Citron Research Profile Banner
Citron Research Profile
Citron Research

@CitronResearch

343,304
Followers
452
Following
16
Media
142
Statuses

Citron Research has been publishing columns for over 20 years, making it one of the longest-running independent online stock commentary sources.

Los Angeles, CA
Joined January 2011
Don't wanna be here? Send us removal request.
@CitronResearch
Citron Research
6 months
As a former Musk critic turned supporter and Tesla owner, I once admired Elon Musk for his anti-establishment stance, particularly as a father of a son with Asperger's. However, my perspective has shifted drastically as he's now abandoned truth and started promoting falsehoods…
455
110
820
@CitronResearch
Citron Research
9 months
6 years ago this week, Citron was penalized in a Hong Kong court for cautioning investors about Evergrande's looming insolvency. Despite fines, a tainted reputation, and a 5-year trading ban, we stand by our warning and defended our Evergrande analysis in many courts of law. We…
31
112
563
@CitronResearch
Citron Research
1 year
Citron Research has been an active participant on Twitter for over 12 years and continues to do so. We spend too much time dealing with class-action attorneys and trolls about previous tweets that we deleted them. No reason to pat ourselves on the back for many years of great…
382
21
353
@CitronResearch
Citron Research
3 months
The recent $COIN site malfunction makes the long Bitcoin/Short Coinbase trade one of the most compelling trades in the crypto market. This means going LONG bitcoin through an ETF and short the bloated Coinbase exchange.
202
30
217
@CitronResearch
Citron Research
3 months
$BIDU should trade to $210. It remains the most underappreciated name in AI. Despite being the clear leader in AI in China, their stock is trading at a historically low multiple. The China slump WILL end. Citron recommends investors look at the work of Fawne Jiang at…
49
43
204
@CitronResearch
Citron Research
9 months
Disappointed by how mainstream media portrays short sellers. This weekends WSJ's "short seller attack" headline on the Icahn piece misses the mark. Why not call it an expose instead of an attack? Kudos to Hindenburg for their deep dive. When 60 Minutes investigates, is it an…
27
16
201
@CitronResearch
Citron Research
1 year
What the heck is going on with @jimcramer that being on the wrong side of a stock equates to your "funeral"? How many "funerals" would we have we had for Cramer? This new go-to term makes him sound amateurish and angry. Not a good look.
55
18
181
@CitronResearch
Citron Research
2 months
$GEO Market appreciates the presentation put out yesterday that shows the NAV of the company of over $29 a share. Once $GEO refinances...boom, even without extended ISAP funding
Tweet media one
11
20
125
@CitronResearch
Citron Research
2 months
$BIDU Citron maintains $200 tgt. South China Morning Post reporting as the if the deal is DONE with $AAPL. Last month Citron called $BIDU the most underappreciated name in AI. Since then risk/reward has become more asymmetrical In past 2 weeks XI has…
15
32
125
@CitronResearch
Citron Research
3 months
$GEO $20-$30. What stands out most from the Senate bill is the almost $1.3 BIL increase in funding to ATD, of which over 90% goes to $GEO. At over 55% gross margin for ATD game changer. More importantly, it shows validation for the program established and maintained by $GEO.…
Tweet media one
19
18
125
@CitronResearch
Citron Research
3 months
$BIDU In a post Evergrande world, Citron is frequently asked where we would invest in China. $BIDU presents a generational buying opportunity. How does the leader in China AI get to these levels?? The last 4 years has been a disaster for the Chinese economy no doubt Despite 17x…
13
20
120
@CitronResearch
Citron Research
3 months
OMG. Jumia $JMIA just put up one of the most impressive quarters EVER. Revenue up 28% while operating loss down over 100% (constant currency). EBIDTA loss down 99%. The Jumia brand has become so strong that they grew revenues while eliminating unprofitable categories and…
17
25
120
@CitronResearch
Citron Research
23 days
$BIDU has the most compelling AI product on the market with Comate. When sentiment on Chinese stocks turns expect this to lead the way. Amazing that CNBC only covers the same 10 stocks and never does a deep dive into China AI. Watch the video to understand Comate and then…
Tweet media one
11
19
116
@CitronResearch
Citron Research
3 months
Consider this if $JMIA traded at 5x sales comped to $Meli, it puts $JMIA at $15. More importantly, Africa is an underpenetrated and faster growing region than Brazil. Nigeria and Kenya only has brighter days in future with new government dedicated to tech and ecom and Jumia IS…
20
22
99
@CitronResearch
Citron Research
8 months
