Year II · No. 665 · 1,823 entries Tuesday, October 27, 2026 ES EN Get the weekly digest

Thesis Almanac

US · 1 entry · 1 publication

LOGC

ContextLogic Holdings Inc.

Entries
1
Bullish
1
Bearish
0
First
Aug 19, 2026
Latest
Aug 19, 2026

▲ 1 bullish ▼ 0 bearish · 0 no stance

More bullish than bearish among those that state a stance.

Jan 25 – Oct 26 · per month

Full performance tracking Pro · free during launch

Alpha of every thesis on LOGC at 1, 3 and 6 months and since publication, and the full chart vs its benchmark.

Free during launch: log in or sign up with your email to see it.

Sign up free

Timeline

Newest to oldest
  1. August 2026 1 entry

    Substack · Kairos Research

    ContextLogic

    ContextLogic is building a portfolio of high quality niche businesses and there is a good case to be made that this is just the first inning of a long game.

    BullishLOGC2,933 words

    Since publication +35.9% α +36.3 pp vs S&P 500 · USD

Prices as of the Oct 27, 2026 close. Past performance does not guarantee future results. Price-only, excluding dividends, in local currency. Data may be delayed or inaccurate. Not investment advice. How it is calculated.