Reddit Posts
$GEO = Deep Value. Trades at $10, but worth $20-25 based on EBITDA and $40 based on Replacement Cost. (Bonus: Short squeeze potential).
Don't like Trump?... Hedge against his potential win by buying $GEO. And at least you'll make a TON of cash if he gets elected again.
Geo Group NYSE-GEO = Deep Value. Trades at $10, but worth $20-25 based on EBITDA and $40 based on Replacement Cost. (Bonus: Short squeeze potential).
$GEO = Deep Value. Trades at $10, but worth $20-25 based on EBITDA and $40 based on Replacement Cost. (Bonus: Short squeeze potential).
$GEO is a significantly undervalued stock, and now it’s looking to make a comeback.
$GEO = Deep Value. Trades at $10, but worth $20-25 based on EBITDA and $40 based on Replacement Cost.
$GEO is Going Vertical like Maverick in Top Gun... 15% short interest trapped!!
$GEO is Going Vertical like Maverick in Top Gun... 15% short interest trapped!!
$GEO has now hit $10/share. Big milestone reached. Fair value is $20 and shorts (15% short interest) are likely starting to panic!
Do I have to spell it out for yall in WSB baby talk? Correctional facility property is cheap AF rn. Meaning GEO and CXW
$MAXR Maxar Technologies agreed to pay $27M settlement to investors after misleading scandal
$MAXR Maxar Technologies agreed to pay $27M settlement to investors after the misleading scandal
anyone have a lil insight on Geovax Labs?
Cerrado Gold: Stability & Growth – Q2 Production Results
Cerrado Gold Q1 2023 Results: Gearing Up for Production Growth
GEO Group stock slides after Q1 earnings fall, poor outlook (NYSE:GEO)
Cerrado Gold Announces 6% Gold Production Increase in 1Q 2023
Laurion Mineral Exploration LME LMEFF - A Buffett Worthy Investment
Where do you think GEO Groups stock will be in six months from now?
indie stock surges +13% after B Riley praises $180M GEO purchase, ups rating to buy (INDI)
Who else hopped on the Michael Burry train and went in on GEO.
Shortsqueeze potential on a profitable company, GEO!
Charting and watching GEO for an entry when it dips again. Heavily shorted and trending up, but still needs more volume to really kick off.
Going Forward: FFEI has a lot of room to run as it becomes more widely followed (resistance after $1 is fairly weak). $GETY (75%+ short float) and $GEO (30% Short Float/ Fwd PE <9) may start to heat up next week.
$GEO is insanely over-shorted: 37.53% float shorted
JBLU now has more US Govt contracts than KTOS & GEO combined.
$GEO Short Squeeze: The Clearest EOY Opportunity.
Investor Michael Burry recently disclosed his fund’s holdings, showing that he has a large stake in GEO stock. This makes the stock worth looking into, considering how well-known he is for making bold predictions.
When I look at my $GEO positions after getting in mid-August… 😉
Michael Burry’s investment in the The GEO Group (NYSE:GEO) has been profitable
Michael Burry is buying stocks again after selling all of his stocks last August except GEO. In Q3 he purchased more GEO making his portfolio now over 50% in prison stocks. His new buys are QRTEA, CXW AJRD, CHTR, and LILAK
Michael Burry is buying stocks again. Last August, he sold all his stocks except GEO
Prison stock GEO up 7% today, 12% in a month and 34% since April. Not a good sign for humanity. Who else is in? (besides Burrrrry)
Top Ten Reddit Short Squeeze Mentions This Weekend: GME, AMC, MMAT, BBBY, BBIG, APRN, CALM, SEE, GEO - Cal-Maine Foods (NASDAQ:CALM), GEO Group (NYSE:GEO), Vinco Ventures (NASDAQ:BBIG), Sealed Air (NYSE:SEE), Blue Apron Hldgs (NYSE:APRN), AMC Entertainment (NYSE:AMC), Meta Materials (NASDAQ:MMAT), B
Undervalued and potential for a squeeze.
