Postcards: The Ultimate Trump Stock?

Today, I'm revisiting a stock we recommended in March... and it's up 28% since then. ͏   ­͏   ­͏   ­͏   ­͏   ­͏   ­͏   ­͏   ­͏   ­͏   ­͏   ­͏   ­͏   ­͏   ­͏   ­͏   ­͏   ­͏   ­͏   ­͏   ­͏   ­͏   ­͏   ­͏   ­͏   ­͏   ­͏   ­͏   ­͏   ­͏   ­͏   ­͏   ­͏   ­͏   ­͏   ­͏   ­͏   ­͏   ­͏   ­͏   ­͏   ­͏   ­͏   ­͏   ­͏   ­͏   ­͏   ­͏   ­͏   ­͏   ­͏   ­͏   ­͏   ­͏   ­͏   ­͏   ­͏   ­͏   ­͏   ­͏   ­͏   ­͏   ­͏   ­͏   ­͏   ­͏   ­͏   ­͏   ­͏   ­͏   ­͏   ­͏   ­͏   ­͏   ­͏   ­͏   ­͏   ­͏   ­͏   ­͏   ­͏   ­͏   ­͏   ­͏   ­͏   ­͏   ­͏   ­͏   ­͏   ­͏   ­͏   ­͏   ­͏   ­͏   ­͏   ­͏   ­͏   ­͏   ­͏   ­͏   ­͏   ­͏   ­͏   ­͏   ­͏   ­͏   ­͏   ­͏   ­͏   ­͏   ­͏   ­͏   ­͏   ­͏   ­͏   ­͏   ­͏   ­͏   ­͏   ­͏   ­͏   ­͏   ­͏   ­͏   ­͏   ­͏   ­͏   ­͏   ­͏   ­͏   ­͏   ­͏   ­͏   ­͏   ­͏   ­͏   ­͏   ­͏   ­͏   ­͏   ­͏   ­͏   ­͏   ­͏   ­͏   ­͏   ­͏   ­͏   ­͏   ­͏   ­͏   ­͏   ­͏   ­͏   ­͏   ­͏   ­͏   ­͏   ­͏   ­͏   ­͏   ­͏   ­͏   ­͏   ­͏   ­͏   ­͏   ­͏   ­͏   ­͏   ­͏   ­͏   ­͏   ­͏   ­͏   ­͏   ­͏   ­͏   ­͏   ­͏   ­͏   ­͏   ­͏   ­͏   ­͏   ­͏   ­͏   ­͏   ­͏   ­͏   ­͏   ­͏   ­͏   ­͏   ­͏   ­͏   ­͏   ­͏   ­͏   ­͏   ­ Forwarded this email? [Subscribe here]() for more You are a free subscriber to Postcards from the Florida Republic. To upgrade to paid and receive the daily Republic Risk Letter, [subscribe here](. --------------------------------------------------------------- [Postcards: The Ultimate Trump Stock?]( Today, I'm revisiting a stock we recommended in March... and it's up 28% since then. [Garrett {NAME}](floridarepublic) Jul 16 floridarepublic   [READ IN APP](   Market Update: As I noted on Monday, the rally for the Russell 2000 doesn’t feel set to slow down. But it’s not a Trump rally… it’s the idea that the Fed may abandon the real 2% target. Chairman Powell said yesterday that they might not wait UNTIL inflation reaches 2%… just that they’re convinced it will. OKAY?!?! Remember, I flirted with the idea that they’d just walk away from the target to appease the Paul Krugmans of the world. My No. 1 pick of the second half for Republic Risk readers, Commercial Vehicle Group (CVGI), a small-cap trucking company, jumped 8.5% on the day. This is a good time for our small-cap-focused reversion stocks. [Upgrade to paid]( --------------------------------------------------------------- Dear Fellow Expat: Well, my body hurts, and I’m hungry… When you start a new diet and exercise program… you get pretty optimistic off the bat. Then you’re on that second workout… and then you think… “Do I want McDonald’s? I should have Kentucky Fried Chicken and stop this…” And therein lies the real conspiracy theory. That these restaurants put something in their fast food to ensure you give up all ambition… I finally understand this movie scene now… From Where Do Ideas Originate? A reader recently asked me to see some examples of our deeper work at Republic Research and how we find great ideas. In March, I laid out a rather lengthy thesis for the company GEO Group (GEO) - an international prison operator that handles migration detention at the U.S. border. It was an extensive argument built around government spending. Today, I want to open up the series to interested readers - because I want you to see how we approach ideas. It started here… with this piece… then the ensuing ones in the series. - ["Fear and Loathing on the Mexico Border"]( A breakdown of how the U.S. private prison industry gave way to wild incentives that have fostered two centuries of prison labor and detention. - [It Started Over A Fistfight in the 1950s… (Part One)]( This article breaks down the history of GEO Group, its founder, and how a fistfight among FBI agents led to the modern private prison system. [Light Reading from the Government (GEO Group)]( We dug into the massive government spending bill in March that funded huge increases in government spending on the border… thus making GEO Group a BUY. [Cigars and Prison Cells]( We explained how we wanted to trade the stock - and why it was an excellent time to be long. Since we started covering this stock at length - shares are up 28%, and there is still room to run., shares have been But don’t worry if you miss this train. Plenty more ideas are coming down the pipeline that aren’t based on systems or metrics. Be Sure to Stay Updated Ideas can come from anywhere… But sometimes, just one story… can turn into two. We’re starting our research on one major energy story… but it cracked into two because the two companies we’re researching have incredible dynamics and tell the story of U.S. domination in the decades ahead in the upstream and downstream sectors. You’ll hear more about how we’ll unleash this content to readers and what exciting changes are ahead. For now… I still need to figure out how to work this portable camera. We’ll be recording on Monday. Stay positive, Garrett {NAME} Disclaimer Nothing in this email should be considered personalized financial advice. While we may answer your general customer questions, we are not licensed under securities laws to guide your investment situation. Do not consider any communication between you and Florida Republic employees as financial advice. Under company rules, editors and writers cannot recommend their positions. The communication in this letter is for information and educational purposes unless otherwise strictly worded as a recommendation. Model portfolios are tracked to showcase a variety of academic, fundamental, and technical tools, and insight is provided to help readers gain knowledge and experience. Readers should not trade if they cannot handle a loss and should not trade more than they can afford to lose. There are large amounts of risk in the equity markets. Consider consulting with a professional before making decisions with your money.   [Like]( [Comment]( [Restack](   © 2024 Garrett {NAME} 548 Market Street PMB 72296, San Francisco, CA 94104 [Unsubscribe]() [Get the app]( writing]()