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Added to YB: 2025-07-08

Pitch date: 2025-07-04

LOGC [bullish]

ContextLogic Inc.

+5.67%

current return

Author Info

No bio for this author

Company Info

ContextLogic Inc. does not have significant operations. It focuses on identifying, evaluating, and executing strategic opportunities.

Market Cap

$208.1M

Pitch Price

$7.05

Price Target

15.00 (+101%)

Dividend

N/A

EV/EBITDA

-1.93

P/E

-10.21

EV/Sales

8.73

Sector

Broadline Retail

Category

special_situation

Show full summary:
Weird Shit Investing 2025 - ContextLogic Inc.

LOGC: Trades at $6.7/share (cash value) but with $13.4/share in tax assets (NOLs). Ex-Wish.com shell with no operations, minimal burn ($1m/quarter). CEO (activist) & BC Partners (40% ownership) highly incentivized to make acquisition in next 6 months. Fair value $10-15/share. Asymmetric upside from current level.

Read full article (2 min)