Legend + High Volume $GME Investor(The BiG shORT's)Michael Burry's fund (Scion Asset Management) unloads full Portfolio (x11)positions,re-bought (x1)- $GEO (GEO Group). #Recession proof/Govt secured cash
Michael 'Big Short' Burry Makes Another Dire Prediction
Michael Burry has tweeted "And yet I keep getting asked "wen crash?" with a chart of the S&P 500 movements since 2017. Last May he predicted the S&P 500 could fall to 1,862 and sold all of his US stocks except GEO last month. Do you think a market crash is imminent?
GEO ON WATCH - 2 million float, great chart. Let’s take it to $25
APRN buyback and what it could mean.
Some guy made an investment in this company with the ticker GEO!
Paperhands! Don't create squeezes! BBBY and APRN are still the plays.
Also something to think about that should be on everyone's radar! GEO
VS - VERSUS SYSTEMS & GEO ON WATCH
Something worth seeing with GEO
Burry dumps all stock except for GEO! Prison camps on southern border are coming
Fresh Idea for Degens, Apes, other various and sundry Low-Lifes
$GEO now the only stock Burry owns has 16% SI and 25 days to cover
Fresh Idea for Degens, Apes, and various and Sundry Low Lifes
$GEO let’s go riding with burry $YOLO on $7 and $8 call options expiring Friday 8/19 ride with me retards 💰🍾🙏🏻
'Big Short' investor Michael Burry sold all but one of his stocks last quarter - after warning an epic market crash is coming
LMEFF/LME.V Report & Update - Potential Buyout & 800-1,400% Return
LMEFF/LME.V Report & Update - Potential buyout & 1,000-1,750% return
LMEFF Report & Update - Potential Buyout & 1,000-1,750% Return
LMEFF/LME.V - Laurion Mineral Exploration - Due Diligence & Buyout Target
LMEFF/LME.V - Laurion Mineral Exploration - Due Diligence & Buyout Target
LME.V - Laurion Mineral Exploration - Due Diligence & Buyout Target
Is Michael Burry a hypocrite?
$216,000 Gain....or Can Someone Help With Taxes?
When the San Francisco mayor says it’s “bullshit”, it’s time to buy private prisons
Michael Burry’s Latest Holdings (Scion Asset Management)
Mentions
Asts provides direct connection for smartphones to their sattelites providing 3/4/5G while Starlink only gives Internet. However, eutelsat does both and also has GEO sattelites. You can look it up, my fellow regard
GEO, you can never go wrong with a private prisons with *gestures and around with one hand* going on.
Mixed thoughts about rklb where it is, it's expensive and I'd like a better entry to buy more but at the same time there's no reason why it can't continue moving up. And as others have said, the entire rocket/orbital/LEO/GEO/etc space is going to continue to get bigger (MUCH bigger IMO). RKLB has a good position rn; no real moat but good contracts and a good product. Honestly with all of these stocks people talk about we still need the broader markets to continue upward, and we can talk all day about why it will or won't. I do like your AUR pick though. For other rocket stocks look into ones that provide not just low earth orbit (LEO) but also geosynchronous orbit (GEO) satellites. There are a few repair companies that are interesting and infrastructure/supply chain companies for all of these space/rocket companies are also gonna do well. What a fun time to be involved with all this, even from an investing/trading point of view. Happy Holidays!
Folding solar arrays are used by pretty much all high power GEO satellites. Not some new technology invented by ROSA. Heat dissipation is very complex in space; the cost of cooling is not minimal and does not disappear because you are in a vacuum. Laws of thermodynamics apply here: energy is neither created or lost. All that heat used to power to compute the electronics needs to go somewhere. Ultimately radiators are used to remove the heat into the cold side of the spacecraft. Not saying AI in space is not viable, just pointing out inconsistencies in the OP.