$GEO The Geo Group is poised to benefit from the current migration challenges, given its leadership in the Alternative to Detention sector. Smartlink solutions for eligible migrants are humane and economically viable. $180 a day to detain $8 a day to monitor. Expect enrollment…
21
19
94
@CitronResearch
Citron Research
8 months
$GEO Breaking: Yesterday House approved H.R. 4367. This is how the stock goes over $25. The bill proposes “Ensure that every alien on the non-detained docket is enrolled in the Alternative to Detention Program with mandatory GPS monitoring thought the duration of all…
10
10
94
@CitronResearch
Citron Research
16 days
$BIDU first step to $180. This $TSLA partnership is small part of a much larger story. $BIDU is still the leader in: Search, AI, and what Citron most excited about Comate, the future of programming business software in China. Also the $TSLA news overshadowed the partnership…
12
23
95
@CitronResearch
Citron Research
4 months
$GEO to $20- BINGO.  This is what shareholders were looking for . Yesterday, Homeland Security Sec Mayorkas addressed border needs in a press conference. Pay attention to the 7:20 mark where he emphasizes the need for more transportation funding, resources for detention beds, and…
6
5
85
@CitronResearch
Citron Research
28 days
$TSLA If Elon Musk deserves $47 bil for a job well done and the Musk premium on the stock...than which high profile CEO deserves to give back his G550, Yacht, and egrigous pay package for being the worst CEO of the past 10 years? If this CEO stepped down his stock would be up…
20
7
83
@CitronResearch
Citron Research
5 months
$GEO Citron buying more stock. OIG reports “DHS Does Not Have Assurance That All Migrants Can be Located Once Released into the United States”. Backlog for immigration hearings now at 3 mil and ICE does not know where many of these migrants are going because they do not have…
6
17
81
@CitronResearch
Citron Research
10 months
$INVZ - Motley Fool just named it "The best AI company you've never heard of" Citron could not agree more. 📈 If earnings hint at a new production win this week, watch out! Top-notch management & genuine technology validated by biggest names in auto make it an asymmetrical…
36
13
70
@CitronResearch
Citron Research
3 months
$GEO financials look SOLID. Despite the admin attempt to limit funding to the border and detention, $GEO delivers. The conference call will be everything here as shareholders will hear management's thoughts on increased ATD funding and the competitive landscape. The stock…
3
9
71
@CitronResearch
Citron Research
5 months
$GEO To the Rescue. What is often overlooked is GEO transport subsidiary GEO Transport, which provides armed, secure transportation to ICE. Look at their footprint for transport along the Texas Border. Whether migrants are tracked, detained, or transported- $GEO gets paid…
Tweet media one
7
12
69
@CitronResearch
Citron Research
4 months
$GEO The crowd at Davos has already anointed Trump as our next President. Like it or not, the US will return to a country of law and order with borders. The market has discounted this headline that we last saw 7 years ago. "Trump's First Year Has Been the Private Prisons…
10
9
70
@CitronResearch
Citron Research
8 months
"$GEO could see a resurgence to $20, given the pressing need for law and order in our cities, currently burdened with significant crime and migrant issues Amazing the Gov seems more focused on probing $AAPL and $GOOG—companies that have been instrumental in enriching our lives
@eliant_capital
Eliant Capital
8 months
@zerohedge @CitronResearch Biden doing the easy work for $GEO
3
2
37
20
13
66
@CitronResearch
Citron Research
7 months
GEO Group ($GEO) Can Hit All-time Highs from the House’s Homeland Security Budget…….Even if Not Passed !! Everyone is Discussing the Migrant Problem- One public company is part of the Migrant Solution While GEO group is most known as the private prison company, it is less…
8
15
67
@CitronResearch
Citron Research
7 months
"In 1920, a potential eye disease was enough to send my 10-year-old grandma back to Russia at Ellis Island. Now, a century later, the border policy pendulum has swung wildly the other way. The recent House report on the border crisis is ALARMING and demands immediate, robust…
1
7
66
@CitronResearch
Citron Research
1 month
$EGIO. Edge computing is in the industry's spotlight, with recent announcements from $DELL, $SMCI, $AMD, and $INTC. Despite a challenging stock performance, $EGIO has reported record revenue and has one of the largest edge networks in the world. Its client list includes: $AMZN,…
Tweet media one
8
11
67
@CitronResearch
Citron Research
5 months
$GEO. This video is breathtaking, scary, and overwhelming to DHS. Whether the migrants get detained or tracked, more funding WILL go to the borders to properly deal with this issue. The US will need more prisons, detention centers, and tracking technology. GEO $20 in 2024.
