# ![@BoxLongs Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::1338915420691161091.png) @BoxLongs BoxLongs

BoxLongs posts on X about $rblx, $geo, $cmrc, $ll the most. They currently have [-------] followers and [----] posts still getting attention that total [-------] engagements in the last [--] hours.

### Engagements: [-------] [#](/creator/twitter::1338915420691161091/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1338915420691161091/c:line/m:interactions.svg)

- [--] Week [-------] -34%
- [--] Month [-------] +62%
- [--] Months [---------] +417%
- [--] Year [---------] +126%

### Mentions: [---] [#](/creator/twitter::1338915420691161091/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1338915420691161091/c:line/m:posts_active.svg)

- [--] Week [---] -39%
- [--] Month [---] +32%
- [--] Months [-----] +468%
- [--] Year [-----] +83%

### Followers: [-------] [#](/creator/twitter::1338915420691161091/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1338915420691161091/c:line/m:followers.svg)

- [--] Week [-----] +2.40%
- [--] Month [-----] +8.30%
- [--] Months [-----] +48%
- [--] Year [-----] +61%

### CreatorRank: [-------] [#](/creator/twitter::1338915420691161091/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1338915420691161091/c:line/m:influencer_rank.svg)

### Social Influence

**Social category influence**
[stocks](/list/stocks)  [cryptocurrencies](/list/cryptocurrencies)  [finance](/list/finance)  [technology brands](/list/technology-brands)  [countries](/list/countries)  [gaming](/list/gaming)  [social networks](/list/social-networks)  [us election](/list/us-election)  [celebrities](/list/celebrities)  [currencies](/list/currencies) 

**Social topic influence**
[$rblx](/topic/$rblx) #21, [$geo](/topic/$geo), [$cmrc](/topic/$cmrc) #1, [$ll](/topic/$ll), [$snap](/topic/$snap) #6, [$rkt](/topic/$rkt) #8, [$bkkt](/topic/$bkkt) #8, [money](/topic/money), [ai](/topic/ai), [$rskd](/topic/$rskd)

**Top accounts mentioned or mentioned by**
[@beaniemaxi](/creator/undefined) [@srg444](/creator/undefined) [@acemoney21](/creator/undefined) [@blueduckcap](/creator/undefined) [@razorpudding](/creator/undefined) [@citronresearch](/creator/undefined) [@dakotastwits](/creator/undefined) [@revcap](/creator/undefined) [@donutshorts](/creator/undefined) [@martinshkreli](/creator/undefined) [@lingmerthstefan](/creator/undefined) [@kennethguo777](/creator/undefined) [@senormargarita](/creator/undefined) [@pennycheck](/creator/undefined) [@mrmojorisinx](/creator/undefined) [@jwat5](/creator/undefined) [@amheshay](/creator/undefined) [@dotybilly](/creator/undefined) [@deepvaueadv](/creator/undefined) [@rajeevsura](/creator/undefined)

**Top assets mentioned**
[Roblox Corp. (RBLX)](/topic/$rblx) [The GEO Group, Inc. (GEO)](/topic/$geo) [LightLink (LL)](/topic/$ll) [Snap, Inc. (SNAP)](/topic/$snap) [Rocket Companies, Inc. (RKT)](/topic/$rkt) [Bakkt Holdings, Inc. (BKKT)](/topic/$bkkt) [Riskified Ltd. (RSKD)](/topic/$rskd) [Opendoor Technologies Inc Common Stock (OPEN)](/topic/$open) [UiPath, Inc. (PATH)](/topic/$path) [Blend Labs, Inc. (BLND)](/topic/$blnd) [NVIDIA Corp. (NVDA)](/topic/$nvda) [Rigetti Computing, Inc. Common Stock (RGTI)](/topic/$rgti) [Metadium (META)](/topic/$meta) [Shopify Inc (SHOP)](/topic/$shop) [Carvana Co. (CVNA)](/topic/$cvna) [Teladoc Health, Inc. (TDOC)](/topic/$tdoc) [loanDepot, Inc. (LDI)](/topic/$ldi) [Amazon.com, Inc. (AMZN)](/topic/$amzn) [Microsoft Corp. (MSFT)](/topic/$msft) [Alphabet Inc Class A (GOOGL)](/topic/$goog) [Electronic Arts Inc. (EA)](/topic/$ea) [IBM (IBM)](/topic/ibm) [RINGCENTRAL, INC. (RNG)](/topic/$rng) [Strategy (MSTR)](/topic/$mstr) [Fiserv, Inc. (FI)](/topic/$fi) [Moderna Inc (MRNA)](/topic/$mrna) [Ampleforth (AMPL)](/topic/$ampl) [Bitcoin (BTC)](/topic/bitcoin) [Elastic N.V. (ESTC)](/topic/$estc) [Oracle Corporation (ORCL)](/topic/$orcl) [Galaxy Digital Inc. (GLXY)](/topic/$glxy) [Morgan Stanley (MS)](/topic/morgan-stanley) [EXODUS MOVEMENT INC A (EXOD)](/topic/$exod) [Palantir Technologies Inc. (PLTR)](/topic/$pltr) [Salesforce Inc (CRM)](/topic/$crm) [MongoDB, Inc. (MDB)](/topic/$mdb) [GoldPro Token (GPRO)](/topic/$gpro) [Basis Cash (BAC)](/topic/$bac) [GitLab Inc. (GTLB)](/topic/$gtlb) [CoreCivic, Inc. (CXW)](/topic/$cxw)
### Top Social Posts
Top posts by engagements in the last [--] hours

"$dbx never lead with valuation but this dbx is tempting"  
[X Link](https://x.com/BoxLongs/status/1626631488505511964)  2023-02-17T17:15Z [----] followers, [----] engagements


"$swn $eqt $cpe these E&P multiples seem so crazy (low)"  
[X Link](https://x.com/BoxLongs/status/1630611176584359936)  2023-02-28T16:49Z [----] followers, [---] engagements


"$geo set up. easy atd comps. surging migrant activity. #1 issue for election cycle. nyc to spend $4B over next [--] mos on housing. huge incremental margins to growth in atd. balance sheet will continue to see dramatic improvement on 500m in ebitda run rate. equity worth much more"  
[X Link](https://x.com/BoxLongs/status/1696259813447987388)  2023-08-28T20:33Z [----] followers, [----] engagements


"@DakotasTwits $geo the debt pay down alone should move the equity val higher agree at $150-200m pay down annually on current mkt cap nice return 10-20% / yr. I suspect a bull run way before then. The assets and services they provide in critical need given migrant surge. Cap structure reset"  
[X Link](https://x.com/BoxLongs/status/1696312798647636436)  2023-08-29T00:04Z [----] followers, [--] engagements


"@DakotasTwits $geo tipping point is coming. News cycle relentless. Its not too big for retail to move imo. The cap structure arb trade is beyond crowded. Financial crisis / market sell off degrossing enough to trigger 510m shares to buy of common. Will be a nasty move up"  
[X Link](https://x.com/BoxLongs/status/1696315517584232466)  2023-08-29T00:15Z [----] followers, [--] engagements


"@DakotasTwits $geo incremental margins on ATD biz are what $3 per sub per day Move back to 300k subs huge cash flow windfall"  
[X Link](https://x.com/BoxLongs/status/1696316178702987590)  2023-08-29T00:17Z [----] followers, [--] engagements