I'm heavily invested in GEO, CXW (prison stocks) waiting for all the bears to lose everything and rob a bank
"Starlink can easily update their satellites to offer bandwidth to existing cell phones too" That is scientifically false and not physically possible lol. Starlink satellites are far too small to offer meaningful bandwidth to cell phones without bleeding into adjacent spectrums. "AST satellites operate at much higher orbits, at a minimum quadrupling latency." Mathematically absurd, ASTS only orbits about 150km higher than Starlink, so about 1-2 milliseconds of latency. Sounds like you are confusing LEO with GEO orbits. It doesn't matter how many satellites Starlink launches, they'll never be able to handle the link loss for cellphones and their tiny antennas, which is why you need to install a Starlink dish to use their service. ASTS has better margins, has lower capex, lower friction, and can easily scale to 5B devices without shipping a single box. They have contracts with ~40 massive telcos vs individually managing millions of customers, and all they have to do for adoption is have ATT or whoever send out a text to their current customers offering satellite service for an extra $5 a month.
CXW and GEO… are there any others? Waiting for entry point for Axon (Police stuff), but there’s unlikely in the near future
Lol bruh I get where you’re coming from but the motherfucker just tweeted like 5 times yesterday all indicating he was still short and is killing it right now. Not to mention you’re flat out wrong and just regurgitating the same shit everyone else echoes about Burry. See if you did your own research you’d understand that most of the time his company is long on specific equities. He was long on Scorpio Tankers at $15, long on McKesson at $170, long on Alibaba at $90, long on Baidu at $80, long on GEO Group at $5, long on The RealReal at $2… the list goes on and on and on. Don’t be a fool
He made a killing on GEO. It was his only holding at one point. He got in around $6, and it went to 30.
He was right about GEO play. That panned out.
Looks like he wasn't patient either and sold the last of his GEO in Q3 2023. If only he had held until early 2025!
GEO calls here for earnings Nov 7. Extremely oversold
God it feels good to be gambling again. I got a good feeling about GEO, it leveled off. Time to test God's forgiveness.
Pretty sure my comments aren’t working, but GEO calls here for free money. Earnings coming up, wayyyy oversold, price targets over double current levels
GEO calls looking like free money here leading into earnings after a 65% drop. Price targets are $35-40
GEO calls here leading into earnings should be free money. Extremely oversold and price targets are all high $30’s
GEO calls. Fair value is $39 according to multiple recent articles. Way oversold here, earnings coming in 2 weeks.
I have GEO calls for their upcoming earnings, seems way oversold And I have DOCU calls because there’s rumor of a takeover?
GEO calls for upcoming earnings on Nov 6. It sold off from the $30’s all the way down to ~$17 range currently. $20 calls are cheap. This rebounds hard
I think he’s been heavily invested in private prison stock GEO.
Bought a ton of GEO, and a lil SBUX and LMT. They just look like bargains right now.
Sold AMR at 120 before climb to 400, sold TSLA at 125, sold GEO at 12 before climb over 35, sold VEON at 26 before climb over 40, sold TKO at 45 before going to 100, sold SATL at 7 before hitting 50
That's true. But what's GEO
You can even walk down the street in many cities. I know it sounds weird, but politicians should actually be locked up if they don't fix it. We don't have to live this way. Calls on GEO.
GEO. Always a good time to buy private prisons stocks
Look up GEO. It's gotten really bad on certain subreddits recently. Checkout r/saas , I think 75% of the posts now are fake bot posts trying to insert their business into it so it ranks on LLMs.
GEO the Charlotte’s Web guru here.
Same here. First heard about CWEB from GEO. Did the DD and seemed like a good niche. Almost back to even with them.
