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
Deep Sail Capital on X
@AhmetBiIir I haven’t followed $QMCO much, why is it back up so much?
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
JabroniCoin.USD on X
FT on Huawei’s quest. China WFE looking stronger. SMIC, CXMT and YMTC are all customers of US listed ACM Research $ACMR https://t.co/KJmyqHFa17
David Orr on X
@SowingAlphaSeed @ScroogeCap I nerded that subject out back in 2018, when i used to dive deeper on things. $GOGO
Investor Letters
All letters- Pendelhaven Asset Management B.V. Q3 2026 DR0 $509MALM $4.1B
- Protean Funds August 2026 BVNKF $2.4BSUSRF $251M
- Asset Value Investors Ltd July 2026 4549 $496M8011 $231M
- PenderFund Capital Management Ltd. July 2026 NEO $994MVNP $1.6B
- Lindsell Train Limited July RMVEY $3.7B
- Kernow Asset Management July 2026 CKNHF $2BCMCX $2.6B
- Forager Funds Management July 2026 4733 $4B
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A Busted Businesses or a Cyclical Bottom?
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Sangamo Bankruptcy (SGMOQ)
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Equity Eagle 2 clicks
EVC Update
EVC reported a solid second quarter and outlook.
$LMB: Limbach missed the data center boom. Is that the opportunity? | 1 Main Capital
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Six Flags’ attendance rose 4% while comparable crowd intensity was nearly flat, and both it and United Parks grew deferred revenue about 2%…
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MGRC · long Mcgrath Rentcorp
McGrath RentCorp's conservatively financed hard assets, pricing growth and a struggling competitor, WSC, underpin the long thesis.
US-Canada Tariffs: Finding Investment Opportunities
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Portillo’s: Strategic Reset
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UEC 2026-08-24 Uranium Energy Ranks High Among The Bravest Companies I Ever Covered
Uranium Energy Corp. is withholding production at low uranium prices while funding mine development through future share issuance.
Marc Gerstein 3 clicks
Planet Fitness: The $10 Gym That Grew Into a Franchise Machine
Planet Fitness runs 2,930 clubs and 21.5 million memberships through an asset-light franchise model funded by $15 monthly dues, royalties…
WD #355: AUNA/CAAP Earnings, Brazil, USMCA Trade Situation
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UUUU 2026-08-22 Energy Fuels: The Largest Combined Uranium And Rare Earth Company In North America
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Guest Post: Eton Pharmaceuticals (ETON)
Eton Pharmaceuticals licensed rare-disease medicines, raised revenue guidance twice and climbed more than fourfold from its February 2026…
OPLN 2026-08-22 Private Equity Exit Offers Opportunity At Openlane
OPENLANE trades near $34 after Apax Partners’ exit, with a $25 million buyback and FY2026 adjusted EBITDA guidance raised to $385–$400…
Mike Arnold 1 click
$ELAL: El Al is a wartime monopoly at 2x EBITDA. Is that a trap? | ASB Partners
El Al trades near 2x EBITDA after wartime near-monopoly profits, with $1.3 billion of net cash and owned aircraft weighed against…
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