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 $675M

Hidden Gems Investing Sep 8 5 clicks

Sep 6 TII $284M

Titan Mining Q2 Update

Sylence Capital 4 clicks

Sep 2 SMPL $852M

A Busted Businesses or a Cyclical Bottom?

The Value Road 12 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 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

@DeepSailCapital Sep 9

Deep Sail Capital on X

$RUM was a great entry last week, $NUAI now is probably the only one I see

@orrdavid Sep 9

David Orr on X

@SowingAlphaSeed @ScroogeCap I nerded that subject out back in 2018, when i used to dive deeper on things. $GOGO

@finphysnerd Sep 9

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.

@majgeoinvesting Sep 9

Maj Soueidan on X

Putting this out there: I’m betting that $OCC will go green today. If it doesn’t, a top shelf shot is on me for everybody who comes to the next @GeoInvesting / @MSmicrocaps in-person Conference. Hopefully low attendance or lots of “thanks, I’m on a drinking hiatus.” 🤣

@majgeoinvesting Sep 9

Maj Soueidan on X

OH nooo. $OCC .. flat backlog. It will never keep growing. Backlog cadence: •Oct. 2025: $7.3M •Jan. 2026: $10.4M •Apr. 2026: $13.3M •Jul. 2026: $13.5M Half glass full: they maintained record backlog levels. Can’t believe I’m actually defending OCC, now.🤣

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 $60M

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 $195M

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 $466M

Equity Eagle Sep 2 2 clicks

EVC Update

EVC reported a solid second quarter and outlook.

EVC $666M

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 $610M

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 $74M

Atrium Research - Equity Research Sep 1 1 click

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 $275M

Yet Another Value Blog Sep 1 4 clicks

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.

STTK $638M

Equity Eagle Sep 1

Emerge Commerce ($ECOM.V) FINS Review

Emerge Commerce's $44 million COVID-era acquisitions produced losses and impairments, while modestly improved Q2 liquidity leaves its…

EMCMF $11M

Wolf's Substack Aug 30 6 clicks

RR 2026-08-29

Richtech Robotics: An Easy Pass Based On Lackluster RaaS Growth Quality

Richtech Robotics faces 9.5% revenue growth, 159% higher OPEX and a RaaS contract pipeline that fell from $6.6 million to $2.1 million.

RR $383M

Andres Veurink Aug 29 1 click

OFRM · long

Once Upon A Farm Pbc

Once Upon a Farm (OFRM) makes organic baby food, smoothies and kid snacks using high-pressure processing instead of heat pasteurization.

OFRM $690M

Value Investors Club May 27

$50M Cash, No Debt, 0.74x Book: A Deep-Value Machine Tool Setup

A debt-free machine tool company with $50 million in cash trades at 0.74 times book value and below net current asset value.

HURC $140M

The Value Road Jul 10 5 clicks

Corporate dark arts: the strangest 8-K I've ever seen $DMRC

DMRC’s incoming CEO can earn more than $40 million if shares rise roughly fivefold, despite an 8-K warning of substantial doubt about the…

DMRC $114M

Yet Another Value Blog Jul 9 3 clicks

Double Down Interactive (DDI): Update

DoubleU’s $11.25-per-share bid for DoubleDown Interactive values its operating business at 0.25-0.7x EBITDA; minority holders can block it…

DDI $647M

Sylence Capital Jul 8

Weight Watchers International (WW)

WeightWatchers emerged from Chapter 11 with 70% less debt, positive free cash flow and a cash sweep, while Galloway Capital holds 8% and…

WW $142M

Sylence Capital Jul 6

A cheap stock hidden on the OTC

Vaso Corporation’s $33 million market cap is 65% cash, and its GE HealthCare imaging-sales unit generates $6.6–7 million in operating…

VASO $51M

Deep Value Insights Jul 4

PesoRama ($PESO.V) FINS Review

PesoRama’s 0.64 current ratio, operating cash burn and 111% annual dilution offset 36% Q1 revenue growth, despite replacing an 18.5% loan…

PSSOF $87M

Wolf's Substack Jul 2 3 clicks

A Growing Business at a Discount to Its Own Cash

GrabAGun’s $68 million market capitalization sits below $98.5 million net cash, while PEW Logistics and ammunition subscriptions target…

PEW $62M

XIX Value Jun 28

The Biggest Bull Signal On Entravision

Entravision’s lost Meta relationship reset its business model, setting up a bullish case for the company’s recovery.

EVC $666M

The Value Road Jun 26 5 clicks

Char Technologies ($YES.V) FINS Review

Char Technologies’ Q2 brought $700,000 revenue and a $1.36 million net loss, while weak liquidity, related-party loans and dilution raise…

CTRNF $39M

Wolf's Substack Jun 25

Wednesday, September 9, 2026

Myles on X

BDC on X

Deep Sail Capital on X

Deep Sail Capital on X

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Myles on X

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Maj Soueidan on X

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