u/Who_You_Know

2 theses · first seen Jul 1, 2026

Window	Theses	Resolved	Wins	Win rate	Avg return	Median return
1d	2	2	1	50%	-0.1%	-0.1%
3d	2	2	1	50%	-0.1%	-0.1%
1w	2	2	0	0%	-1.7%	-1.7%
1m	2	2	1	50%	-0.9%	-0.9%
3m	0	0	0	—	—	—
6m	0	0	0	—	—	—
1y	0	0	0	—	—	—

Past performance does not predict future results. Informational only, not investment advice.

Thesis history

$GEOr/wallstreetbetsDDbullish

u/Who_You_Know · 92d 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.

At post $30.33Now $31.76+4.7% since postedas of Sep 18, 4:30 PM ET

1d-0.3%

3d-0.3%

1w-2.2%

1m+1.8%

3m—

6m—

1y—

original post →

$CXWr/wallstreetbetsDDbullish

u/Who_You_Know · 92d 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.

At post $31.01Now $35.23+13.6% since postedas of Sep 18, 4:30 PM ET

1d+0.1%

3d+0.1%

1w-1.3%

1m-3.6%

3m—

6m—

1y—

original post →

End of results.