"Letter from Hochul regarding the NYC migrant crisis. I love the $DCGO spac hoovering up tax dollars on bad contracts and insiders painting the tape with sales. gonna get worse before it gets better. long $GEO"  
[X Link](https://x.com/BoxLongs/status/1696678096756211884)  2023-08-30T00:15Z [----] followers, [---] engagements


"$GEO NYC spending $248M annually (or more) to house 2k migrants on randalls island thats a shocking amount. why dont they bus them to an existing $GEO facility that is sitting empty $DCGO tax dollars getting incinerated. long $GEO $CXW @VivekGRamaswamy"  
[X Link](https://x.com/BoxLongs/status/1696679268493746314)  2023-08-30T00:20Z [----] followers, [---] engagements


"$geo getting ready to launch. just like last year. follow the ATD inflection"  
[X Link](https://x.com/BoxLongs/status/1697698412299276433)  2023-09-01T19:50Z [----] followers, [----] engagements


"@DakotasTwits got $geo"  
[X Link](https://x.com/BoxLongs/status/1699143441895285211)  2023-09-05T19:32Z [----] followers, [--] engagements


"@DakotasTwits $geo mean reversion is coming. #1 issue. #VeriWatch"  
[X Link](https://x.com/BoxLongs/status/1699144279187144923)  2023-09-05T19:35Z [----] followers, [--] engagements


"$geo revenue and cash flow have been relatively stable. multiple at all time lows into the great migrant crisis. both will inflect. new technology reshaping the financial profile. growth + multiple expansion. got $geo"  
[X Link](https://x.com/BoxLongs/status/1699146157190983743)  2023-09-05T19:43Z [----] followers, [---] engagements


"$geo $300M in annualized revs waiting to get flipped on. critical infrastructure for future of US immigration"  
[X Link](https://x.com/BoxLongs/status/1699155106455855454)  2023-09-05T20:18Z [---] followers, [---] engagements


"got $geo @Jim_Jordan"  
[X Link](https://x.com/BoxLongs/status/1699169196502843643)  2023-09-05T21:14Z [----] followers, [--] engagements


"$GEO ATD data grew sequentially 8/12 to 8/26 +1461 1st sequential increase since 12/17/22. Resurgence of this high margin stream #1 driver of GEO financials and valuation. Headlines wont stop. Got $GEO"  
[X Link](https://x.com/BoxLongs/status/1699533135879246326)  2023-09-06T21:20Z [---] followers, [---] engagements


"@narmacnetworth $GEO very well positioned for high margin mix shift to software. ATD program can and should grow by multiples"  
[X Link](https://x.com/BoxLongs/status/1701254371412000973)  2023-09-11T15:20Z [---] followers, [---] engagements


"$GEO has significant room to go. Debt pay-down. Capital return. Equity can 2-3x in 4-6 qtrs. $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 $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"  
[X Link](https://x.com/BoxLongs/status/1701255855197327641)  2023-09-11T15:26Z [----] followers, [----] engagements


"$GEO = pure play on [----] administration inflection"  
[X Link](https://x.com/BoxLongs/status/1701256214108152058)  2023-09-11T15:27Z [----] followers, [---] engagements


"@HotDogCap @coffeemeetscap $geo inflection"  
[X Link](https://x.com/BoxLongs/status/1702821218561225191)  2023-09-15T23:06Z [----] followers, [--] engagements


"@alc2022 $RBLX so many levers on this platform to monetize $100 stock again in next 12-18 mos"  
[X Link](https://x.com/BoxLongs/status/1704503262341132614)  2023-09-20T14:30Z [----] followers, [---] engagements


"$rblx scale of the platform getting massive- the further we get from the pandemic pull fwd the smoother and more obvious the epic growth will become. monetization has miles of headroom"  
[X Link](https://x.com/BoxLongs/status/1704511771019460734)  2023-09-20T15:04Z [----] followers, [---] engagements


"$rblx mid teens growth (too low) and a sector average software multiple = +50% upside. high probability event. any excitement on new monetization levers= 100% upside. multiple and estimates have significant upside from here"  
[X Link](https://x.com/BoxLongs/status/1704512492993384722)  2023-09-20T15:07Z [----] followers, [---] engagements


"@alc2022 lot of ways to win here. $rblx"  
[X Link](https://x.com/BoxLongs/status/1704513478478717074)  2023-09-20T15:10Z [----] followers, [---] engagements


"$RBLX predictions. hit 58% in [----]. New [----] predictions. Full K-12 curriculum integrated with $RBLX. Age 17+ dating lol f500 recruiting"  
[X Link](https://x.com/BoxLongs/status/1704530650550702551)  2023-09-20T16:19Z [----] followers, [---] engagements


"$rblx = $zm killer. universal civility metric. physical goods selling family communication app"  
[X Link](https://x.com/BoxLongs/status/1704530652387807517)  2023-09-20T16:19Z [----] followers, [---] engagements


"$rblx fashion designer discovered live music via phone see a $1B developer valuation on $rblx platform"  
[X Link](https://x.com/BoxLongs/status/1704530654145220654)  2023-09-20T16:19Z [---] followers, [---] engagements


"got $GEO its portfolio insurance against the border chaos"  
[X Link](https://x.com/BoxLongs/status/1704888782674182654)  2023-09-21T16:02Z [----] followers, [---] engagements


"$geo longs right now we coming [--] u"  
[X Link](https://x.com/BoxLongs/status/1704894602946240519)  2023-09-21T16:25Z [----] followers, [--] engagements


"$geo idle facilities should be utilized. marked at $25k a bed. replacement cost at least 4x. huge upside here"  
[X Link](https://x.com/BoxLongs/status/1704900531251024165)  2023-09-21T16:48Z [----] followers, [----] engagements


"@DakotasTwits price on these $geo assets going vertical. border is imploding. rarely see a set up like this"  
[X Link](https://x.com/BoxLongs/status/1704904394506915957)  2023-09-21T17:04Z [----] followers, [---] engagements


"$geo could repay this debt in an hour if they raised capital from current American citizens"  
[X Link](https://x.com/anyuser/status/1704908959436693727)  2023-09-21T17:22Z [--] followers, [---] engagements


"$geo share count is going to shrink dramatically once debt addressed and buyback is enacted. Clock is ticking. might happen sooner than shorts think"  
[X Link](https://x.com/BoxLongs/status/1704912161464594823)  2023-09-21T17:35Z [---] followers, [----] engagements


"@alvaro6v value them however u want. the reality is that they are worth significantly more than what is currently embedded in $geo equity. we have a mushrooming border crisis $geo has electronic tracking assets and holding facilities ready to go. billions in upside once utilized"  
[X Link](https://x.com/BoxLongs/status/1704913769317507273)  2023-09-21T17:41Z [----] followers, [---] engagements


"@alvaro6v $geo happy to value it on eps power $1.00-1.50 in annual EPS x [--] PE = $10-15 bucks. stock is $7. PE of 10x is extremely conservative given the moat and nature of these NIMBY assets. u cant build a new prison today (without spending billions) ask utah"  
[X Link](https://x.com/BoxLongs/status/1704914337700159949)  2023-09-21T17:43Z [---] followers, [---] engagements


