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G-Dub

Active member
My wife doesn't know this yet, but I moved most of the kids' college fund into $MSOS. I'm thinking there will probably be an uplisting before she finds out so that way she won't have a chance to be mad. Worst case scenario: if there's no uplisting, then it's not really a world worth living in anyway, so it's a win-win. #MSOGang #LFGrow
 
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Preston

AKA: Preston Fauci. Prestauci.
That is the cash collateral account for the swaps that the ETF is forced to do in order to list on the Nasdaq. It is basically a holding account that accrues interest while it secures collateral for the swaps used in order to be able to include US MSOs in the ETF. I wouldn't read into it.
 

Preston

AKA: Preston Fauci. Prestauci.
Keep an eye on weed in the next month or so. I think ol' Chuckie has a backdoor plan to get something through the NDAA. if it fails, more weakness and buying opportunities heading into Q1 or Q2 next year. But something is gonna get passed with SAFE as the base case. Love the disastrous sentiment right now. One piece of news wipes out the last six months in a week.

Tldr: you don't make the big bucks buying during the euphoric stage of the cycle. This is when dreams are made. Being patient is what makes it hard. There's a lot going for these corporations tho. Fundamentals and nearly guaranteed SAFE banking in the coming months. Means a tsx uplist and potentially updated FinCEN guidance to allow an uplist on US exchanges too. Potentially. I'd still say that's not too likely but ya never know.
 

fergy57

Well-known member
I've went deep into Stelco (STLC), for the short term. Hoping that I can turn some gains into some long term weed holdings.

Was thinking of going ~40% MSOS, 60% others. Just not sure what a good mix of others would look like. Any thoughts on what a balance weed portfolio would look like?
 

Preston

AKA: Preston Fauci. Prestauci.
Tier 1: green thumb, trulieve, Verano, Cresco, Curaleaf

Best value of the bunch: Verano. By a lot. Recently went public, shares are unlocking and investors just don't know them as well. This weakness is a gift. Horrible chart. The worst of them all. But they're monsters.

Most revenue: trulieve or Curaleaf (of those two trulieve is probably a better value play. Cheap cheap cheap, with some integration risk after closing a major deal recently)

Name the market likes the most: green thumb (monsters operationally... They do things right)


Tier 2: Columbia care, terrascend, Ayr

Oh those three I prefer Ayr and maybe Columbia Care. Very cheap these days but you'll never get them at the multiples of the leaders. Some execution risk with them but they're on a good path.


Edit: and for the record I still think it's more likely something gets done early to mid next year. But there is a nonzero chance they sneak something interesting in the NDAA. They are trying.
 
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LeafOfFaith

Well-known member
I've went deep into Stelco (STLC), for the short term. Hoping that I can turn some gains into some long term weed holdings.

Was thinking of going ~40% MSOS, 60% others. Just not sure what a good mix of others would look like. Any thoughts on what a balance weed portfolio would look like?
Yes, 0% MSOS and 0% others, and you will have achieved the perfect balance.
 

LeafOfFaith

Well-known member
Tier 1: green thumb, trulieve, Verano, Cresco, Curaleaf

Best value of the bunch: Verano. By a lot. Recently went public, shares are unlocking and investors just don't know them as well. This weakness is a gift. Horrible chart. The worst of them all. But they're monsters.

Most revenue: trulieve or Curaleaf (of those two trulieve is probably a better value play. Cheap cheap cheap, with some integration risk after closing a major deal recently)

Name the market likes the most: green thumb (monsters operationally... They do things right)


Tier 2: Columbia care, terrascend, Ayr

Oh those three I prefer Ayr and maybe Columbia Care. Very cheap these days but you'll never get them at the multiples of the leaders. Some execution risk with them but they're on a good path.


Edit: and for the record I still think it's more likely something gets done early to mid next year. But there is a nonzero chance they sneak something interesting in the NDAA. They are trying.
This shit is actually planning to go to zero, isn’t it?
 
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