@BillMelugin_
Bill Melugin
5 months
BREAKING: Video from a contact on the ground in Eagle Pass, TX right now shows a mass of thousands of migrants waiting to be processed by Border Patrol after they crossed illegally today. I’ve spent hundreds of days there over the last 2+ years and I’ve never seen it like this.
4K
13K
21K
8
13
65
@CitronResearch
Citron Research
3 months
Amazed at the Jumia transformation. Stock can easily trade up to $10+ on just the optionality of owning a company that does not burn cash that owns the mindshare, logistics, payments, of billions of underserved people. That is why Starlink partnered with Jumia...the obviously…
7
9
65
@CitronResearch
Citron Research
6 months
$GEO Sidoti out with a $15 tgt. Key line to focus on in research that could take stock over $20. is " We estimate there are 4-4.5 million of such immigrants in the U.S. Although excluded from our model, approval of funding for millions of ATD participants would have an outsized…
6
14
64
@CitronResearch
Citron Research
6 months
$GEO should have no problem going back to $15 once investors realize the "tracking migrant" crisis for homeland security has only 1 congressional-approved technology solution...and it's not $MSFT "More Migrants on Terrorism Watch List Crossed U.S. Border The numbers are a…
7
12
61
@CitronResearch
Citron Research
8 months
Citron is receiving inquiries from media outlets regarding our stance on Evergrande Chairman Hu Ka Yan being under police surveillance for alleged financial fraud – the very issue we unsuccessfully cautioned about and defended in a Hong Kong court. Our stance? It's a clear NO.…
9
10
61
@CitronResearch
Citron Research
3 months
$GEO's investment appeal grows daily, albeit for troubling reasons. The Laken Riley tragedy underscores the unsustainability of the current catch-and-release approach, signaling a likely return to stricter immigration enforcement. This shift could necessitate the expanded use of…
1
12
60
@CitronResearch
Citron Research
7 months
$GEO solution monopoly on immigrant monitoring. When Biden admin opens eyes, stock could go to $20
@RobertKennedyJr
Robert F. Kennedy Jr
7 months
There were more than 2.4 million apprehensions for FY 23. And, there are more "gotaways" than ever. ~1.6 million known gotaways at the Southern Border since Biden took office.
30
65
352
12
4
55
@CitronResearch
Citron Research
7 months
$GEO. Rep Escobar from Texas understands the solution best. This is when your investment receives support from Rep and Dems. Alternative to Detention works and is being recognized by the policy makers. This is how $GEO gets to $25
7
12
57
@CitronResearch
Citron Research
5 months
$INVZ JP Morgan gets it best with $13 tgt. We expect a new big win by CES in January.