**Should We Be Confident that GEO Wins The ISAP V Contract and What Does the Contract Entail?** Regarding the ISAP V contract up for bid, which is for the provider of ICE electronic monitoring, GEO is by far the best positioned to win this contract and it was seemingly written for them specifically. The bid form includes the same devices that GEO utilizes, almost in the exact same order they are reported bi-weekly as well, along with requirements for having established infrastructure that only GEO has presently. On top of that, if anyone new wanted to throw their hat in the ring they were at an immediate disadvantage considering the bidding process was run for only two weeks and concluded over Labor Day weekend. **In another case of investors and the sell side missing publicly available information regarding electronic monitoring, the ISAP V contract is available** [**here**](https://nam13.safelinks.protection.outlook.com/?url=https%3A%2F%2Fsam.gov%2Fworkspace%2Fcontract%2Fopp%2F548da70d66394aa88734a82efa69e620%2Fview&data=05%7C02%7Cbrian.finn%40findell.us%7C9a9e0fdb2d424c0ac97c08ddef0ad850%7Cfdfdbda0693f4c8aa1a21a2ce8c75c8b%7C1%7C0%7C638929552208342356%7CUnknown%7CTWFpbGZsb3d8eyJFbXB0eU1hcGkiOnRydWUsIlYiOiIwLjAuMDAwMCIsIlAiOiJXaW4zMiIsIkFOIjoiTWFpbCIsIldUIjoyfQ%3D%3D%7C0%7C%7C%7C&sdata=mNb50SLHsAtFkIqMXW9OI5ivI%2FXUTuj%2Fq6WiqPn6wUI%3D&reserved=0) **and we want to point investors to the bid form in Attachment 4 which shows** ***how many individuals per day ICE is targeting for the next two years*** by simply dividing the device days for bid by 365. The modalities outlined tie to what GEO has currently. This is a significant step up from the most recent monitored individuals measure of \~183k and implies \~$650 MM in revenue the first year followed by $826 MM in the following year (based on historic pricing by modality inclusive of bundled offerings paid to GEO by ICE).
Adding some context for readers here - I have spent a lot of time working on this name. **Tl;dr: Daily book-ins are now exceeding daily arrests. With more collateral arrests expected on the horizon we should anticipate a pick-up in electronic monitoring sooner than later (as soon as the next electronic monitoring data release) as available beds (which are already at capacity) are reserved for the remaining \~285k violent criminals roaming the country. GEO looks best positioned to win the ISAP V contract and the bidding sheets suggest a significant expected step up in the amount of individuals ICE aims to monitor.** **Some Context** Following the presidential election, investors’ focus was the timeline and opportunity from GEO winning detention contracts for their idle facilities. This focus was held by the market up until 2Q earnings where we experienced a shift which seemingly took place where investors suddenly began to care primarily about the electronic monitoring business and ignored detention considerations. The stock blew up on the earnings call when they shifted expectations of electronic monitoring to the right. We think that investors are missing some bullish datapoints around detention, electronic monitoring, and GEO’s business as a whole. **When Should We See a Lift in Electronic Monitoring?** Under the current administration, electronic monitoring has been a function of book-ins/bed capacity vs. deportations. While the deportation numbers have not been explicitly reported, it is shockingly simple to back into an educated estimate if any amount of time is spent looking at how deportations actually function and ICE Air’s capacity limits. ICE Air continuously operates 12-14 planes each with a seating capacity of \~135 individuals. This is a major bottleneck for deportations. These planes do not operate unless they are at capacity, considering (and this should be obvious to the reader) they are only productive in one direction – out of the country. We spoke with an individual close to ICE and learned that these flights are the method of choice for deportations, including to countries like Mexico, as it is unproductive to simply drop migrants off on the other side of the boarder. **CNN recently published an article (linked** [**here**](https://nam13.safelinks.protection.outlook.com/?url=https%3A%2F%2Fwww.cnn.com%2F2025%2F08%2F13%2Fpolitics%2Fice-flights-locations-tracking-maps&data=05%7C02%7Cbrian.finn%40findell.us%7C9a9e0fdb2d424c0ac97c08ddef0ad850%7Cfdfdbda0693f4c8aa1a21a2ce8c75c8b%7C1%7C0%7C638929552208323779%7CUnknown%7CTWFpbGZsb3d8eyJFbXB0eU1hcGkiOnRydWUsIlYiOiIwLjAuMDAwMCIsIlAiOiJXaW4zMiIsIkFOIjoiTWFpbCIsIldUIjoyfQ%3D%3D%7C0%7C%7C%7C&sdata=jVX9UIXehWclLQllNPipRR5gayksem3OJ4BoEuEn64U%3D&reserved=0)**) which outlined 1,038 flights between January 20\*\*\*\*****^(th)** **and July 31****^(st)****. At 135 individuals per flight this is an estimated \~140k removals to date (only a drop in the bucket for the estimated 11.2 MM illegal migrants in the country), or \~730 individuals per day**. **While we are still below the 3k/day figure that the administration wants, current arrest rates are well above the daily deportation measurements. There were \~1,000 arrests per day between the July 31\*\*\*\*****^(st)** **data release and August 9****^(th)****.** **At 730 arrests per day, this would imply a net increase of 2,431 detained individuals over the reporting period. The actual figure was 2,435, a difference of just four individuals**. This is a critical inflection point and leaves the administration/ICE/USMS with the two most likely options of 1) finally signing additional idle bed capacity (failed efforts in GITMO and the brief shuttering of Alligator Alcatraz convey they third party offerings are likely better suited) and 2) ramping electronic monitoring
**Should We Be Confident that GEO Wins The ISAP V Contract and What Does the Contract Entail?** Regarding the ISAP V contract up for bid, which is for the provider of ICE electronic monitoring, GEO is by far the best positioned to win this contract and it was seemingly written for them specifically. The bid form includes the same devices that GEO utilizes, almost in the exact same order they are reported bi-weekly as well, along with requirements for having established infrastructure that only GEO has presently. On top of that, if anyone new wanted to throw their hat in the ring they were at an immediate disadvantage considering the bidding process was run for only two weeks and concluded over Labor Day weekend. **In another case of investors and the sell side missing publicly available information regarding electronic monitoring, the ISAP V contract is available** [**here**](https://nam13.safelinks.protection.outlook.com/?url=https%3A%2F%2Fsam.gov%2Fworkspace%2Fcontract%2Fopp%2F548da70d66394aa88734a82efa69e620%2Fview&data=05%7C02%7Cbrian.finn%40findell.us%7C9a9e0fdb2d424c0ac97c08ddef0ad850%7Cfdfdbda0693f4c8aa1a21a2ce8c75c8b%7C1%7C0%7C638929552208342356%7CUnknown%7CTWFpbGZsb3d8eyJFbXB0eU1hcGkiOnRydWUsIlYiOiIwLjAuMDAwMCIsIlAiOiJXaW4zMiIsIkFOIjoiTWFpbCIsIldUIjoyfQ%3D%3D%7C0%7C%7C%7C&sdata=mNb50SLHsAtFkIqMXW9OI5ivI%2FXUTuj%2Fq6WiqPn6wUI%3D&reserved=0) **and we want to point investors to the bid form in Attachment 4 which shows** ***how many individuals per day ICE is targeting for the next two years*** by simply dividing the device days for bid by 365. The modalities outlined tie to what GEO has currently. This is a significant step up from the most recent monitored individuals measure of \~183k and implies \~$650 MM in revenue the first year followed by $826 MM in the following year (based on historic pricing by modality inclusive of bundled offerings paid to GEO by ICE).
Adding some context for readers here - I have spent a lot of time working on this name. **Tl;dr: Daily book-ins are now exceeding daily arrests. With more collateral arrests expected on the horizon we should anticipate a pick-up in electronic monitoring sooner than later (as soon as the next electronic monitoring data release) as available beds (which are already at capacity) are reserved for the remaining \~285k violent criminals roaming the country. GEO looks best positioned to win the ISAP V contract and the bidding sheets suggest a significant expected step up in the amount of individuals ICE aims to monitor.** **Some Context** Following the presidential election, investors’ focus was the timeline and opportunity from GEO winning detention contracts for their idle facilities. This focus was held by the market up until 2Q earnings where we experienced a shift which seemingly took place where investors suddenly began to care primarily about the electronic monitoring business and ignored detention considerations. The stock blew up on the earnings call when they shifted expectations of electronic monitoring to the right. We think that investors are missing some bullish datapoints around detention, electronic monitoring, and GEO’s business as a whole. **When Should We See a Lift in Electronic Monitoring?