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
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Redfern Research 
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ContextLogic
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Jumia
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Cashing In on the OTC
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