Geo Group Inc (GEO) - Friday, Oct 25, 2024

• The GEO Group is a potential investment opportunity with an asymmetric Trump trade, with a price target of $77 in a 2-year time horizon and a blue sky upside target of $103
• The company's market cap is $2.1 billion with an enterprise value of $3.9 billion
• The thesis is based on the potential increase in funding for ICE monitoring under the next administration, potentially leading to the eventual spin-off of the monitoring business, resulting in GEO's EBITDA potentially more than doubling from the current $500 million through various growth opportunities

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