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 $682M

Hidden Gems Investing Sep 8 5 clicks

Sep 7 TGLS $1.6B

WD #357: Tecnoglass/Tariffs, Colombia Mining Boom?, Airports & Airlines

Ian’s Insider Corner 3 clicks

Sep 6 TII $309M

Titan Mining Q2 Update

Sylence Capital 4 clicks

From X

@ToffCap May 11 1 click

ToffCap on X

Whenever there's a very strong move on earnings, I always check it out and almost always add / buy. From experience I know that the market generally doesn't price strong news properly. At best, most often the share price will only reflect the earnings dynamics, but not any multiple rerating. And in case of VERY strong earnings (such as $EVC) the market will not even price those properly, leaving plenty to go for the price on both earnings and multiple rerating. People in it for a trade will sell down on the massive move. Those that made a bundle might also, as the position becomes too large. And others who missed it are biased in buying something that already ran so much. This often leads to a few days of 'pressure', and a good moment to add. And then the market does its work.

@Fierce__beast May 11

Fierce_beast on X

the bear case for $udmy / $COUR https://t.co/fN3TS2Jmm3

@marginofdanger May 9 1 click

marginofdanger on X

The SF housing market is on fire. Should bode very well for $FPH's Candlestick project, including finding financing partners. https://t.co/vFjXoS2coK

@TimyanBankAlert May 8

Timyan Bank Alert on X

@DrSichuan at this rate, a few more. I'm amazed people keep voting for Chevis' slate. He had ten years where he could have and should have sold to $FBMS for a large premium to today's price. The $PFBX over Chevis decades-long regime is anemic.

@TimyanBankAlert May 7

Timyan Bank Alert on X

Stilwell group nominee for $PFBX board inches closer every year. https://t.co/nT7keZuDLT

@LittleOwlRes May 7 1 click

Little Owl Research on X

My report on $RAVE for anyone interested. https://t.co/heQF6riN6X

@psyopcapital May 6

Psyop Capital on X

https://t.co/T8yX0dSc2e $OTCM rev +15% EBIT +19%

@psyopcapital May 5 2 clicks

Psyop Capital on X

@finphysnerd $cme and $otcm are in this category and are reasonable

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…

XE $4.7B

Simple Investment Ideas Sep 6 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…

SMPL $848MBRBR $1B

The Value Road Sep 2 12 clicks

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 $211M

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 $522M

Equity Eagle Sep 2 2 clicks

EVC Update

EVC reported a solid second quarter and outlook.

EVC $725M

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 $69M

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 $260M

Yet Another Value Blog Sep 1 4 clicks

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%…

FUN $1.3BPRKS $1.5B

Sanjay Swamy Sep 1 1 click

PESI · long

Perma-fix Environmental Svcs

Perma-Fix Environmental Services (PESI) is presented as a long investment idea.

PESI $335M

Value Investors Club Jun 11 1 click

Fundamentals Turn In Favor Of Farmland Partners

Farmland Partners trades at 70% of NAV, with farmland appreciation, commodity prices and crop insurance supporting earnings beyond AFFO.

FPI $471M

Dane Bowler Sep 8

[WAY – Waystar] Healthcare is a very complicated invoice

Waystar sells revenue-cycle software for a US claims process where roughly 18% of submitted claims are initially denied and healthcare…

WAY $4.9B

scuttleblurb Aug 31 5 clicks

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

Ultragenyx ($RARE): A Catalyst-Driven Thesis With Asymmetric Upside

Ultragenyx targets $730-760 million of 2026 revenue after GENGLYCOS approval, with UX111’s FDA decision and GTX-102 Phase 3 data due in…

RARE $1.4B

Hated Moats Aug 30

FTRE 2026-08-30

Fortrea Holdings: The Turnaround Is Showing Up In Earnings Before Revenue

Fortrea’s adjusted EBITDA rose 24% in H1 as cost cuts outpaced a 3.4% revenue decline, while new business awards increased 19%.

FTRE $1.9B

Manimala Misra Aug 30 2 clicks

NTG Clarity Networks ($NCI.V) FINS Review

NTG Clarity’s $18.6M of Q2 service revenue sat in contract assets, while $4.6M cash burn cut cash to $2.85M and raises liquidity concerns.

NYWKF $12M

Wolf's Substack Aug 28 8 clicks

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…

UWMC $1.9BCCOI $398M

Yet Another Value Podcast Aug 27 13 clicks

The Verra Sneerer (NASDAQ:VRRM)

Verra Mobility renewed Hertz tolling management for five years. AutoKinex lets rental customers buy tolling, fuel and protection products…

VRRM $505M

The Oak Bloke Aug 27 6 clicks

BHVN 2026-08-27

Biohaven: Sale Of Opakalim Rights To SK Biopharmaceuticals Makes Sense On Many Levels

Biohaven’s $795 million global opakalim licensing deal with SK Biopharmaceuticals boosts cash, lowers R&D spending and extends its funding…

BHVN $2.1B

Edmund Ingham Aug 27 1 click

Wednesday, September 9, 2026

ToffCap on X

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Psyop Capital on X

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