"@alvaro6v $geo is the one massive leverage. just need to hammer down the debt and equity will launch. crisis has reached tipping point"  
[X Link](https://x.com/BoxLongs/status/1704916652272337242)  2023-09-21T17:53Z [----] followers, [---] engagements


"@alvaro6v $geo from $cxw call multiply the replacement cost x 45k beds = massive # billions"  
[X Link](https://x.com/BoxLongs/status/1704917781051834765)  2023-09-21T17:57Z [----] followers, [----] engagements


"@CitadelAir lets f go $geo"  
[X Link](https://x.com/BoxLongs/status/1705200724253004072)  2023-09-22T12:41Z [----] followers, [---] engagements


"@DakotasTwits @theyhatemetoo $geo they need to do something. ATD program is successful and very cost effective. Logical decision is to grow it. At 5x ebitda no brainer for that optionality. Worst case $200m a year in debt paydown to equity"  
[X Link](https://x.com/BoxLongs/status/1705644174861549720)  2023-09-23T18:03Z [----] followers, [---] engagements


"$geo border crossings continue to surge on pace to surpass [---] million individuals in last [--] months ended sept"  
[X Link](https://x.com/BoxLongs/status/1706013672869429293)  2023-09-24T18:32Z [----] followers, [---] engagements


"$geo going right back where it came from $25 #bordercrisis"  
[X Link](https://x.com/BoxLongs/status/1706727979509072106)  2023-09-26T17:50Z [----] followers, [----] engagements


"@theyhatemetoo first they have to pay down some debt and renegotiate covenants. then the mother of all cap return programs they are paying down 200m a year in debt annually now that can be buybacks once they are out of penalty box with lenders. its coming. $geo"  
[X Link](https://x.com/BoxLongs/status/1706730871351288306)  2023-09-26T18:02Z [----] followers, [---] engagements


"@theyhatemetoo if nothing goes right it could be awhile 8-12 qtrs if ATD program kicks in and they are throwing off $600m in EBITDA it could be much much sooner. Either way PRISONS ARE NOT GOING AWAY and its at 5x ebitda and replacement cost of assets is 4x. downside limited. upside big $geo"  
[X Link](https://x.com/BoxLongs/status/1706731499746119912)  2023-09-26T18:04Z [---] followers, [---] engagements


"@theyhatemetoo no. if your going to buy $cxw on that theme (logical) you might as well buy the more levered play. I prefer $geo because i think the equity can 5x and also i prefer their contract with DHS / ICE for ATD that segment if it grows will dramatically change the margin profile+++"  
[X Link](https://x.com/BoxLongs/status/1706734000553824559)  2023-09-26T18:14Z [----] followers, [---] engagements


"@theyhatemetoo taking the words out of my mouth. i caught $rig small. not gonna miss $geo size up"  
[X Link](https://x.com/BoxLongs/status/1706734580298826161)  2023-09-26T18:16Z [----] followers, [---] engagements


"@theyhatemetoo $geo try getting a prison built. they just built one in utah for a trillion dollars"  
[X Link](https://x.com/BoxLongs/status/1706734819189669938)  2023-09-26T18:17Z [----] followers, [---] engagements


"@theyhatemetoo $geo once they rework that [----] term loan share count will disappear"  
[X Link](https://x.com/BoxLongs/status/1706735249722417593)  2023-09-26T18:19Z [----] followers, [---] engagements


"$geo 77% of Americans are against open borders"  
[X Link](https://x.com/BoxLongs/status/1707021908053569589)  2023-09-27T13:18Z [----] followers, [---] engagements


"@TicTocTick trades at absurd (low) multiple. in line with sp index is $15. see u at $12 $geo"  
[X Link](https://x.com/BoxLongs/status/1707031554730475637)  2023-09-27T13:56Z [----] followers, [---] engagements


"@michaeljburry loves asymmetric set ups this $geo is one for the ages"  
[X Link](https://x.com/BoxLongs/status/1707032593453941005)  2023-09-27T14:01Z [----] followers, [---] engagements


"@DakotasTwits they dont even need to do a thing. 5x ebitda highly levered and 20m shares short. re rating to 10x ebitda is a double from here. $geo big catalysts coming society inflecting against the illegal migration wave"  
[X Link](https://x.com/BoxLongs/status/1707034259398005194)  2023-09-27T14:07Z [----] followers, [---] engagements


"@narmacnetworth buying calls on $geo is like buying a call on a call. $geo common stock so spring loaded. entire us prison system for pennies on the dollar. this move is going to be so f epic. $geo assemblage of technology services and infrastructure is worth billions and is essential"  
[X Link](https://x.com/BoxLongs/status/1707034617205637417)  2023-09-27T14:09Z [---] followers, [---] engagements


"@narmacnetworth @TicTocTick $geo these facilities are ready to go. try and build and replace this critical infrastructure. good luck. worth a couple billion dollars to save the country from itself. some politician will figure it out (again)"  
[X Link](https://x.com/BoxLongs/status/1707035690209247406)  2023-09-27T14:13Z [----] followers, [----] engagements


"@ericaltm @narmacnetworth @TicTocTick the idle facilities. the entire footprint worth much more 50K beds with a little creativity. $5B $6B who knows. would take a decade to find out. $geo"  
[X Link](https://x.com/BoxLongs/status/1707038173514154448)  2023-09-27T14:23Z [----] followers, [---] engagements


"$geo BI technology is backbone of the solution Went to the Eagle Pass border crossing to see whats really going on https://t.co/ADYY2XvAKT Went to the Eagle Pass border crossing to see whats really going on https://t.co/ADYY2XvAKT"  
[X Link](https://x.com/BoxLongs/status/1707760801061220776)  2023-09-29T14:14Z [----] followers, [---] engagements


"$geo [-----] illegal border crossings in past [--] days"  
[X Link](https://x.com/BoxLongs/status/1707761303098474506)  2023-09-29T14:16Z [----] followers, [---] engagements


"$geo stock making great progress. major inflection in the political climate paving the way for increased funding in border security (ATD) and multiple expansion. Many ways to win"  
[X Link](https://x.com/BoxLongs/status/1707829425532735562)  2023-09-29T18:47Z [---] followers, [----] engagements


"@DakotasTwits $geo time to take lazy shorts to wood shed"  
[X Link](https://x.com/BoxLongs/status/1708468993869169114)  2023-10-01T13:08Z [----] followers, [---] engagements


"@eliant_capital This news cycle is a [---] year cat [--] storm. Biden and NY dems turning on each other. Elon broke the damn. [---] million views. Major inflection. Hard not to see a massive increase in funding $GEO"  
[X Link](https://x.com/BoxLongs/status/1708596805078835649)  2023-10-01T21:36Z [---] followers, [---] engagements


"@eliant_capital Best part is $GEO has record profits under Biden and prints money. PE is like 6x. Which is a joke. So much room"  
[X Link](https://x.com/BoxLongs/status/1708597195467833654)  2023-10-01T21:38Z [---] followers, [---] engagements


"@LingmerthStefan @ToffCap good sensitivity chart on multiple vs ebitda- huge torque $geo"  
[X Link](https://x.com/BoxLongs/status/1708819996317544586)  2023-10-02T12:23Z [----] followers, [---] engagements


