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.
Wednesday, September 9, 2026
Back to today
From X
BDC on X
Rich also got rich by being a professional stock picker. $EVLV https://t.co/YDU0Suy2a7
Deep Sail Capital on X
The Shortlist - Update 9/9 New Additions: $ARQQ, $BMM, $HQ, $SWMR Link below: https://t.co/vWW3kukaOv
Deep Sail Capital on X
$RUM was a great entry last week, $NUAI now is probably the only one I see
David Orr on X
@SowingAlphaSeed @ScroogeCap I nerded that subject out back in 2018, when i used to dive deeper on things. $GOGO
Myles on X
Ahh, I see we are back to selling everything and buying semis. So much fun, I love investing. At least this time I have a small $SOXS short and a $DXYZ long to make me feel a bit better.
SG on X
$ODD up over 25% premarket on not-horrible results. Sometimes the best opportunities are in moves from bad to ok, rather than good to great. https://t.co/qPmo56jCl8
Lee Roach on X
Once again an awful day to be a 200-IQ $BUR holder
Investor Letters
All letters- Pendelhaven Asset Management B.V. July 2026 DR0 $454MGRVY $464M
- Asset Value Investors Ltd July 2026 079940 $410M
- Forager Funds Management July 2026 BVS $984M
- PenderFund Capital Management Ltd. July 2026 TSAT $746M
- Palm Harbour Capital July 2026 082920 $938M
- Protean Funds July 2026 TRUE-B $584M
- Royce Investment Partners first half of 2026 AIOT $352MPAR $559M
- Protean Funds June 2026 TRUE-B $584MVIVA $349M
$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…
Shattuck Labs: A Receptor-Side Bet On The TL1A Boom
Shattuck Labs pivots to DR3-targeted IBD therapy SL-325, funded through a Phase 2b readout as it competes with anti-TL1A drugs.
Equity Eagle 
Late August 2026 Random Ramblings
Higher rates could compress equity multiples and raise AI data center lease costs, while UWMC and Cogent raise questions about CEO-driven…
The Verra Sneerer (NASDAQ:VRRM)
Verra Mobility renewed Hertz tolling management for five years. AutoKinex lets rental customers buy tolling, fuel and protection products…
ARQQ 2026-08-25 Arqit Quantum: The Little Boat That Couldn't
Arqit Quantum trades at 397.6x FY26 EV/Sales while facing 5.44 million shares of dilution, cash burn and uncertain recurring revenue.
Luis Cortes Dequidt 1 click
US-Canada Tariffs: Finding Investment Opportunities
US-Canada tariffs impose 50% duties on $20 billion of Canadian goods, lifting US steel makers while pressuring Canadian exporters and…
RCEL 2026-08-24 AVITA Medical: Favorable Reimbursements For Skin Wound Care
AVITA Medical’s more predictable reimbursement, RECELL GO rollout and PermeaDerm economics support adoption, with cash flow breakeven…
Myriam Alvarez 4 clicks
WD #355: AUNA/CAAP Earnings, Brazil, USMCA Trade Situation
CAAP reported decent second-quarter earnings and its first dividend, while Brazil rose on an election poll and USMCA trade developments…
Aloe Aloe Aloe what 'ave VERRA then?
Verra Mobility's new seven-year Avis agreement replaces a customer worth over 10% of revenue on materially worse economics, exposing…
Going against the grain on GO Residential
GO Residential’s H&R REIT deal could trigger index purchases of 32 million units and re-rate its Lantower portfolio, despite related-party…
MPTI · long M-tron
M-Tron Industries is pitched as a long on its sole-source role across more than 40 missile, radar and aerospace programs.
Programmatic DSPs
Entravision’s Smadex AdTech unit generated 104% revenue growth and 378% EBIT growth, becoming the main upside driver after Meta ended its…
Green Dot: Creating a Standalone BaaS Bank
Green Dot creates a standalone banking-as-a-service bank.
Hemnet – Broken Moat or Misunderstood Monopoly?
Hemnet’s Swedish listings monopoly has fallen from SEK420 to about SEK160 as growth slows, leaving investors to judge whether its 90% share…
The Priority Technology Situation
Priority Technology received an opportunistic buyout proposal, with its business better suited to remaining public absent a much higher…
(MGGA) Make Guns Great Again
Ruger trades at a $468 million enterprise value, about 7 times normalized free cash flow, with $101 million cash and no debt as gun demand…
GAMCO Investors, Inc. - GAMI
GAMCO Investors trades OTC at a $550 million market cap, with $150 million in excess cash and a 5.2-5.7x operating-income valuation despite…
DDI Double Down Interactive (Brief writeup)
DoubleDown Interactive trades near its $485 million cash balance while generating $150 million of annual free cash flow, with acquisitions…
GCI Liberty: Cheap, Tax Asset, Malone Fatigue?
GCI Liberty trades cheaply, holds tax assets, and faces investor fatigue with John Malone.
Pt III: A High Quality Tech Provider with an Emerging Event-Angle
IMAX China, Hong Kong-listed 1970, is IMAX’s exclusive Greater China licensee, earning box-office-linked fees from premium large-format…
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