u/Who_You_Know

2 theses · first seen Jul 1, 2026
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Past performance does not predict future results. Informational only, not investment advice.

Thesis history

$GEODDbullish
u/Who_You_Know · 3h ago1 prior · awaiting results

The July Trade: BEDS

Geo Group similarly positioned with 20,000+ idle beds as government seeks turnkey detention facilities. Recent earnings doubled YoY with strong guidance raises; Northland analyst raised price target to $40 (35% upside from $29.50), with 80% probability assigned to first facility sale.

Now $29.791m ago
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original post →
$CXWDDbullish
u/Who_You_Know · 3h ago1 prior · awaiting results

The July Trade: BEDS

Government agencies need detention facility bed capacity and have $70B in recent funding. CoreCivic has 20,000+ idle beds ready for immediate use. Benchmark analyst assigns 80% probability to facility sales with $36 price target (30% upside from $30.50), supported by recent strong earnings beat and raised guidance.

Now $30.631m ago
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original post →

End of results.