18
8
57
@CitronResearch
Citron Research
8 months
$GEO Never spoken to Michael Burry but assume his long thesis is similar to Citron. This is a non ESG business that happens to he highly profitable with a tremendous MOAT. Not sexy but serves a purpose. Consider Mass and NY both have the right to shelter law, and now NY is…
15
2
52
@CitronResearch
Citron Research
1 month
Being asked about Hunterbrook. While I admire the fire in Sam Koppleman’s belly, he should be reminded that he did not invent activist short-selling. Citron was started when he was in Kindergarten and had over 150 stories written before he even finished high school.  Citron…
2
4
48
@CitronResearch
Citron Research
1 year
Hate to disagree with @HedgeyeRetail but can't imagine $RH trading to $1,000 without being acquired first. The list is long, but LVMH seems like an obvious suitor who will let Gary follow through with the vision. $RH is so far in front of any competition for scaled taste. If…
16
3
46
@CitronResearch
Citron Research
2 months
$GEO thoughtful article on SA puts a price target of minimum of $23 based on multiple expansion. Depsite proscpects never being better and cash flow consistent, the ESG mafia has pushed this to all time low multiple. This remains the best idea the market is not giving propert…
Tweet media one
5
8
50
@CitronResearch
Citron Research
6 months
$geo CBP report scary This is how the stock gets to 25 Gov embracing technology and smart-link is a natural extension of one app. Homeland security issue Must track or detain Either way $geo wins
@BillMelugin_
Bill Melugin
6 months
NEW: CBP reports 240,988 migrant encounters at the southern border during the month of October, making it the highest October ever recorded. CBP also reports 13 Border Patrol arrests of people on the FBI terror watchlist in October. 12 southern border 1 northern border The…
111
1K
2K
3
12
48
@CitronResearch
Citron Research
7 months
$INVZ this is a CEO who would every excuse to back down on his guidance because of the war in Israel. Instead, he stands behind his team, his technology and most of all his customers who have over $5 Billion in committed contracts. Yes that number "is real". Meanwhile stock…
@KeilafOmer
Omer Keilaf
7 months
To give some perspective to level of effort that the team is now doing among the other activities, in the next 5 weeks we have 5 audits by different customers, on Quality, Software, Industrialization and more. Kudos for the teams at @InnovizLiDAR for pushing forward $INVZ
12
4
83
18
6
48
@CitronResearch
Citron Research
3 months
$geo Deal reporter speculating that new UBS 5 mil share position in GEO could be activist Subscribe for more details to dealreporter Could big UBS stake in GEO indicate activist interest? Some curious stock purchases in private prison operator GEO Group [NYSE:GEO] have us…
3
8
49
@CitronResearch
Citron Research
4 months
One our our favorite interviews on CNBC. Five years ago, Citron called $INGN overvalued at $170. Wapner asked if bulls were 'drinking Kool-Aid.'? Turns out, they were—INGN now sits at $5. But let's look deeper: with a solid cash position, the business is essentially free. Under…
7
4
48
@CitronResearch
Citron Research
6 months
$GEO quarter as expected, but the commentary shows the company is ready to go as soon as the government gets off its ass and deals with the migrant crisis. ISAP (ATD) registrations are flat because “U.S. Immigration and Customs Enforcement (“ICE”) continues to face budgetary…
4
9
47
@CitronResearch
Citron Research
6 months
$GEO, the bull case to $15-20 continues to get stronger. Now, Australia is adopting an Alternative to Detention model for migrants. $GEO still trades at a discount to Core Civic despite the tech platform which is higher margin and has a moat.
3
9
46
@CitronResearch
Citron Research
30 days
So $MSFT swtiched from $AKAM to $EGIO claiming that $EGIO has better tools, pricing, and support. And why is this stock not $60 today?? This is taken fro Copilot
Tweet media one
9
5
48
@CitronResearch
Citron Research
5 months
$GEO. Tracking Migrants is of most importance to homeland security and becomes more evident every day. $GEO has a monopoly on ATD when funding increases...boom. This is a when and not if. An article from the border today addresses a nonpartisan OIG report from this year that…
9
7
46
@CitronResearch
Citron Research
8 months
Which public company boasts a P/E of 7 and holds the key to one of the most impactful solutions for the migrant crisis? With Congressional funding approved and support from both parties?