** Under the current administration, electronic monitoring has been a function of book-ins/bed capacity vs. deportations. While the deportation numbers have not been explicitly reported, it is shockingly simple to back into an educated estimate if any amount of time is spent looking at how deportations actually function and ICE Air’s capacity limits. ICE Air continuously operates 12-14 planes each with a seating capacity of \~135 individuals. This is a major bottleneck for deportations. These planes do not operate unless they are at capacity, considering (and this should be obvious to the reader) they are only productive in one direction – out of the country. We spoke with an individual close to ICE and learned that these flights are the method of choice for deportations, including to countries like Mexico, as it is unproductive to simply drop migrants off on the other side of the boarder. **CNN recently published an article (linked** [**here**](https://nam13.safelinks.protection.outlook.com/?url=https%3A%2F%2Fwww.cnn.com%2F2025%2F08%2F13%2Fpolitics%2Fice-flights-locations-tracking-maps&data=05%7C02%7Cbrian.finn%40findell.us%7C9a9e0fdb2d424c0ac97c08ddef0ad850%7Cfdfdbda0693f4c8aa1a21a2ce8c75c8b%7C1%7C0%7C638929552208323779%7CUnknown%7CTWFpbGZsb3d8eyJFbXB0eU1hcGkiOnRydWUsIlYiOiIwLjAuMDAwMCIsIlAiOiJXaW4zMiIsIkFOIjoiTWFpbCIsIldUIjoyfQ%3D%3D%7C0%7C%7C%7C&sdata=jVX9UIXehWclLQllNPipRR5gayksem3OJ4BoEuEn64U%3D&reserved=0)**) which outlined 1,038 flights between January 20****^(th)** **and July 31****^(st)****. At 135 individuals per flight this is an estimated \~140k removals to date (only a drop in the bucket for the estimated 11.2 MM illegal migrants in the country), or \~730 individuals per day**. **While we are still below the 3k/day figure that the administration wants, current arrest rates are well above the daily deportation measurements. There were \~1,000 arrests per day between the July 31****^(st)** **data release and August 9****^(th)****.** **At 730 arrests per day, this would imply a net increase of 2,431 detained individuals over the reporting period. The actual figure was 2,435, a difference of just four individuals**. This is a critical inflection point and leaves the administration/ICE/USMS with the two most likely options of 1) finally signing additional idle bed capacity (failed efforts in GITMO and the brief shuttering of Alligator Alcatraz convey they third party offerings are likely better suited) and 2) ramping electronic monitoring
When asked by an analyst about forward-looking projections for 2026, Ordan responded with a smile: “Right now, we are bidding on projects that are much larger than the contracts we currently have. If those come into place, it will change everything.” This likely points to the upcoming ISAP ICE contract, estimated at around $2 billion. Supporting this, BI (a subsidiary of $GEO) reportedly reached out to $SPCB earlier this spring. Ordan also referenced opportunities with Los Angeles County and Cook County, and Harris County is almost certainly in the mix as well. At the same time, $SPCB has continued to reduce debt, strengthening its balance sheet and positioning itself well for growth. Based on TTM EBITDA of $6.9 million, the company currently trades at an EV/EBITDA multiple that suggests meaningful upside should one or more of these large-scale contracts be secured. The potential re-rating here is significant, with both operational momentum and valuation working in shareholders’ favor.
HROW, RIOT, TTEK, STIM, ACVA, GEO to name a few. These are some recent plays from VIC (ValueInvestorsClub.com) which if you are not familiar is a pretty infamous and a private forum of only investors, fund managers, whales etc who create these thesis papers and post them (they usually have their own analysts). They usually pop after they get posted but these are still new and valid. Unfortunately I can’t re-upload the actual thesis papers on Reddit but they are all free in our discord along with everything else we do.
coincidentally, GEO looks like it just began its next leg up today, how about that.
