeper Systems’ revenue rebound is overshadowed by $19.3 million in nine-month operating cash burn, swelling inventory and overdue…

GKPRF $139M

Wolf's Substack Jul 23 1 click

Smart Shooter (TASE: SMSH) — The Company That Teaches an Ordinary Rifle to Hit a Drone

Smart Shooter sells AI-enabled rifle sights that track drones and release shots only when likely to hit, trading near 55 times likely 2025…

ESMR $1.9M

Substack von Philipp Jul 23

RI(N)sing higher

RIN prices near all-time highs reflect tighter renewable-fuel mandates, a shrinking credit bank, and biodiesel production shortfalls.

FF $244M

Treasure Hunting Jul 21 4 clicks

$PRKS: SeaWorld, an 8% cash yield, and a possible 80% short squeeze | Hawkins Entrekin

United Parks trades at 8x EBITDA with an 8%+ unlevered cash yield, aggressive buybacks and roughly 80% effective short interest, while…

PRKS $1.6B

Yet Another Value Podcast Jul 20 2 clicks

Getting Paid 10% for a Ringside Seat at the Braemar Circus with a potential 2x payout

Braemar’s BHR-PB preferred trades near $13 against a $25 liquidation preference, yielding 10% amid hotel sales, a $480 million Ashford…

BHR $124M

Triple S Special Situations Investing Jul 20 5 clicks

On Holdings: Maintaining Pace

On Holdings expects roughly CHF 3.5 billion in FY26 revenue as running shoes drive growth, while APAC exceeds 20% of sales and apparel…

ONON $9.9B

TSOH Investment Research Jul 20

Clear the DEC?

Diversified Energy (DEC) has paid $21.84 per share in dividends since June 2017 and trades at $13.35 amid a bullish U.S.

DEC $972M

The Oak Bloke Jul 18 3 clicks

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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