8
5
44
@CitronResearch
Citron Research
5 months
3 years ago this month $WISH went public, same time $GME started to percolate. $WISH is down 98%.... should have shorted that instead.....oh well. What now??
13
0
44
@CitronResearch
Citron Research
3 months
The most under appreciated part of $GEO is the ICE RFI that proposes expanding the ATD program to ENTIRE "non detained docket. This is a non partisan proposal that while not imminent could put $GEO at $40
Tweet media one
5
10
43
@CitronResearch
Citron Research
8 months
$ETSY Earlier this year, Citron flagged counterfeiting concerns on $ETSY, leading to a 50% stock dip. Thrilled to share that latest reviews highlight $ETSY's efforts to combat this. While challenges remain, major luxury brands are notably safer now.
13
3
44
@CitronResearch
Citron Research
5 months
$GEO despite migrant crisis stock hammered over the past 12 mos because of higher rates. In a lower-rate environment, they are closer to refinancing and buy back their own stock regardless of who is next POTUS, this should go to $20
6
9
43
@CitronResearch
Citron Research
4 months
What could $INGN be Worth? In med-tech, a company takeout might go for 5x its sales. Inogen's has some hair, so let's say 2x instead. That puts the stock at a $20-25, add cash $25-30. This is WITHOUT discussing their pipeline or patents (which post Apple Watch situation) we…
5
4
42
@CitronResearch
Citron Research
5 months
$GEO . 2031?? 8 years now for an immigration appointment. The laws are clear. Every migrant must be accounted for during this process for homeland security. $GEO was at $25 a few years back WITHOUT the ISAP/ATD program. How does enrollment and, more importantly, days on the…
5
10
40
@CitronResearch
Citron Research
7 months
Thrilled to speak at the Wharton Speaker Outreach program today on campus! Amazing to think Citron been publishing for over 22 years. We are excited for the future with new alpha generating ideas. But what excites me the most? Sharing the day with my 13-year-old son who asks…
4
1
42
@CitronResearch
Citron Research
5 months
Denver is now at the forefront of a new migrant crisis. This development is particularly notable given its proximity to $GEO subsidiary BI headquarters, which has a monopoly on migrant tracking. As ICE initiates VeriWatch trials in the city, $GEO's role in advancing migrant…
5
7
42
@CitronResearch
Citron Research
5 months
@DeItaone Josh Mitts is a total scumbag and liar who has no regard for the truth. Columbia should start an investigation into this hate monger. IF, in fact, he cannot back up this claim, he should immediately be terminated for using the tragedy of Oct 7 to further his personal jihad…
2
3
42
@CitronResearch
Citron Research
8 months
$GEO 5 years from now...Smartlink can grow to 700k on the program. Currently 11 mil in the US illegally and 5 mil awaiting court dates yet only 200k on the only real time tech platform.
Tweet media one
9
7
42
@CitronResearch
Citron Research
6 months
Which CEO is seen cruising around Beverly Hills in his $1.7 mil McLaren?
Tweet media one
13
4
41
@CitronResearch
Citron Research
6 months
$GEO CEO Jose Gordo transitioning to an advisory position. Citron’s thoughts on why this is a net positive and a key driver to take stock to new highs. 1. This is an orderly situation, so everything is fine operationally. 2. While we respect Gordo, he could not articulate to…
7
5
39
@CitronResearch
Citron Research
6 months
$APLS Citron unveils a major investigation—prioritizing public interest over mere valuation. Last Friday, 83% of attendees at American Academy of Ophthalmology found the use of Syfovre as “not acceptable”. We expect a warning label. Beyond the meeting, wait until you see…
35
9
40
@CitronResearch
Citron Research
10 months
Andrew Left from Citron will be on Bloomberg TV today at 3:30 EST to discuss thoughts from over 20 years as an activist short seller and current state of activism
28
3
40
@CitronResearch
Citron Research
4 months
And there it goes...poof, no more Evergrande, as confidence in the Chinese economy is at an all-time low. Insightful commentary on Citron/Evergrande came from the Standard in HK a few months back regarding the court not allowing us to question the CFO. "In hindsight, would…
@WSJ
The Wall Street Journal
4 months
Breaking: Property developer China Evergrande Group has been ordered to liquidate after creditors failed to reach an 11th-hour deal to restructure the company
8
41
85
6
10
40
@CitronResearch
Citron Research
5 months
$ETSY is now a cesspool for counterfeit software. $MSFT and $ADBE be on notice. $EBAY does not have this problem. Just Can't trust this platform. This just a snapshot of a larger problem m
Tweet media one
9
10
39
@CitronResearch
Citron Research
6 months
$INVZ business full steam ahead. We expect Mobileye to be the eventual buyer at a significantly higher price. Too many synergies to overlook. The company is still trading small premium to cash with the best LIDAR in the industry. Not all SPACS are equal. "While the tragic…
9
5
39
@CitronResearch
Citron Research
9 months
$XMTR A decade ago, Citron warned of a 3D printing bubble, and many stocks plummeted by 90%. Today, the sector is ripe for a resurgence, exemplified by Apple's foray into 3D-printed devices. Clearly from Google trends Xometry ($XMTR) is leading the pack.
