OTCQB
LOGC
6 stories
$691M Market cap · 2026-10-06
$LOGC victory lap...2x in ~15 mo. More room to run as they continue to buy highly-moated assets w/pricing power and pay no tax for decades due to the NOLs. 10+ year compounder. David Abrams agrees. Stock will probably fade some post the rights ($9 rights). ~25x '27 FCF today
ContextLogic will acquire specialty-solvent maker gChem for $850 million, funded by a $650 million rights offering and $250 million of…
ContextLogic’s US Salt holds about 23% of the US and Canadian pharmaceutical-grade salt market, one of only two suppliers, supporting…
Is contextlogic interesting/worth digging into? $LOGC. I really like the Salt acquisition but seems like they paid a rich multiple for it. Fear this will end up in the graveyard of mini-Berkshires over time
Watches of Switzerland reported 15% constant-currency organic revenue growth and guided FY27 revenue growth of 5-10%, with adjusted EBIT…
ContextLogic is acquiring US Salt for $907.5 million, pairing its $2.7 billion NOLs with an acquisition-led platform backed by Abrams…
Letters that discuss LOGC.
