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Hey Nerds: Blockchain


Another beat. These guys are like clockwork.

Mother fuck yes.
 
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Folio closed at all-time highs. SAFE being introduced tomorrow. Thumb beats and continue to operate with absolutely zero red flags comparatively speaking (the only operator with that feat for me). I'm going on a crystal meth bender
 
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Based on my math Trulieve will be beating too so if we can carry the momentum into next week (broad market and all) it could be a fun close to March.

Feel like Cresco should beat as well as they have a lot of overlap with Thumb's operations and their estimates are low too I believe.
 
56.7% margins for a multistate operator with a damn wide footprint. It's no wonder tutes are all over these guys. They run such a beautiful tight ship.

And they've got about $230m in cash now with debt of around 99 milly. Positioned beautifully.
 
56.7% margins for a multistate operator with a damn wide footprint. It's no wonder tutes are all over these guys. They run such a beautiful tight ship.

And they've got about $230m in cash now with debt of around 99 milly. Positioned beautifully.

GTII is 13% of my LT folio...and I didn't even think of lightening up pre-earnings
 
35% of my weed folio at the moment. For much of their run from $5 last year they were 75+%. Wish I was 75% Thumb right now
 
I've got 35% Thumb and 25% Trulieve right now (added a lot of TRUL in the low 63's post Jpow). So hoping they both take off tomorrow. After this beat, if the sector gets rocking, eventually we'll start pricing in a Trulieve beat too for next week.

Let's go.
 
I have a ridiculous amount of TRUL so will probably lighten up if we have a pre-earnings run. It's about 25% of my LT folio...striving to make it max 20%
 
I basically buy TRUL every time it dips...last bot a big chunk at 52-54
 
I have a ridiculous amount of TRUL so will probably lighten up if we have a pre-earnings run. It's about 25% of my LT folio...striving to make it max 20%
They're fairly close to all-time highs. Love a trulieve blue sky breakout. They always get crazy. Broad market reversal would be the ultimate setup with safe and now thumb taking center stage.
 
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