Who We Are
GLJ Research, LLC is a differentiated research boutique committed to identifying unique investment opportunities across a variety of sectors. GLJ makes both long and short recommendations with acute care to each of our institutional clients’ needs, providing insight into relatively unresearched stocks to help investors find alpha. Currently, GLJ Research covers 14 stocks in the solar, bulk commodity, rail, electric car, Li-Ion, and Cannabis sectors. Our aim, in short, at GLJ Research is to provide unbiased deep-value analysis, enabling us to be the best in each sector we cover.
GLJ Research, LLC thus far has established a reputation for unique short ideas, as well as select long calls where applicable. Furthermore, through mentoring, GLJ Research intends on developing home-grown/talented analysts focused on providing truly unique/value-added analysis to our institutional clients.
For further information, please contact [email protected] or
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September 28, 2023
GLJ Solar Weekly – US Solar Installations are Collapsing + US Solar Cell/Module Imports are Surging = Pending “Nightmare Before Christmas” for US Cell & Module Prices
Price Tracker. Applying a modified approach, we detail PV pricing data by substrate (Ex. 4-5), segmented by Chinese and global prices, tracked each Wednesday by EnergyTrend, PVInsights, and PVInfolink, respectively. Last week, price changes in China…
September 25, 2023
GLJ Solar Weekly – Does the Recently Updated California Solar Initiative Data Dump Show SolarEdge is in “Big” Trouble, Fireside Chat w/ US Solar Distribution Bellwether (is the “Solar Bear Market” about to Die?), & Does Aug. German Solar Installation Data Suggest Q3 Will “Frighten” the Solar Bulls?
Price Tracker. Applying a modified approach, we detail PV pricing data by substrate (Ex. 14-15), segmented by Chinese and global prices, tracked each Wednesday by EnergyTrend, PVInsights, and PVInfolink, respectively. Last week, price changes in China…
September 18, 2023
Tesla Can No Longer Grow at its 50%/yr “Mirage” Without a Much Cheaper Car it Won’t Have for Yrs in a Best-Case Scenario & Q3 Results Shaping up to be Big Disappointment
Tesla Has a Q3 Demand and Earnings Problem that Many Seem to Want to Ignore (for now). In this note, in addition to updating our bottom-up earnings driver model for TSLA’s 2023E and 2024E-25E earnings…
September 12, 2023
Is the Uranium Market in the Beginning Innings of a Second “EV-Like” Melt-Up, which is Misunderstood by the Masses?
What’s Up? In this note we update our view on both Cameco Corp., and the broader Uranium space, where the most significant takeaways are: (a) a revamp of our global supply/demand model framework, (b) our…
Our Leadership
GLJ Research in the Media:
Binance could be ‘effectively tricking’ people into buying crypto, says founder of GLJ Research
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See @GLJ_Research’s interview with @realMeetKevin discussing the Fed, TSLA, ENPH, solar, recession, nuclear, FSD, F, GM, EVs, US/China macro, @SecYellen, SVB, banking, and more!
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GLJ’s CEO discusses current state of affairs at Tesla, and what to expect in 2023.
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Steel prices are tumbling as a result of China’s suppressed construction sector, while North American steel producers are seeing impressive earnings. Gordon Johnson, CEO of GLJ Research joins BNN Bloomberg to discuss opportunities in this market and the benefits of utilizing uranium for nuclear power.
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Gordon Johnson, CEO, and Founder of GLJ Research joins Zer0es TV to explain the deep connection between the construction and real estate bubble in China, and commodities like coal, iron ore, and steel.
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Uranium prices are soaring as more investors pile into the Sprott Physical Uranium Trust ETF putting pressure on a sector with tight supply. Gordon Johnson, CEO of GLJ Research, joins BNN Bloomberg for his outlook on it all and why he thinks the rally is sustainable.
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Gordon Johnson, GLJ Research CEO and Founder, discusses value vs. growth rotation, yields and inflation. He speaks with Alix Steel and Guy Johnson on “Bloomberg Markets.”
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Gordon Johnson, CEO of GLJ Research, explains why the aggressive fiscal stimulus is driving many commodities higher – including steel – and expects U.S. Steel and Cleveland-Cliffs to be “real winners” of the bull run.
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GLJ Research Chief Executive Officer Gordon Johnson, discusses Tesla shares which are slumping after not being added to the S&P 500. He speaks with Alix Steel and Guy Johnson on “Bloomberg Markets.”
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Gordon Johnson, CEO and founder of GLJ Research joins BNN Bloomberg with his thoughts on Tesla after the company was denied entrance in the S&P 500 index.
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Gordon Johnson reviews Tesla CEO Elon Musk’s claims that 200K orders for the new Cybertruck have been placed, in possible violation of his deal with the SEC.
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Gordon Johnson of GLJ Research discusses the closing of the US-China tariff loophole and how this move will affect solar panel imports and prices.
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After disappointing fourth quarter revenues, Gordon Johnson of GLJ Research doubles down on bearish predictions that Hexo Corp cannabis earnings will decline in 2020.
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One of Tesla’s biggest bears, Gordon Johnson of The Vertical Research Group, lays out what he thinks the Street is missing.
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Gordon Johnson, Vertical Group analyst, explains why he is shorting Tesla Inc. shares.
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Gordon Johnson talks with Bloomberg’s Alix Steel about metal prices, the iron-ore supply chain and his positioning in the group.
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Gordon Johnson, Vertical Group, discusses his firm downgrading US Steel to a ‘sell’ rating since President Trump announced imposed tariffs on steel and aluminum.
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Steel industry insiders say Wall Street needs to dial back its expectations over Section 232 steel import action, explains Gordon Johnson of Axiom Capital.
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Gordon Johnson, discusses his outlook on iron ore and metallurgical coal prices and how they are impacted by a shifting economy in China.
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