A Capital on X
@leevalueroach Also potential Democratic control of the House will be bad for $GEO / $CXW
NYSE
Geo Group INC
GEO
7 stories
$3.7B Market cap · 2026-10-27
Lee Roach on X
Geo Group $GEO sold its 3 Adelanto ICE facilities (2,644 beds) to DHS for $950M, about $359K per bed. The market currently values GEO at about $92K of EV per remaining owned bed, and that EV also includes the electronic monitoring and services businesses.
This Week in Special Situations: Constellation Brands, GEO Group, Under Armour, CITIC Resources
Special-situations survey profiles 26 activist, capital-return, M&A and strategic-alternative catalysts, led by buybacks at Under Armour,…
Lee Roach on X
Geo Group $GEO down 8% on a massive facility sale seems kind of crazy.
Ian Bezek on X
@valuedrift I was watching this and $GEO rally for months and finally put the short on myself... absolutely silly up here.
Aggressive Portfolio Trades: Buy Vail Resorts, Buy ORR, Short GEO
Vail Resorts, down 60% since 2022, is pitched for an El Niño-driven ski-season rebound; the portfolio also buys ORR and shorts GEO.
Myles on X
I feel $GEO is a pretty decent short here. It's not cheap, and I might be politically biased, but I think it's hard to see Republicans getting many wins in the midterms, which the market will likely extrapolate to 2028.
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