"$geo friendly reminder that the replacement cost of geo's facilities is $20 / share even at unrealistic $100k new build cost (its much higher)"  
[X Link](https://x.com/BoxLongs/status/1708821958987514294)  2023-10-02T12:31Z [----] followers, [---] engagements


"$GEO Biden tried to claim victory in June then crossings exploded higher. New records in FY (Sept) [--]. 2500000+ crossings (that we know of)"  
[X Link](https://x.com/BoxLongs/status/1708827173518213225)  2023-10-02T12:52Z [----] followers, [---] engagements


"$geo a long set up like this takes years and years of multiple compression- right as fundamentals inflect"  
[X Link](https://x.com/BoxLongs/status/1708835841139748881)  2023-10-02T13:26Z [----] followers, [----] engagements


"@TechTrader999 @eliant_capital buckle up got $geo"  
[X Link](https://x.com/BoxLongs/status/1708836058207601088)  2023-10-02T13:27Z [----] followers, [---] engagements


"$geo chart from @LingmerthStefan. pick your ebitda power and pick your multiple. most asymmetric set up i have seen in years. $10-20 first stop"  
[X Link](https://x.com/BoxLongs/status/1708837072432218439)  2023-10-02T13:31Z [---] followers, [---] engagements


"$geo more money is going to the border. public support growing stronger by the day. https://www.pewresearch.org/politics/2021/05/03/most-americans-are-critical-of-governments-handling-of-situation-at-u-s-mexico-border/ https://www.pewresearch.org/politics/2021/05/03/most-americans-are-critical-of-governments-handling-of-situation-at-u-s-mexico-border/"  
[X Link](https://x.com/BoxLongs/status/1708840356178022440)  2023-10-02T13:44Z [----] followers, [---] engagements


"$geo i am sure google will censor this soon to make the trend look less extreme- but this is lift off"  
[X Link](https://x.com/BoxLongs/status/1708843820694098370)  2023-10-02T13:58Z [----] followers, [---] engagements


"$geo is going to buy back a lot of stock time to own it is now before they do"  
[X Link](https://x.com/BoxLongs/status/1708844175775449590)  2023-10-02T13:59Z [---] followers, [---] engagements


"$geo Illinois gov wants better data collection at the federal level. Got $geo"  
[X Link](https://x.com/BoxLongs/status/1708984213838410016)  2023-10-02T23:16Z [---] followers, [---] engagements


"$geo remem when the stock traded 188M shares in one day 6.9.21 https://fortune.com/2021/06/10/geo-group-share-price-meme-stock-private-prisons/ https://fortune.com/2021/06/10/geo-group-share-price-meme-stock-private-prisons/"  
[X Link](https://x.com/BoxLongs/status/1709184599857725545)  2023-10-03T12:32Z [----] followers, 18.1K engagements


"@BlueDuckCap $GEO hard to envision a world where funding for border security does not rise materially in light of the crisis. most efficient way to get problem under control is using technology. ATD program = obvious solution. $GEO is the obvious beneficiary. $geo was $12 when ATD was 377K"  
[X Link](https://x.com/BoxLongs/status/1709190638871175173)  2023-10-03T12:56Z [----] followers, [---] engagements


"$geo $200m a year in debt paydown should drive a 15% cagr in the equity as a baseline scenario. when that cash gets redirected for a massive buyback $geo stock will have escape velocity"  
[X Link](https://x.com/BoxLongs/status/1709191958101426403)  2023-10-03T13:01Z [----] followers, [----] engagements


"$SQ wow is this thing in the wood shed"  
[X Link](https://x.com/BoxLongs/status/1709294111667232942)  2023-10-03T19:47Z [----] followers, [---] engagements


"$RBLX on sale. $SQ on sale. Long network effects"  
[X Link](https://x.com/BoxLongs/status/1709554653300392187)  2023-10-04T13:02Z [----] followers, [---] engagements


"Got $geo Time to get that capacity filled"  
[X Link](https://x.com/BoxLongs/status/1710054634402816359)  2023-10-05T22:09Z [----] followers, [---] engagements


"$geo ready to go pp 17"  
[X Link](https://x.com/BoxLongs/status/1710055215490093542)  2023-10-05T22:11Z [----] followers, [---] engagements


"@TrackInflation $200000 a bed x [-----] beds = $geo"  
[X Link](https://x.com/BoxLongs/status/1710062274524651977)  2023-10-05T22:39Z [----] followers, [---] engagements


"$snap pricing in an estimate cut after todays negative WF note"  
[X Link](https://x.com/anyuser/status/1710341765541073130)  2023-10-06T17:10Z [--] followers, [---] engagements


"$snap i think bar so low anything consistent with consensus sets up the rip back above $9-10. Q4 guide has been derisked after todays negative note and massive under performance. dont get trapped short"  
[X Link](https://x.com/BoxLongs/status/1710342723125862596)  2023-10-06T17:14Z [----] followers, [---] engagements


"$snap my gut says move on eps going to be massive +/- 20-30%. [--] more sessions. many ways to win"  
[X Link](https://x.com/BoxLongs/status/1710344225659687101)  2023-10-06T17:20Z [----] followers, [---] engagements


"$snap basically negatively preannounced on 9.27"  
[X Link](https://x.com/BoxLongs/status/1710349659141808628)  2023-10-06T17:41Z [----] followers, [---] engagements


"got $geo electronic monitoring for migrant masses is coming wall or no wall"  
[X Link](https://x.com/BoxLongs/status/1710350499847840230)  2023-10-06T17:45Z [----] followers, [---] engagements


"$geo scoreboard check next stop $9"  
[X Link](https://x.com/BoxLongs/status/1710350821202804828)  2023-10-06T17:46Z [----] followers, [---] engagements


"$snap revenue expectations for [----] were over $8B at the start of [----] they are now down to $4.5B. [----] Rev estimate from $11B to $5B. CY [--] Ebitda cut from $3.8B to $250M. Stock was $50 a share then. Now its $8. pace of cuts is slowing dramatically. Now in post bubble zone"  
[X Link](https://x.com/BoxLongs/status/1710356288662634793)  2023-10-06T18:08Z [---] followers, [---] engagements


"did $snap retract October newsletter"  
[X Link](https://x.com/BoxLongs/status/1710661656890507425)  2023-10-07T14:21Z [----] followers, [---] engagements


"long $GEO current administration is a disaster on border security"  
[X Link](https://x.com/BoxLongs/status/1711392128830410916)  2023-10-09T14:44Z [---] followers, [----] engagements


"$geo #3 hard to explain. decisions inside DHS / ICE around ATD enrollment don't follow logic. Seems like an inflection is likely driven by 1- increased public backlash against open borders 2- potential wipe out of current admin given plummeting approval 3- increased funding bundled in with Ukraine/Israel spend. re #3 the Sept qtr and potentially Q4 ATD assumptions could be too high from investors. some risk of another pushout given govt shutdown continuing resolution. if stock is -10% on a bad print. tepid guide i think the pool of buyers is now 10x larger. $geo on the radar now"  
[X Link](https://x.com/BoxLongs/status/1711409864012919125)  2023-10-09T15:54Z [----] followers, [----] engagements


