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
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.
Investor Letters
All letters- Pendelhaven Asset Management B.V. Q3 2026 DR0 $469MALM $4.2B
- Protean Funds August 2026 BVNKF $2.4BSUSRF $251M
- Asset Value Investors Ltd July 2026 4549 $498M8011 $231M
- PenderFund Capital Management Ltd. July 2026 NEO $1.1BVNP $1.9B
- Lindsell Train Limited July RMVEY $3.5B
- Kernow Asset Management July 2026 CKNHF $2.1BCMCX $2.6B
- Forager Funds Management July 2026 4733 $4B
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…
Simple Investment Ideas 2 clicks
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…
Sangamo Bankruptcy (SGMOQ)
Sangamo Therapeutics’ Chapter 11 asset sales leave common equity tied to $100 million in PTC Fabry therapy approval milestones and a…
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…
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…
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
Limbach's EBITDA fell 30% as organic revenue declined, but 1 Main Capital calls the weakness temporary and views CYMCOR as its first…
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.
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…
Six Flags And United Parks: Two Different Answers To The Same Demand Problem
Six Flags’ attendance rose 4% while comparable crowd intensity was nearly flat, and both it and United Parks grew deferred revenue about 2%…
Sanjay Swamy 1 click
GENI · long Genius Sports LTD
Genius Sports, a sports data and adtech provider, is pitched as a re-rating opportunity obscured by acquisition noise.
ALTO- ALTO ingredients
ALTO Ingredients trades near half of book value after plant upgrades and lower corn prices set up a recovery in crush margins and cash flow.
Cronos Group Update: A multi-bagger in the making?
Cronos Group's Q2 net revenue rose 46% to $27.8 million as Canadian cannabis volumes and market share grew, while its cash balance remained…
Notes and Updates
ECIP recipient banks could repurchase Treasury preferred shares at steep discounts, potentially lifting book value, while Hawaiian Electric…
Inflecting Drone Company w/ Near-Term (+300% vs. -30%) Binary Event ($RCAT)
Red Cat’s Teal Drones is one of two remaining candidates for a $600 million to $1 billion-plus U.S.
JBG Smith
JBG Smith trades at an estimated 40% discount to NAV, backed by National Landing multifamily assets, Amazon HQ demand and $1.3 billion of…
10x or Bust? Pure Play Fighting GLP-1 Side Effects ($IBIO)
IBio’s $20 million, debt-free valuation is a high-risk bet that it can partner a myostatin inhibitor for GLP-1-related muscle loss before…
Sweet or Sour? Candy Co. Doubling Rev YoY at 6x NTM P/E ($SOWG)
Sow Good trades below 6x NTM earnings after retiring debt and raising $12.8 million to expand freeze-dried candy capacity amid rapid…
(I)nbound (M)igrants (X)panding (I)nternational Remittances
International Money Express trades at roughly 5x forward EV/EBITDA despite growth, modest leverage and excess cash available for…
IOFNF- Iofina (buy)
Iofina’s IO10 iodine plant is due in Q3 2024, adding 100 to 150 metric tons of capacity while higher brine costs pressure earnings.
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Every account on this site, hand-picked.
⚽️📡
💥PETITION💥
A Capital
AltayCap
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BDC
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catechwilliams
Charles Frischer
Chris Camillo
Clark Square Capital
Cluseau Investments
Colin King
Connor Haley
Conor Maguire | Value Situations
Convequity
David Orr
Deep Sail Capital
Devin LaSarre
DOMO Capital Management, LLC
Edwin Dorsey
Evan Tindell
Farmer
Fierce_beast
Fred Liu
Gavin Baker
Ian Bezek
Idea Brunch
JabroniCoin.USD
John_Hempton
junkbondinvestor
kab60
KEDM.com
Laughing Water Capital
Lee Roach
Little Owl Research
Maius
Maj Soueidan
marginofdanger
mavix
Mike
Mikro Kap David
Multiples Capital
Myles
Nat Stewart
Negligible Capital
Odd Lot Arbitrageur
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Prepared Remarks
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RiverRoadPartners
Rusholme Capital
Sahil Khetpal
SG
Tim Eriksen
Timyan Bank Alert
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ToffCap
Trevor Scott
Voss Capital
Yaron Naymark
Investor letters we follow
- 1851 Capital
- Aikya Investment Management
- Akre Capital Management, LLC
- Alluvial Capital Management
- Alpinum Investment Management AG
- Ariel Investments
- Artisan Partners
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- Lindsell Train Limited
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- Markel Group
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- O'Keefe Stevens Advisory
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- PenderFund Capital Management Ltd.
- Pershing Square Holdings
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- Royce Investment Partners
- Sequoia Fund
- Southeastern Asset Management
- Third Avenue Management
- Tweedy, Browne
- Upslope Capital Management
- Vulcan Value Partners
- Wedgewood Partners
- Weitz Investment Management
- White Falcon Capital Management
Sectors
Ordered by how often our editor reaches for them.
