In short: Infrastructure winner — private-prison/detention operator mailed out in late 2023 at a ~$1B market cap, now ~$3.5B (more than doubled) as the red sweep pulls forward immigration enforcement. Sold half / trimmed ~75% (around 24) to bank the Trump-trade run early.
GEO Group runs private prisons and immigration-detention centers. The house recommended it in late 2023 when it was worth about $1 billion; after Trump's win — which means tougher immigration enforcement and more detention demand — it more than tripled to about $3.5 billion.
Rather than ride it forever, they sold roughly three-quarters of the position into the rally. The lesson they draw from 2016 is that "Trump trades" tend to run hard right after the election and then give a lot back after the January inauguration, so it pays to take profits early.
Nothing matches this filter.
Verbatim excerpts from the public transcripts (auto-pulled at each mention's timestamp, lightly cleaned). Timestamps link into the video; "source page" opens that commentator's full analysis at this row. Click a mention's header line to expand it (one open at a time). For personal study — not investment advice.