TLDR: **Buy $GEO,** the #1 private prison and mental health facility operator in the country, ahead of Pres. Trump's decisive actions and new policies/funding initiatives against repeat criminal offenders and aliens. I strongly believe the stock will easily triple from here, and could very well be our next $OPEN. Guys, I’m sure we all know the awful and tragic situations involving Charlie Kirk and that young pretty Ukrainian lady recently. Charlie Kirk was a beloved husband and father. The sweet girl came to America and worked a regular job at a pizza restaurant (super rare I know, considering how easy it is to be an OF whore nowadays). They deserve all the good things in life right? And they had it good. But next thing you know, their lives were taken away by some fucking monsters.... The worst part is: **THERE ARE MANY OF THEM OUT THERE.** I couldn't stop asking myself "What if that happened to my loved ones?". We must prevent these kinda incidents from ever happening again, full stop. We have an obvious solution: the police do amazing jobs arresting these felons; we just have to keep them in jail. Thankfully, with all these announcements and press releases from politicians, from Pres. Trump to Senators from both the left and right, I think we're at a turning point. Trump himself has signalled the intent to launch sweeping crackdowns on repeat offenders, with proposals for mandatory minimums and tighter parole standards already in motion. Immigration enforcement will intensify, with expanded detention capacity, faster deportation proceedings, and stricter border controls forming the backbone of new initiatives. With tougher sentencing guidelines, stricter enforcement on repeat offenders, and heightened immigration control, private prisons are positioned to see a surge in demand as public facilities face capacity strains. GEO is the best private prison and mental health facility operator in the country. GEO doubled after Trump was elected, but recently got back to election day levels, despite an evolution fundamentally that bulls could have only wished for. Arrests and detention numbers at all-time highs, ICE officers rising 50%, ATD prioritizing higher cost ankle monitoring, ICE budget is tripling. The administration is filled with former GEO employees and lobbyists, from the border czar Tom Homan to the AG Pam Bondi. Thanks to their recent state prison sale, they've even delevered and introduced a buyback sooner than I expected. Despite all this, the market doesn't seem to appreciate the uncertainty and lack of current earnings inflection. With ICE only receiving their new budget funds later this month, seems premature to give up on it to me.
I pick GEO for the following two reasons: 1. Did you know that before the Great Purge, the Soviet leader Stalin was known for his weakness? Yes, very weak. This was Lenin's assessment of him. Until one day, Stalin's best comrade and second-in-command, Sergey Kirov, was assassinated, and the most important witness was also killed. This raised the curtain on the Soviet Great Purge. 2. GEO's long-term interest-bearing debt accounts for approximately 70% of its total liabilities. Once interest rate cuts begin, it will effectively alleviate its debt pressure.
##Diversifying out of Mag7 and into value plays like UPS, TGT, CNC, GEO, UNH seems prudent.
Did you check with GEO that it is okay to use AI? Thank you for your comment - that also makes sense.
Chances are, I’ll mention that I’m taking my family to Irwin Simon’s Maidstone Hotel in the Hamptons. GEO will immediately demand exact directions and get pushy when I don’t provide step-by-step turns and proof on the spot. If I suggest he/she should use Apple Maps or AI for directions, he’ll instantly get snarky, assume, and project that I’m deflecting or other. Then he’ll go on a whole tirade and probably write a tome about how I’m completely wrong to take the interstate, insisting the thruway during rush hour is the only logical route. Investors need to chill and focus on longer term.
Nope to your assumptions. All my own words as well. Do I use AI and ChatGPT? Absolutely! Do I use search engines like Google? Absolutely! Do I validate and verify everything? Absolutely! As far as my **”out of respect”** comment - stated because I do have great respect for all the research and contributions from GEO on this subreddit. Listing of grievances? Nope again. Just trying to be responsive to GEO and a specific discussion. As far as being long-winded and detailed in this and many of my responses - yes, I can be hypergraphic at times.
Upvote if you think GEO and MANY EASY should start a podcast together! Love the content and how much they stir the pot.
Fannie Mae Freddie Mac Chevron Core-civic GEO corporation
Comcast is one of the companies, like $GEO, $PM, or $META, that is so fetid and rotten that I'll never invest in them no matter what. How about they consider offering loyalty rewards rather than loyalty wallet plunders? Why the fuck are they even allowed to be a public company?
This 100% I did some fantasy math on half a percent of estimated homeless populations in 2 major cities ending up in a GEO operated facility for the typical average of a 60 day detention. Not enough to moon GEO but I think their stock price will sustain key levels if their earnings reports continue to outshine. That’s bigly revenue and I suspect this administration is cooking something up so that the bureau of prisons will start contracting private prisons again in the next couple of years. If and only if those contracts are made do we see GEO going to all time highs.
I wasfucking with GEO around 5-6 bucks a share lol
I think GEO is a **trading stock, not an investment**. The strong buyback and ICE contracts create a floor, but the execution shortfalls and high multiple limit upside until fundamentals catch up. The Nov-2024 gap near $16–18 is still the ideal technical entry. If it fills, risk-reward is attractive for a bounce trade back to $22–25. Longer term, GEO only works if deportation enforcement actually scales — and history shows promises don’t always translate into detainees.
