GEO - GEO Group: A Stock With An Options-Like Return Profile

• My valuation indicates that GEO Group's fair value is about $15.61 per share, given the fact that it plays an important role in social safety.
• Ongoing political and financial pressures have put it in a precarious position; I believe its price is now at an attractive level to buy and carries a huge upside potential.
• I assume that GEO will transition to a combined real estate and IT technology business that will make it less controversial and involve less political risk.
• GEO's current heavily indebted capital structure makes it options-like, and each successful debt payment it makes serves as a catalyst for investors to revalue its true value.

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