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Preston

The Artist Formerly Known as Goldust
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Hungry hungry MSOS doing a thing once again for CCHW. Levitating them from the depths of hell!
 
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Preston

The Artist Formerly Known as Goldust
took my 40 pennies on my excess Columbia
Great minds think alike. I sold it all, 9.13. On 2000 shares it's a decent pay day. I just don't trust it to not tank tomorrow morning when the ETF isn't helping it out of the mud. ETF buying appears to come in the later end of the second half of the day. For that reason, I'm out. Headlines may come tonight with new analyst PTs and whatnot, but I don't mind being balls deep in cash at this point. Let's watch SPY and hopefully once it's done consolidating we get a sharp move upwards on the broad market + SAFE + earnings. The perfect storm.
 
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CH1

The Artist Formerly Known as chiggins.
Jason W had himself a day -- TER, RIV and CXXI all green in a sea of red.

Thanks Reddit for quality weedstock AMAs!
 

CH1

The Artist Formerly Known as chiggins.
anyway...I love this action...zigging and zagging is my favourite way to bank

LT folio was down today -- however, puts limited the damage to about 1.4% and cash levels are very high

best move of the day was also the hardest -- said goodbye to half my ROKU at 470 (now 437)...but I will buy it back
 

Preston

The Artist Formerly Known as Goldust
anyway...I love this action...zigging and zagging is my favourite way to bank

LT folio was down today -- however, puts limited the damage to about 1.4% and cash levels are very high

best move of the day was also the hardest -- said goodbye to half my ROKU at 470 (now 437)...but I will buy it back
With GTII being my largest position I was down for the day but fucking barely. Just checked now and man today barely put a dent in my folio. Jay Z hurt but I did trim some at 10.98 at least. Still bullish on them and still fairly heavy. The zig zags were on fucking point today. Starting to recognize some patterns to more of these names as the sector continues to evolve and trade a bit differently than it did in 2018, 2019 and even 2020. Getting better.
 
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CH1

The Artist Formerly Known as chiggins.
@LOF what’s with the anger, Cathy buying is good news!!

She dumped my PINS and ROKU today —now, that was uncalled for
 

Preston

The Artist Formerly Known as Goldust
@Preston if you had to guess, which of the Big 4 will post the most surprising earning numbers on the upside?
Curaleaf already provided guidance at 250m so I doubt those will be surprising.

Trulieve, I already provided the breakdown for. I think it can be a bit beat on estimates.

Cresco just fired off like 63% growth last quarter as all of their major expansions for 2020 came online at once. I expect their earnings to be fairly muted by MSO standards and Charlie even admitted as much.

Thumb, similar to Cresco. They opened more stores this quarter I believe and they're way more secretive with their expansion efforts. I used to fucking nail their earnings to a tee when they were smaller. So many moving parts now. They rarely disappoint though Ben did say something similar to Charlie... He said not to expect Q3 esque growth for Q4. Nevada reopening for Q3 helped them a lot + expansion. They won't have that this time around.

Tldr: not really expecting much like I did last q where the combination of reopenings in multiple states+ cultivation expansion created a perfect storm. Columbia is who I'm most intrigued about. Wanna see margins improve bc growth will be big.
 
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