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u/Who_You_Know

2 theses · first seen Jul 1, 2026
WindowThesesResolvedWinsWin rateAvg returnMedian return
1d22150%-0.1%-0.1%
3d22150%-0.1%-0.1%
1w2200%-1.7%-1.7%
1m22150%-0.9%-0.9%
3m222100%+3.7%+3.7%
6m000———
1y000———

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

Thesis history

$GEOr/wallstreetbetsDDbullish
u/Who_You_Know · 137d ago1 prior · 100% at 3mo

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 $32.53+7.3% since postedas of Nov 13, 4:45 PM ET
1d-0.3%
3d-0.3%
1w-2.2%
1m+1.8%
3m+2.1%
6m—
1y—
original post →
$CXWr/wallstreetbetsDDbullish
u/Who_You_Know · 137d ago1 prior · 100% at 3mo

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 $31.27+0.8% since postedas of Nov 13, 4:45 PM ET
1d+0.1%
3d+0.1%
1w-1.3%
1m-3.6%
3m+5.4%
6m—
1y—
original post →

End of results.