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Hey Nerds: Blockchain

Nothing will happen and that xTrends guy will just move the goalposts or make some excuse as to why it didn't happen. **** that guy.
 
Constantly predicting a market crash is a losing game. The odds of you being right are hilariously low at any given time. Be more like Presto and say "we'll get a 20+% move to the downside at some point" with absolutely no commitment on the timing of it. That way you'll never be wrong!
 
I need to subscribe to Presto's subscription service!

If my putinskis expire worthless -- I will be truly grateful. Besides a 5 cent move in MSOS pretty much offsets their cost....


VFF perky in the pre market....to Be Added to S&P/TSX Composite Index Prior to Trading on March 22


Looks like the TLRYs and SNDLs of the world might be setting up for another momo run
 
I'm preparing to sell off my VFF post earnings I think. I've made enough on them already and don't care enough about them longer term. Hoping it gets back to my price where I sold a bunch in premarket in the low 20s. Maybe I'll keep a small portion just for fun. But I think my focus shifts to pure MSO action in the hopes that we get legislative catalysts on them. I feel like I have less of an edge on a stock already trading on the Nasdaq and while I like them, their success is in no way guaranteed longer term, especially when you price them in the 20's!


In other news my mom has held a poopton of Shaw for several years (worked for them her whole life pretty much and is now retired) and they just got bought by Rogers at a very nice looking premium. So after selling her mutual funds on the covid dump near lows she gets some of that back with a big win here. Up almost 60%.


Rogers has always had a stranglehold on the country but now we're looking at coast to coast dominance from the,. Was always a matter of time. Ridiculous.
 
But in fairness their story is about this and next year. These shouldn't be too surprising. Gotta execute now!
 




This dude is mentally ****ing ill. Spend less time obsessing over a shitty poem and more time managing your horrible company. Jay Z doesn't stand a ****ing chance.
 
Oh look, nothing extreme is happening, as expected.

xTrends is a mother ****ing scammer, just like Fraud Harrison who promises SAFE banking every week. 👀✍️🐣🗣️🙏

/position
 
EV breakdown:

Cresco Labs: 5.5b
Green Thumb: 7.9b
Trulieve: 6.3b

I'll skip Curaleaf since they dilute secondly and I'm too lazy to figure out their share count right now. I'm assuming it's in the trillions at this point.


Anyway... First impressions: Cresco feels cheap relatively speaking. My only concern with them is their fairly high debt but after this quarter I would not be surprised if they are the #2 operator in terms of revenue (they'll continue to be less profitable than Thumb, mind you and Thumb may have additional untapped growth based on their unused licenses). I think they could pass Thumb in revenue either this quarter or next as their wholesale approach has been providing some nice growth. And then they have same AZ presence (unlike Thumb) as well which we won't see until Q1 but yeah.. Seems analysts aren't quite as fond as them as they are with the others and I can't figure out why. For years they were valued higher than Thumb and I spent my life screaming that it was incorrect. Now I feel that we have over-corrected.

But maybe not. I don't know. I think this kind of thing happened when the OH deal was closing where CL was being shorted as we came closer to the close date and money was shifted into OH. But all it did was drive the CL price below reasonable value in the end and I think that's happening again.
Catching up today. Good to see. Made it my second largest holding these past couple of days tied with Trulieve.
 
got a bounce in BA...all out...made enough to get back to flat on these am trades.

now back to sitting on hands watching MSOS do its thing
 
NY legalization hype surely helping. Let's get that shit done because between NY, NJ and PA 2022 could be the largest growth year in MSO history. Even better would be NY starting sales before NJ to undercut those fuckers.

Cresco, Thumb Cura will all be laughing their way to approach 2 billy in revvies for 2022/2023.
 
The market was like... NY might legalize? NY.. Almost sounds like NJ... NJ... Legalizing? Oh yeah... Terrascend! BUY BUY BUY BUY
 
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