5
5
38
@CitronResearch
Citron Research
8 months
The influx of discourse on the migration crisis is extensive, with insights coming from numerous thought leaders. Our Sothern border is overwhelmed We've received requests for a $GEO guide, illustrating how it contributes to the solution and impact on its financials. Stay tuned…
15
4
34
@CitronResearch
Citron Research
5 months
$INVZ, Even Motor Trend is now reporting how LIDAR is the future, and Innoviz is the leader and best technology in LIDAR. We expect one more big win before CES, and the stock is off to the races. Who knows how high. LIDAR should become a winner take most mkt.…
10
13
34
@CitronResearch
Citron Research
11 months
$FRHC Citron acknowledges the importance of exercising caution in our publications, but there are instances in this market that are undeniably abusive, demanding our attention. While the Department of Justice (DOJ) and Securities and Exchange Commission (SEC) are diligently…
6
6
32
@CitronResearch
Citron Research
28 days
$EGIO Let's clear up some misconceptions. Yesterday a note was put out by an analyst challenging our thesis. We maintain the company will be bought at a significant premium to here. 1- $EGIO Is a significant player in the CDN space which is crucial for edge computing and the…
3
4
36
@CitronResearch
Citron Research
3 months
Most important is $geo has the ATD contract that $cxw wants a piece of But any short term funding goes to $geo and gov has no reason to change what is working (atd compliance rates)
@BoxLongs
BoxLongs
3 months
$GEO Bullish commentary on $CXW call confirms long thesis. Upward pressure on facility utilization rates, continued pressure on ICE, BOP, Federal+ State, strong need for growing populations. Increased need for border security given Geopolitical events. Great 2024 set up for $GEO
1
1
15
4
9
33
@CitronResearch
Citron Research
3 months
$INGN Game Changing News- That Until Now Has Gone Unnoticed By Wall Street. Phillips the #2 players in POC Machines has unexpectantly exited the market- Read For Details
4
9
30
@CitronResearch
Citron Research
4 months
$AGL - Our radar was spot-on in 2022, catching onto the clear signs of management manipulation. Insider selling of 87 million shares in a secondary offering at $21.5 just 8 months ago raises serious questions. How is this not crossing into the realm of financial misconduct?