GEO: beats earnings, launches buyback, price tanks. Market logic is undefeated.
GEO is one of those companies that is so evil that I would never invest in them.
been in a GEO ran prison before.. puts
GEO and Core civic are shit stocks, but no I’m not going to short them. Trump is actually arresting and deporting illegal immigrants at a lower pace than Biden under Covid era title 42. There’s so many better opportunities than private prison stocks
The alligator alcatraz model is cutting GEO out in favor of connected contractors in the states. I also seem to recall them not being in great financial shape. Lost some money with them recently.
Even though GEO’s revenue is from federal prisons/detention centers, their stock price will likely be affected by cannabis reforms due to perception that S3 is just a first step in cannabis reform laws. Think of LP cannabis companies whose valuations often rise or fall with S3 reform talk. FYI - I am intimately familiar with GEO group and a few of their executives that are privately pushing against ANY cannabis reforms including rescheduling.
One way to hedge S3 decision is to trade and expect opposite from GEO (private prison company).
GEO stock has been a massive disappointment lately.
My price alert for GEO at $20 triggered. Hope you're still in that short!
I think broadly in the call they mentioned significant demand for ankle monitors on the back of ICE’s increased use. This is only a small portion of GEO’s business (under sub Bi Group). GEO mentioned they’re well equipped to meet demand, but likely will include supply from 3rd parties
I’m a cannabis bull and I’m dismissing the story as mostly doublespeak and word salad. Basing my opinion solely on anonymous sources, unsubstantiated social media posts, and GOP/Trump history. Any logical critical thinking human being would most likely agree with my take. Doesn’t mean it couldn’t happen, but most here are speculating for personal reasons. You’ll notice that the smart folks here like GEO, OK, and others don’t resort to personal attacks when discussing differences.
GEO anyone? Almost 100% upside….
Wow, GEO must be run by some real idiots. 15% reversal from pre-market.
what happened to GEO, anyone knows?
GEO. I am once again bringing your attention to this matter…
GEO will be okay with the rise of criminals
Who do you think built alligator alcatraz? GEO.
GEO breakout will be generational.
Another shout out to GEO. You sleepin on it.
I promise i’m going to donate all my dirty GEO gains directly to my cocaine dealer…
Time to load GEO calls before earnings… easiest money of the day.
GEO,CXW,PLTR,don't think tariff matters to them
CXW (Core Civic) I personally like more than GEO. CXW sounds good and FUBO. NFA.
Think GEO has more unpriced risk based in. Go check out May 7th CXW muted earnings reaction and price moves around news on gov contracts. GEO looks like it has more risk priced in than CXW. They're both cheap, good luck!
Definitely calls on GEO and CXW. Those no bid contracts to ICE are going to super juice earnings.
GEO for all the people AI makes permanently unemployable.
Puts on DNUT, FLWS (just bought), and GEO.
Thank god I closed out my hedges Friday. Except for DNUT and GEO puts.
This guy's worried about the ethics of Wal-Mart while I'm tossing money at UNH and GEO like a cartoon supervillain 😔
If you want to yolo into real potential 10 baggers in the next month or so, check out GEO and Piedmontt Lithium
Call volume is heavy on GEO and earnings coming up. It’s has a huge pullback the last few months. The BBB passing allocates billions for this industry. Loading calls here
Piedmontt lithium calls and GEO calls. Check em out. You’ll make tendies
GEO should swing back to $30 from here. PL L is also starting to gain traction. Lithium mining stocks are going to continue to rip. That’s the real money maker stock
Meme calls- RKT, OPEN, GME REAL calls- Piedmont Lith and GEO
Meme calls- RKT, OPEN, GME real calls- Piedmont lithium and GEO
Other than Meme plays, I think 2 rock solid plays are GEO calls and Piedmont Lithium calls
CXW,GEO because of the big beautiful bill
Like changing money to be made in immigration detention stocks like GEO.
GEO and CXW calls