"$geo basic thesis has not changed that much since [----] when @michaeljburry got me to revisit. the border has continued to get worse. They did address near term debt issue - which was a major positive and drop REIT status. Border crisis has gotten much worse +debt shrinking 1/5"  
[X Link](https://x.com/BoxLongs/status/1711413455725474223)  2023-10-09T16:08Z [----] followers, [----] engagements


"$GEO 99.7% of illegal aliens are allowed to remain in the US what could go wrong"  
[X Link](https://x.com/BoxLongs/status/1712106647588348118)  2023-10-11T14:03Z [---] followers, [---] engagements


"$SNAP [----] ad revs consensus $5092m is +14%. everyone thinks that number is out of reach. +20% stretch goal well above definitely major positive in context of current bombed out sentiment and heavy short position on q4 revs cut"  
[X Link](https://x.com/BoxLongs/status/1713904883487690895)  2023-10-16T13:09Z [----] followers, [---] engagements


"@LongShortIMT $snap this move really is all about next years number +14% growth in ad revs being in the ball park (relative to the memo) and everyone positioned for a big cut on the print bc q4 guide down means they enter [----] running at a much lower growth rate. not a mgmt uptick"  
[X Link](https://x.com/BoxLongs/status/1713945581352042706)  2023-10-16T15:50Z [---] followers, [---] engagements


"@thespencerwalsh that chart does not make me feel good. RE prices still come down given affordability is a disaster. Cost to borrow is what 1/3rd of what goes into carrying a house along with taxes and insurance () both of which are ripping including the cost of everything else utilities etc"  
[X Link](https://x.com/BoxLongs/status/1713965080121864499)  2023-10-16T17:08Z [---] followers, [--] engagements


"$snap the *smart money* still hates it. gugg am tmt note"  
[X Link](https://x.com/BoxLongs/status/1714249938354479370)  2023-10-17T12:00Z [---] followers, [---] engagements


"$snap the link to last years [----] goals memo which snap missed badly. The stock closed at $11.46 that day 9.7.22"  
[X Link](https://x.com/BoxLongs/status/1714254824651309109)  2023-10-17T12:19Z [---] followers, [---] engagements


"$RBLX good listen. going to 1B users beyond gaming immersive 3D communications dating for nerds who dont like tinder https://youtu.be/DB9F-B24e5E https://youtu.be/DB9F-B24e5E"  
[X Link](https://x.com/BoxLongs/status/1714375236760567839)  2023-10-17T20:18Z [----] followers, [---] engagements


"$geo there is some hot money in this one. probably test $8 when they report q3 and there is no upside to nums. the delay in getting funding for the border hurts potential for near term upside. i have a feeling a lot of new holders dont realize that"  
[X Link](https://x.com/BoxLongs/status/1714640767912751551)  2023-10-18T13:53Z [---] followers, [---] engagements


"if $geo gets to $7 handle i will back up the f truck (again) this is a double in [--] months"  
[X Link](https://x.com/BoxLongs/status/1714641845798514881)  2023-10-18T13:57Z [---] followers, [----] engagements


"$geo there is no ATD upside to Q3 this is stabilization at best right now. all about the set up for 2024"  
[X Link](https://x.com/BoxLongs/status/1714642433617666052)  2023-10-18T13:59Z [---] followers, [---] engagements


"the $geo trade is being driven by sentiment (multiple expansion) right now due to the insane border policy of the current administration obviously imploding in front of everyone's eyes. we need more border security during wartime not less. current admin is a dream for terrorists who want to enter the USA and attack us. there is a real bid under $geo now because of this. BUT the (positive) estimate revisions and debt paydown will take time. the ATD program is an obvious part of the solution to enhance our border security. The fact that politicians in DC are a** dragging and cant get it done is"  
[X Link](https://x.com/BoxLongs/status/1714643655166706123)  2023-10-18T14:04Z [----] followers, [---] engagements


"$geo long = short this insane statement from DHS head Mayorkas. "From day one this Administration has made clear that a border wall is not the answer. That remains our position and our position has never wavered.""  
[X Link](https://x.com/BoxLongs/status/1714645141359579644)  2023-10-18T14:10Z [---] followers, [---] engagements


"$geo its late October where is the sept data current admin desperately wants you to forget about what is going on at the southern border. luckily @elonmusk did some live reporting for us"  
[X Link](https://x.com/BoxLongs/status/1714645802721693792)  2023-10-18T14:13Z [---] followers, [---] engagements


"$geo is like neighborhood watch program for America"  
[X Link](https://x.com/BoxLongs/status/1714650459972264420)  2023-10-18T14:31Z [---] followers, [---] engagements


"@Esc0bar123 @DeItaone $geo it will happen. but not in time to save Q3-Q4"  
[X Link](https://x.com/BoxLongs/status/1714653820855185602)  2023-10-18T14:45Z [---] followers, [---] engagements


"$MSFT i love how Morgan Stanley is taking down Azure nums quietly. They need to keep cutting. big reaccel in [----] is pipe dream. That y/y $ ads=aggressive going to get hammered down between now and yr end. how will stock work if bulls all need to take nums down"  
[X Link](https://x.com/BoxLongs/status/1714726507195597222)  2023-10-18T19:33Z [----] followers, [---] engagements


"@horatioalger201 $snap could have fire half the company and it would have no impact on revenues. and they probably will. they start beating profitability and cash flow targets stock will be explosive given huge user base and monetization *dream*"  
[X Link](https://x.com/BoxLongs/status/1715053920408547423)  2023-10-19T17:14Z [---] followers, [--] engagements


"$SNAP time to cut the fat snapchat has a lot more fat to cut in their companyimagine the bs in this clusterfck $snap https://t.co/oSBoEojfHz snapchat has a lot more fat to cut in their companyimagine the bs in this clusterfck $snap https://t.co/oSBoEojfHz"  
[X Link](https://x.com/BoxLongs/status/1715054353503985869)  2023-10-19T17:16Z [----] followers, [---] engagements


"@horatioalger201 these titles. so good. what a cash furnace of a day directors of *belonging*. massive negative roi. just hire the best. $snap"  
[X Link](https://x.com/BoxLongs/status/1715056354027540665)  2023-10-19T17:24Z [----] followers, [--] engagements


"$MSFT Azure bulls look way high. Guggenheim nums"  
[X Link](https://x.com/BoxLongs/status/1715352271628775609)  2023-10-20T13:00Z [----] followers, [--] engagements


"I wonder how much they spent on cloud capacity $msft $amzn"  
[X Link](https://x.com/BoxLongs/status/1715354342629298585)  2023-10-20T13:08Z [---] followers, [---] engagements


"$MSFT if azure growth slows to the low 20% range in [--] months (or worse) where will the stock be u are just "warehousing risk" if you own it. amazing biz. the best ever. but the street has it modeled wrong and everything is mean reverting as the economy slows. scary set up"  
[X Link](https://x.com/BoxLongs/status/1715362615470235959)  2023-10-20T13:41Z [----] followers, [---] engagements


"SAAS value plays $RNG $GDDY $ZUO $BOX"  
[X Link](https://x.com/BoxLongs/status/1716438524713402468)  2023-10-23T12:56Z [----] followers, [---] engagements


