LOGC Number of Guru Trades
LOGC Volume of Guru Trades
LOGC Daily Net ETF Flow
Dollars ETFs put into or pulled out of LOGC each day, net of sells, against the share price.
LOGC Daily Net ETF Share Flow
Shares ETFs added or removed each day, net, as a share of LOGC's shares outstanding, against the share price.
Gurus Latest Trades with OTCPK:LOGC
OTCPK:LOGC is held by these investors
Top ETF Buyers
What each ETF bought and sold in this stock over the period, from the same daily data as the charts above. Sorted by net amount, so sorting ascending brings the heaviest sellers to the top.
ETF Ownership
Every ETF holding the stock, largest position first. Change covers the gap between each fund's last two reports, so a fund that held still shows none.
Guru Commentaries on OTCPK:LOGC
ContextLogic was a company with no operating business, $300mm in cash, and $2.9bn in net operating losses (NOLs). The investment thesis was centered around the monetization of its tax assets. The company announced an acquisition of US Salt for $908mm, which was funded through partnerships with BC Partners and Abrams Capital. While the acquisition was impressive, it was done at a high valuation of 19x project EBIT, leading to a gradual use of the NOLs. The manager exited the position as the investment never reached the base case valuation, despite a 40% return in 14 months, indicating a belief that the risk was minimal at the entry price.
News about OTCPK:LOGC
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