ContextLogic Holdings Inc logo

ContextLogic Holdings Inc

NEW
OTCPK:LOGC (USA)   Ordinary Shares
$ 12.95 +0.10 (+0.78%) 10:08 PM EST
At Loss
P/B:
2.03
Market Cap:
$ 592.51M
Enterprise V:
$ 1.24B
Volume:
21.09K
Avg Vol (2M):
99.89K
Trade In:
Volume:
21.09K
At Loss
Avg Vol (2M):
99.89K

LOGC Number of Guru Trades

To

LOGC Volume of Guru Trades

To

Gurus Latest Trades with OTCPK:LOGC

No Available Data

OTCPK:LOGC is held by these investors

No Available Data

ContextLogic Holdings Inc Insider Transactions

No Available Data

Guru Commentaries on OTCPK:LOGC

2025 Q4
Plural Partners Fund Letter 2025 Q4
What the manager wrote

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

Total 0
  • 1