"SAAS nosebleeds $MSFT $MDB $SNOW"  
[X Link](https://x.com/BoxLongs/status/1716438802888044861)  2023-10-23T12:57Z [---] followers, [---] engagements


"$RNG Vlad riding this one from 30x sales to 1x sales has to be some sort of record. 2-3x ttm ARR= $56-77. financials dont look *that* bad. time to gut it"  
[X Link](https://x.com/BoxLongs/status/1716459535773131140)  2023-10-23T14:20Z [---] followers, [---] engagements


"$RNG this hand off seems lukewarm at best. what is going to change we all agree stock is cheap. 400k mid market customers. $2B in ARR. 5M+ users. AI"  
[X Link](https://x.com/BoxLongs/status/1716459537702559799)  2023-10-23T14:20Z [---] followers, [---] engagements


"$GEO next major caty is earnings Tues [----] i expect the quarter will not produce a positive estimate revision and likely continued guarded optimism on ATD program enrollment. The govt funding picture is likely delaying somewhat any upside for Q4. The set up remains asymmetrically positive I bet the ranch $6-8 fair value on multiple different frameworks is $12 - [--]. I expect we are materially higher in [--] months border crisis continues unabated and funding has to flow to solutions. $GEO uniquely well positioned to benefit"  
[X Link](https://x.com/BoxLongs/status/1716480751330300314)  2023-10-23T15:44Z [---] followers, [---] engagements


"$GEO i think will react positively to a speaker of the house being elected and passing a spending package for the border. just a matter of when not if. There is room for a 50% move higher on multiple expansion alone and $GEO would still be cheap by any measure. The ATD positive enrollment growth and debt paydown in [----] will be required to get into that $10-20 zone. Other positive catalysts exist like D Ray James ramp up in GA etc"  
[X Link](https://x.com/BoxLongs/status/1716481898292121909)  2023-10-23T15:49Z [---] followers, [---] engagements


"the leadership of DHS and ICE can do what they want they have sufficient funding TODAY to take that count back up to nearly 400k enrolled when $geo was $10-12 bucks a share. Its a swamp process driving by irrational decision making and politics. I am not sure how much visibility $geo really has into it but i think it will grow again. current admin imploding in court of public opinion on the border"  
[X Link](https://x.com/BoxLongs/status/1716486246745214983)  2023-10-23T16:06Z [---] followers, [---] engagements


"$geo the profits from electronic monitoring are dramatically higher than the rest of the business. as the mix in electronic monitoring continues grow it would be logical that the dramatically depressed multiple on $geo equity should re-rate much higher. ESG exacerbated this"  
[X Link](https://x.com/BoxLongs/status/1716489105402421311)  2023-10-23T16:17Z [---] followers, [---] engagements


"$geo spent $415 million in cash to acquire BI in [----]. In the last [--] months BI has generated $527 million in revenue and $266 million in operating profit. This segment is the future of the company. $geo equity is a call option on this biz. Worth 5-10x"  
[X Link](https://x.com/BoxLongs/status/1716492038676402616)  2023-10-23T16:29Z [---] followers, [----] engagements


"$RNG merger with $ZM makes most sense. they can stop the knife fight +focus on AI overlays on massive installed base improve monetization. Sector is begging for consolidation. Everyone using all different online meeting products w/ little differentiation to the average user"  
[X Link](https://x.com/BoxLongs/status/1716572756798500996)  2023-10-23T21:50Z [----] followers, [----] engagements


"$MSFT if Azure y/y growth is going to decay at [----] bps in CC over the next yr q/q the stock will bleed. Street modeling 25% into perpetuity. Many bulls have it reaccelerating *dramatically* into 30% growth zone in [--] mo's. I think the view of decelerating Azure is correct but thats not whats embedded in the stock"  
[X Link](https://x.com/BoxLongs/status/1716787977236422663)  2023-10-24T12:05Z [---] followers, [---] engagements


"$msft last time margins were this high was during the tech bubble 1999-2000"  
[X Link](https://x.com/BoxLongs/status/1716979078392086994)  2023-10-25T00:44Z [----] followers, [---] engagements


"$msft AI revs need to keep ramping and taking share from $amzn $goog in order to hit azure sell side nums"  
[X Link](https://x.com/BoxLongs/status/1716982891077390537)  2023-10-25T00:59Z [---] followers, [---] engagements


"$snap stock comp is so effing outrageous. Gotta love it"  
[X Link](https://x.com/BoxLongs/status/1717000404074930609)  2023-10-25T02:09Z [---] followers, [----] engagements


"$snap my fave part of the buyback is it wont actually shrink the share count. U just get diluted slower. Its kinda like a disappearing message"  
[X Link](https://x.com/BoxLongs/status/1717008315484434498)  2023-10-25T02:40Z [---] followers, [---] engagements


"$SNAP wont stop working until Morgan Stanley upgrades to Hold. they raised [----] Ebitda estimates by 35% and raised the PT by 50c. So they are implying an even lower multiple"  
[X Link](https://x.com/BoxLongs/status/1717155196508295333)  2023-10-25T12:24Z [---] followers, [---] engagements


"$msft morgan stanley bull keeps walking down azure growth. fy 25: 34.5% -- 33.5% fy [--] 30% -- 29% fy 27: 25.9% -- 24.9% they do mention it in their defense"  
[X Link](https://x.com/BoxLongs/status/1717159331379007881)  2023-10-25T12:41Z [---] followers, [---] engagements


"$msft rising treadmill to meet the bullish azure numbers"  
[X Link](https://x.com/BoxLongs/status/1717225781678510454)  2023-10-25T17:05Z [---] followers, [---] engagements


"$msft big share gainer vs $goog so far in Q2-Q3 with $amzn left to report"  
[X Link](https://x.com/BoxLongs/status/1717226677024035211)  2023-10-25T17:08Z [---] followers, [---] engagements


"@BLyons151 @TMTMoats @S_curvecap $meta no strong opinion. ad revs comps still easy. stock up 3x from lows. no position. loved it @ [---] lol"  
[X Link](https://x.com/BoxLongs/status/1717260328885522516)  2023-10-25T19:22Z [---] followers, [---] engagements


"@BLyons151 @TMTMoats @S_curvecap $meta had easy set up to drive stock higher by cost cutting and easing off cap ex creating wonderful cash flow walk higher that value investors dream of. But that easy trade feels more priced in now. this cash flow V bottom was nasty and created by zuck"  
[X Link](https://x.com/BoxLongs/status/1717261158606881206)  2023-10-25T19:25Z [---] followers, [---] engagements


"$meta i guess that late sell off in the call related to the macro hedging on [----]. a little wishy washy"  
[X Link](https://x.com/BoxLongs/status/1717301209084629408)  2023-10-25T22:04Z [---] followers, [---] engagements


"$meta what an epic blow off top in ad dollars added y/y in q1-q3 [----]. approximate consensus expectations going fwd. Q3-Q4 [----] comps going to be tough on these big +6B ad dollar y/y ads in 2023"  
[X Link](https://x.com/BoxLongs/status/1717319926342447552)  2023-10-25T23:19Z [---] followers, [---] engagements


"@WallStCynic @TheTranscript_ $IBM LOL"  
[X Link](https://x.com/BoxLongs/status/1718086185040457979)  2023-10-28T02:04Z [---] followers, [--] engagements