2
4
32
@CitronResearch
Citron Research
8 months
$GEO Amid the escalating migrant crisis in Massachusetts, leaders are recognizing the need for a pivot. Renting hotels may not be the answer. It's time to harness technology. SmartLink, funded and proven Empower migrants to work and monitor their progress post-release.…
5
2
31
@CitronResearch
Citron Research
8 months
These numbers don't lie about an effective migrant solution....this is all Smartlink $GEO. There is no perfect answer....this is a component
Tweet media one
1
3
29
@CitronResearch
Citron Research
7 months
$GEO the market is underestimating the positioning in the ATD market and the quality of management running the program. Here is a brief overview of how stock hits all time highs
0
3
28
@CitronResearch
Citron Research
28 days
$GPRO shareholders consider this. If $GRMN bought $GPRO for $4.5 a share ( a deal everyone has been waiting for) GRMN would add 20% to their top line by spending 2% of the market cap...but this is the person standing in the way. Disgusting
Tweet media one
5
3
28
@CitronResearch
Citron Research
4 months
Inogen was the darling of Wall Street, with its stock at a $170 amid $358 million in revenue. Today, we're looking at a stock price languishing at $5.5, while revenues have dipped to $320 million—a mere 9% decline. Contrast that with a stock price collapse of 95%! The former…
1
3
27
@CitronResearch
Citron Research
4 months
Buying when they are busted!! Which former Wall St. darling and subject of multiple citron short reports has plummeted 95% from its highs and is ripe for potential acquisition in 2024 with a 100%+ premium from its current trading price. ???? (NOT $AGL)
6
3
26
@CitronResearch
Citron Research
8 months
$GEO Addressing border security is essential. Whether it's through detention centers or alternative solutions, GEO offers a part of the answer. Watch for the impact on their financials in the upcoming months.
5
4
25
@CitronResearch
Citron Research
4 months
Most important on Inogen. They have the best portable oxygen concentrator on the market. Great product and new management. A recent study was done comparing POC Machines done by the NCOA. They spent over 1,000 hours and over 600 surveys, experts consult. Inogen is the best…
4
3
26
@CitronResearch
Citron Research
7 months
$LOPE In a world marked by divisions being driven by religion and politics, leave it to a CEO of a for profit university to blame the faults of its business model on the theory they are being unfairly targeted because of their Christian affiliation. Grand Canyon receives more…
4
2
24
@CitronResearch
Citron Research
8 months
$GEO have an exclusive contract with the U.S. Immigration and Customs Enforcement to provide supervision and reporting services...in EVERY state.
5
5
24
@CitronResearch
Citron Research
8 months
For the 4th consecutive year, Citron's Andrew Left joins Prof. Fabio Savoldelli at Columbia Business School tomorrow evening 9/19 . We warmly invite Prof. Joshua Mitts to join and share insights on the history & future of activist short selling. An honor, as always, to engage…
3
3
22
@CitronResearch
Citron Research
6 months
$GEO - $20 consider this from FL. yesterday...this business is ALL $GEO. ""We believe Florida should begin tracking data regarding the immigration status of arrestees, and mandate its reporting to [Florida Department of Law Enforcement] for retention and publication," the grand…
2
3
22
@CitronResearch
Citron Research
8 months
$GEO Enrollment should trend to multi year highs and stock can immediately rerate itself back to $13 if not higher.
3
2
23
@CitronResearch
Citron Research
10 months
$FRHC. . Qualifying the head of the audit committee is always a good first step in identifying corporate fraud. Freedom Holdings is over two months late on 10k and facing delisting? Who is head of the audit committee? Amber Williams, a seemingly one-woman tax shop from Utah,…
5
4
23
@CitronResearch
Citron Research
4 months
All of this is happening while short interest is at 17% and 10.6 days to cover
Tweet media one
7
0
22
@CitronResearch
Citron Research
8 months
House of Representatives Approves Department of Homeland Security Appropriations Act with Focus on Alternative to Detention Program and GPS Monitoring
3
3
19
@CitronResearch
Citron Research
3 months
$INGN....just saying. The product continues to be best in class....now if only they made semiconductors.
3
4
21
@CitronResearch
Citron Research
10 months
$ZD R.I.P. Mid-level Online Journalism!. It seems the times are changing as even Google joins the writing game for journalists. 📝 Content has become a commodity, leaving companies like $ZD with a Yawn business model. 🥱
2
0
19
@CitronResearch
Citron Research
3 months
Like the fact that Blackrock has recently increased their position to now owning 17.5% of the company. They increased their position from 2022. If they are not selling at $50, they probably are not sellers here.
3
1
19
@CitronResearch
Citron Research
28 days
Look at the Woodman discount. $GRMN vs $GPRO EV/Sales. And yes, shareholders STILL pay for his plane
Tweet media one
6
1
20