Gordon Johnson and James Bardowski Launch GLJ Research

GLJ Research identifies unique value opportunities across of a broad range of industries and sectors, providing in-depth coverage of companies in fields as diverse as steel, iron ore, electric vehicles, solar energy, lithium ion production, cannabis and much more. Making both long and short recommendations, GLJ targets relatively unresearched businesses in its quest to help investors add alpha. GLJ analysts utilize intelligence from an extensive network of contacts in the United States, China and globally, modeling out company financials along different vectors than analysts that rely on company executives and other traditional sources. Read more here.


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 gordon@glj-research.com or james@glj-research.com.


Gordon Johnson, CEO/Founder

Alt Energy, Metals-Mining & Rails, EVs, & Cannabis

Gordon Johnson has more than 10 years of experience as an equity research analyst and was recently ranked by Bloomberg among the top stock pickers in the steel, iron ore, graphite electrode, electric vehicle, and solar spaces since initiating coverage in 2008. Prior to focusing on the solar sector, Mr. Johnson covered semiconductor technology and solar companies at Lehman Brothers. He received a BA with a major in both Finance and Economics from Morehouse College in Atlanta, GA.Mr. Johnson has been recognized for his accurate stock picks in numerous publications including Bloomberg, Barron’s, Forbes, The Wall Street Journal, Reuters, FT.Times, andTheStreet.com. Gordon has also had numerous appearances on Bloomberg T.V. and CNBC.

James A. Bardowski, CFA

Chief Investment Officer and Managing Director

Mr. Bardowski has nearly a decade of experience in equity research, conducting deep, fundamental analyses on public companies that span across the specialty chemical, basic materials, energy, and industrial sectors on both US and international exchanges. Prior to his tenure as a research analyst, Mr. Bardowski gained experience in private equity, valuing targeted assets in the firm’s acquisition pipeline, and in performance analysis. Mr. Bardowski holds a Master of Science degree in Finance from Suffolk University in Boston, a Bachelor of Science degree in Hospitality Management from the University of Massachusetts, Amherst, and the coveted Chartered Financial Analyst® (CFA) designation. His work has brought him regular mention in a number of financial news publications, including Bloomberg, Barrons, BNN, Benzinga, US News, TheStreet, and the LA Times.


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 Street Insider Tesla Elon Musk Comments

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. Read the article here.

Gordon Johnson Bloomberg solar power interview video

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.

Gordon Johnson cannabis HEXO stock value fly

After disappointing fourth quarter revenues, Gordon Johnson of GLJ Research doubles down on bearish predictions that Hexo Corp cannabis earnings will decline in 2020. Read the article 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.


Address: 401 Park Ave S, New York, NY 10016
Phone Number: (917) 970-1167
Twitter: @GLJ_Research

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