Finance
One Month Later, The Thesis Looks Better
Quoth the Raven · QTR’s Fringe Finance
Oct 19, 2026 · 21s listen · Last updated October 19, 2026
On September 22, I published a piece titled “A Stock With A Potential $500 Million Earnings Surprise,” highlighting research from one of my favorite analysts, Gordon Johnson of GLJ Research. Today, that thesis got some validation I wanted to update my readers on.
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One Month Later, The Thesis Looks Better
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