"$msft vs $amzn share gains"  
[X Link](https://x.com/BoxLongs/status/1719051578978541600)  2023-10-30T18:00Z [---] followers, [---] engagements


"$pins what % of users are fake. they don't want u to know. i would love to know. 1% 10% 30% 40%. 50%"  
[X Link](https://x.com/BoxLongs/status/1719348136001372360)  2023-10-31T13:38Z [----] followers, [---] engagements


"$geo down on the shelf registration i guess. i dont think they are selling equity at $8 bucks. that would be dumb"  
[X Link](https://x.com/BoxLongs/status/1719366621930631517)  2023-10-31T14:52Z [---] followers, [---] engagements


"$geo D Ray James facility under review for new transfers (in state georgia) . https://www.11alive.com/article/news/local/judge-denies-petition-move-fulton-county-jail-inmates-out-of-state/85-b7b0c141-ae8a-4bb9-9345-11464deb8dbe https://www.11alive.com/article/news/local/judge-denies-petition-move-fulton-county-jail-inmates-out-of-state/85-b7b0c141-ae8a-4bb9-9345-11464deb8dbe"  
[X Link](https://x.com/BoxLongs/status/1719408358673756252)  2023-10-31T17:37Z [----] followers, [----] engagements


"$mrna cant wait till this thing is at zero @BlueDuckCap"  
[X Link](https://x.com/BoxLongs/status/1720088418498257114)  2023-11-02T14:40Z [----] followers, [---] engagements


"$DBX not sure what to do with this one. I guess at $20 its cheap enough to buy it back. the print was weak a lot of KPIs bleeding on a relative basis. seats up easy comps next year"  
[X Link](https://x.com/BoxLongs/status/1720498464889483529)  2023-11-03T17:49Z [----] followers, [---] engagements


"$dbx was not a good quarter for growth or relative upside to guidance"  
[X Link](https://x.com/BoxLongs/status/1720498466898444561)  2023-11-03T17:49Z [---] followers, [--] engagements


"$dbx net new ARR sucking some wind"  
[X Link](https://x.com/BoxLongs/status/1720498468660064444)  2023-11-03T17:49Z [----] followers, [---] engagements


"$dbx ARPU trends"  
[X Link](https://x.com/BoxLongs/status/1720498470786646316)  2023-11-03T17:49Z [---] followers, [---] engagements


"$dbx i think is worth $40 just not sure how they get it there. maybe drew can get zuck to roll him up. *cheap w/o a caty* wake me up at $20"  
[X Link](https://x.com/BoxLongs/status/1720499447321297233)  2023-11-03T17:53Z [----] followers, [---] engagements


"$dbx estimate changes (cuts) from RBC"  
[X Link](https://x.com/BoxLongs/status/1720499804940148892)  2023-11-03T17:54Z [---] followers, [---] engagements


"$geo light push out on q4 / [----] nums as expected. Budget delays in the SWAMP"  
[X Link](https://x.com/BoxLongs/status/1721860861176750566)  2023-11-07T12:03Z [---] followers, [---] engagements


"$geo estimate cuts on the q4 push out are quite small given upside to profitability in q3. '23E ebitda range NEW= $495-500M vs $490-520M in August only a -1.5% cut at the mid-pt. Debt paydown $109m. How fast can we get budget dollars is the q set up for [----] remains bullish"  
[X Link](https://x.com/BoxLongs/status/1721875083096928755)  2023-11-07T12:59Z [---] followers, [----] engagements


"$geo its time. beep beep beep. paging @BlueDuckCap"  
[X Link](https://x.com/BoxLongs/status/1721894459670159398)  2023-11-07T14:16Z [---] followers, [---] engagements


"$geo i wish the set up was not the way it is but current administration is an unmitigated disaster on border policy. its going to get worse before it gets better at the border"  
[X Link](https://x.com/BoxLongs/status/1721897820993867890)  2023-11-07T14:30Z [---] followers, [---] engagements


"$geo me and @BlueDuckCap right now. i have a fever. and the only cure. is more cowbell ( $geo)"  
[X Link](https://x.com/BoxLongs/status/1721898564732043523)  2023-11-07T14:33Z [---] followers, [---] engagements


"$geo who is selling on this. i want to know"  
[X Link](https://x.com/BoxLongs/status/1721900194361663757)  2023-11-07T14:39Z [---] followers, [---] engagements


"@anidesh7 @BlueDuckCap $geo could not have had a worse environment past several years between biden and the rates rip etc still printing money. that $500M in ebitda is de risked significantly. focus shifts to [----] funding. DHS ICE need to spend way more on ATD"  
[X Link](https://x.com/BoxLongs/status/1721910602459758682)  2023-11-07T15:20Z [----] followers, [---] engagements


"$geo today massive clearing event. get the last weak handed longs out. if they had beat numbers stock would be $10.50. just a matter of time now. if your short this and not hedging a convert position you are trapped"  
[X Link](https://x.com/BoxLongs/status/1721911151494123832)  2023-11-07T15:23Z [---] followers, [---] engagements


"@BlueDuckCap $geo face ripped off. lets go. $10 next stop on the misty mountain hop. [--] am call will be mellow. chart keeps getting better and better"  
[X Link](https://x.com/BoxLongs/status/1721916694564675942)  2023-11-07T15:45Z [---] followers, [---] engagements


"$geo RR might be [--] x [--] up to down. $10 up. $1 down"  
[X Link](https://x.com/BoxLongs/status/1721917378013892857)  2023-11-07T15:47Z [---] followers, [---] engagements


"$geo major transformative catalysts coming: [--]. ATD budget increase [--]. Debt paydown / restructuring [--]. massive capital return program. $10 -- $12 -- $14"  
[X Link](https://x.com/BoxLongs/status/1721918186273099862)  2023-11-07T15:51Z [---] followers, [---] engagements


"$geo debt pay down has consistently exceeded guidance. May it continue. Govt should be giving $geo cheap financing given they are the last line of defense from illegal migrant threats. $geo interest costs are going DOWN"  
[X Link](https://x.com/BoxLongs/status/1721928736163958928)  2023-11-07T16:32Z [---] followers, [----] engagements


"$GEO capacity for ATD well resourced to gear up for up to 5M enrollments from non detained docket. Stock would be $50 if that happens"  
[X Link](https://x.com/BoxLongs/status/1721930671294235079)  2023-11-07T16:40Z [---] followers, [----] engagements


"@DakotasTwits $geo $5 bucks a day x [--] mil = $25m a day. Insane modeling exercise. ATD back to [----] highs of 380k enrolled = $12 bucks. So much upside"  
[X Link](https://x.com/BoxLongs/status/1721931279615090913)  2023-11-07T16:43Z [---] followers, [---] engagements


"$GEO Public opinion on border security inflecting will it take a massive terror attack to get the president to move Or are plummeting poll numbers enough"  
[X Link](https://x.com/BoxLongs/status/1721932125820068139)  2023-11-07T16:46Z [---] followers, [---] engagements


"@MisPlusRess $geo the ultimate catalyst is the presidential election. If that flips"  
[X Link](https://x.com/BoxLongs/status/1721934205951607228)  2023-11-07T16:54Z [---] followers, [---] engagements


