GCT Warehouse Visit Reaffirms Strong Fundamentals
"I contacted the company and asked, "Do you mind if I go visit your warehouse tomorrow?" With only one day's notice, they agreed. When I visited, it was like walking into a super Walmart—the shelves were stacked high with inventory and you couldn't fit a pencil between them. I spoke with the manager who explained, "The trucks don't come during the day; they come at night." This experience made it clear that the negative reports based solely on a parking lot observation were misleading."
— Steve Crest
Steve Crest recounts his proactive visit to the GCT warehouse after a negative short report. His firsthand observation, which contradicted the short seller's parking lot claims, reaffirmed the company's robust inventory and operational fundamentals, bolstering his confidence in their data-driven ratings.
Target:N/A
Horizon:Medium-term 3–12 months Company CommentaryBullish High ConvictionScore: 7.6
Company Opinion •Daily Podcast Recordings • Oct 15, 2025