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
[email protected].
June 17, 2025
We Move our Rating on SolarEdge from HOLD to SELL on Surprisingly Bearish Senate Tax-and-Spend Bill Language. With SolarEdge still struggling in the US and European markets (discussed below), the expectation from many solar pundits…
June 17, 2025
In the Infamous Words of Famed Children’s Character Porky Pig… “T-T-T-That’s all folks”! In this note, via math and an extremely (simplified) explanation, we detail why, barring SunRun’s ability to (in our opinion) inflate the…
June 16, 2025
Re-Publishing Our Tesla 2025E-26E Estimates and Model for Maintenance Purposes. In this note (Ex. 1-4) we provide our most recent estimates for TSLA. More specifically, we update our quarterly: (a) delivery ests., (b) revenue ests.,…
June 13, 2025
California Solar Initiative (“CSI”) Data Sheds Light on State of Affairs for Module Level Performance Electronic (“MLPE”) Bellwethers Enphase and SolarEdge, as well as U.S. Storage Market. In this note, we provide the key takeaways from…
Excluding government welfare, Tesla’s lifetime free-cash-flow is negative, and Trump is taking that away
Watch the video here.
Would Elon Musk’s pay package being approved actually be a positive for bears?
Watch the video here.
Interest rates are going to go significantly higher this year, says GLJ CEO Gordon Johnson
Watch the video here.
Tesla bear Gordon Johnson, GLJ Research, says the latest earnings supports his PT slash to $23.53 and that plans for a cheaper EV won’t help
Watch the video here.
Teslas are unreliable, unsafe, don’t have mileage and consumers are moving away
Watch the video here.
Musk ‘sticking middle finger up’ at the law is why he wasn’t invited to White House
Watch the video here.
Two equity strategists discuss how to invest in stocks within a higher-for-longer environment
Watch the video here.
Binance could be ‘effectively tricking’ people into buying crypto, says founder of GLJ Research
Watch the video here.
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!
Watch the video here.
Watch the video here.
GLJ’s CEO discusses current state of affairs at Tesla, and what to expect in 2023.
Watch the video here.
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.
Watch the video here.
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.
Watch the video here.
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.
Watch the video here.
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.”
Watch the video here.
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.
Watch the video here.
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.”
Watch the video here.
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.
Watch the video here.
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.
Watch the video here.
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.
Watch the video here.
After disappointing fourth quarter revenues, Gordon Johnson of GLJ Research doubles down on bearish predictions that Hexo Corp cannabis earnings will decline in 2020.
Watch the video here.
One of Tesla’s biggest bears, Gordon Johnson of The Vertical Research Group, lays out what he thinks the Street is missing.
Watch the video here.
Gordon Johnson, Vertical Group analyst, explains why he is shorting Tesla Inc. shares.
Watch the video here.
Gordon Johnson talks with Bloomberg’s Alix Steel about metal prices, the iron-ore supply chain and his positioning in the group.
Watch the video here.
Gordon Johnson, Vertical Group, discusses his firm downgrading US Steel to a ‘sell’ rating since President Trump announced imposed tariffs on steel and aluminum.
Watch the video here.
Steel industry insiders say Wall Street needs to dial back its expectations over Section 232 steel import action, explains Gordon Johnson of Axiom Capital.
Watch the video here.
Gordon Johnson, discusses his outlook on iron ore and metallurgical coal prices and how they are impacted by a shifting economy in China.
Watch the video here.
