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Preston

The Artist Formerly Known as Goldust
Cresco with a 10% green dildo today. I had equal parts Cresco, Thumb and Lieve dating back to pre GA runoff. Trulieve is now worth the most by a lot. Cresco actually 2nd and GTII lagging a bit behind in 3rd.
 

CH1

The Artist Formerly Known as chiggins.
Cresco with a 10% green dildo today. I had equal parts Cresco, Thumb and Lieve dating back to pre GA runoff. Trulieve is now worth the most by a lot. Cresco actually 2nd and GTII lagging a bit behind in 3rd.

don't forget CURA +9%
 

Preston

The Artist Formerly Known as Goldust
don't forget CURA +9%
They're probably the best of them to hold right now. All cashed up. The others will probably raise shortly. But I'm enjoying this sit back and hold strategy now that they all do 5% every day. Eventually TRUL, Thumb and CL will raise cash at yesterdays levels.


Hard to give a ****.
 
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CH1

The Artist Formerly Known as chiggins.
When this transaction is completed in mid-February (that is the current estimate), Canopy Rivers will rename itself and go hunting for an acquisition in the U.S. But here is the best part: Jason Wild and his JW Asset Management owns 23.9% of the Canopy Rivers and will become the largest shareholder. I wrote an appreciation post of Jason and his incredible record of 25% average annual returns for twenty years here: Wild That So Few Are Following Jason Wild.

I believe Canopy Rivers is a Jason Wild SPAC without the dilutive SPAC economics. We get a sponsor who has a terrific track record, focused on the U.S., and a stock that probably trades at a discount to its net asset value. At a time when SPACs with great sponsors trade at a premium, this is strange. But with so few investors still investing in the sector, this is not too surprising.

After missing Terrascend (My big miss of 2020), I love the idea of investing alongside Jason Wild at a discount and getting a free look at a U.S. cannabis acquisition. Value investing in cannabis is alive and well.
 

Preston

The Artist Formerly Known as Goldust
I guess Presto has more homework to do. It never ends. I always thought of that stock as pure trash but never really looked into them. Played them once on an oversold bounce but didn't know dick all about them. Purely a technical trade.
 
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