"@DakotasTwits What % actually get daily monitoring. $geo"  
[X Link](https://x.com/BoxLongs/status/1722074459677344175)  2023-11-08T02:12Z [---] followers, [---] engagements


"@DakotasTwits Its not going to be ankle monitors. It will be SmartLINK. $geo"  
[X Link](https://x.com/BoxLongs/status/1722075091217822080)  2023-11-08T02:14Z [---] followers, [---] engagements


"$mtch prediction somebody up top getting the axe"  
[X Link](https://x.com/BoxLongs/status/1722373375396356582)  2023-11-08T21:59Z [----] followers, [---] engagements


"$mtch $175 to $30 in a straight line. this is one where if management gets blown out the stock goes up. Blew $300M at $44.99 / share. don't buy back stock if your gonna miss. [----] revs estimates rolling over. free cash flow hack fest as well"  
[X Link](https://x.com/BoxLongs/status/1722376731858723086)  2023-11-08T22:13Z [----] followers, [---] engagements


"@narmacnetworth $mtch. I take that back. If ceo or cfo gone = another shoe to drop. Getting close to making profit on that last ugly 30% pop. Called [--] contemporaries. All [--] hate it wont touch it. Left for dead"  
[X Link](https://x.com/BoxLongs/status/1722398123249529019)  2023-11-08T23:38Z [----] followers, [---] engagements


"@DakotasTwits $geo equity is so asymmetric. The bonds yield 10%. Long those too. they are perfectly positioned to help the country process the border mess. I would happily submit to ATD to gain US citizenship. Small price to pay to be a US citizen. Its going to rocket launch 100% in a month"  
[X Link](https://x.com/BoxLongs/status/1723415652050821607)  2023-11-11T19:01Z [---] followers, [---] engagements


"$GEO Google working hard on that narrative top [--] hits when googling the word immigration under News"  
[X Link](https://x.com/BoxLongs/status/1724243236762333373)  2023-11-14T01:49Z [---] followers, [---] engagements


"$geo how many terrorists will enter our country before the next big attack. all so obvious and preventable. got $geo @BlueDuckCap"  
[X Link](https://x.com/BoxLongs/status/1724444870658453691)  2023-11-14T15:11Z [---] followers, [---] engagements


"$geo is paying too much to borrow as well- when the cost of debt comes down and it will the pendulum will swing excess free cash flow will go to shareholders. the equity is spring loaded. if the orange man wins (not my thesis) u will get paid 50-100% in a day"  
[X Link](https://x.com/BoxLongs/status/1724461921317933569)  2023-11-14T16:18Z [---] followers, [----] engagements


"$geo michael burry punted it all. didnt see that one coming"  
[X Link](https://x.com/BoxLongs/status/1724477512741175312)  2023-11-14T17:20Z [---] followers, [----] engagements


"@pstvprfts who knows. probably bearish on the market or maybe he figured out that spending bills would be delayed. surprised he would not look at the big picture which is an inflection in public sentiment on illegal migrants. i remain undeterred. $geo set up remains quite bullish"  
[X Link](https://x.com/BoxLongs/status/1724486372591903168)  2023-11-14T17:56Z [---] followers, [---] engagements


"$geo the relevant passage from the Q3 call on future debt financing- the ESG overhang is lifting. *we have received interest from several new banks as well as institutional investors* $geo is paying too much to borrow as well- when the cost of debt comes down and it will the pendulum will swing excess free cash flow will go to shareholders. the equity is spring loaded. if the orange man wins (not my thesis) u will get paid 50-100% in a day. $geo is paying too much to borrow as well- when the cost of debt comes down and it will the pendulum will swing excess free cash flow will go to"  
[X Link](https://x.com/BoxLongs/status/1724505716482777222)  2023-11-14T19:12Z [----] followers, [----] engagements


"$GEO the Oct [----] data FY [----] govt year starting off with yet another chart breakout on border encounters. $geo this is the top of the "lead funnel" for ATD and it is growing at a rapid rate. Up almost 20% Y/Y in Sept. and this data does not even capture all those that crossed with no contact. $geo ATD program should be in the millions. https://t.co/1tqabQG7KG $geo this is the top of the "lead funnel" for ATD and it is growing at a rapid rate. Up almost 20% Y/Y in Sept. and this data does not even capture all those that crossed with no contact. $geo ATD program should be in the millions."  
[X Link](https://x.com/BoxLongs/status/1724507597292666995)  2023-11-14T19:20Z [----] followers, [----] engagements


"@GoforThomas Me when Burry sold $GEO"  
[X Link](https://x.com/BoxLongs/status/1724585673376596112)  2023-11-15T00:30Z [---] followers, [---] engagements


"$RBLX 13F ValueAct discloses material changes in holdings in 13F filing Roblox Corp (RBLX) 1.8M welcome to the party"  
[X Link](https://x.com/BoxLongs/status/1724776231915180210)  2023-11-15T13:07Z [----] followers, [---] engagements


"$RBLX long term guidance is coming - BUCKLE UP"  
[X Link](https://x.com/BoxLongs/status/1724778581929152914)  2023-11-15T13:17Z [----] followers, [---] engagements


"$RBLX this is where the bar is. my creeping suspicion is [--]. bookings growth can be well north of 20% in the medium term for some extended period of quarters (years) and [--]. margins are ready to rip given all the heavy investment plowed into the platform to handle covid surge"  
[X Link](https://x.com/BoxLongs/status/1724784949788922027)  2023-11-15T13:42Z [---] followers, [---] engagements


"$RBLX 100% chance this consensus forecast is wrong - but what is the right growth rate"  
[X Link](https://x.com/BoxLongs/status/1724795543074045995)  2023-11-15T14:24Z [---] followers, [----] engagements


"$RBLX JPM estimated 65M DAU by [----] out of the gate. that # was surpassed by Q2 [--]. outlook has changed massively internally. street forecasts useless other than as a proxy for expectations"  
[X Link](https://x.com/BoxLongs/status/1724801630531620962)  2023-11-15T14:48Z [---] followers, [---] engagements


"$RBLX based on sizing in other high quality software platforms i bet ValueAct position in RBLX going to 10x"  
[X Link](https://x.com/BoxLongs/status/1724805638172352913)  2023-11-15T15:04Z [---] followers, [---] engagements


"$RBLX going to have a day tomorrow. Sell side ❤"  
[X Link](https://x.com/BoxLongs/status/1724814364853654003)  2023-11-15T15:39Z [---] followers, [---] engagements


"@tripscapital long term guidance set to drop. calm before the storm should close up or down at least 10% in my opinion $36 or $44 by the close $rblx"  
[X Link](https://x.com/BoxLongs/status/1724820028468465765)  2023-11-15T16:01Z [---] followers, [--] engagements


"$rblx arpu upside commeth"  
[X Link](https://x.com/BoxLongs/status/1724822196659351572)  2023-11-15T16:10Z [---] followers, [---] engagements


"$RBLX ARPU 🚀"  
[X Link](https://x.com/BoxLongs/status/1724823755015201035)  2023-11-15T16:16Z [---] followers, [---] engagements


"$RBLX MS will upgrade to buy at $100"  
[X Link](https://x.com/BoxLongs/status/1724827081593311506)  2023-11-15T16:29Z [---] followers, [---] engagements

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