Reddit Posts
#AlphaNooner - Charlie Bachtell CEO of $CRLBF "2023 legislative session being extended to February 2nd."
Cannabis Investing Network: #179 - Q2 Financial Review of the Big 5 MSOs (ft. Nick Gastevich aka CannaVestments) on Apple Podcasts
High Valuations? Exploring P/B Ratios in the Cannabis Sector
Beyond the Smoke: Unraveling Price-to-Book Ratios of Cannabis Stocks
Weedstock income statements comparison
WATCH COLUMBIA CARE AND CRESCO STOCKS, UP BY 400% AND 130% SINCE AUGUST 30
CRESCO, COLUMBIA CARE, CURALEAF WILL ENTER New York ADULT USE MARKET
COLUMBIA CARE UP 400%, CRESCO UP 150% SINCE AUGUST 30 - MASSIVE SHORT SQUEEZE COMING
What happened to Cresco Labs today??? CRLBF.
🚀 Two-Pronged Attack to Glory: Shorting the Ugly or Riding the Green Wave – Choose Your Path to Tendie Town 🌿🔥
Bullish News for Psychadelic Stocks? "FDA Issues First Draft Guidance on Clinical Trials with Psychedelic Drugs..."
Cresco-Columbia Deal Delayed Again: Could They Walk Away From Merging Into Nation's Biggest Cannabis Co.? - Cresco Labs (OTC:CRLBF), Columbia Care (OTC:CCHWF)
Which MSO has the best chance of continuing toward profitability WITHOUT federal help?
Congress poised to pass marijuana banking reform in lame duck
Cresco Labs' Sunnyside Schaumburg Cannabis Dispensary Workers Join Teamsters Local 777 - Cresco Labs (OTC:CRLBF)
With legalization on the horizon, what's the best play to maximize profits.?
Tried to DCA on my OTC stock (CRLBF) and buying is disabled. Any suggestions as to why? P.S Vanguard
The SAFE Banking Act is likely up for vote TODAY in the House.
Average down or hold and invest in other markets?
Institutions dont want you to know about these stocks
Mentions
Charlie is cool, but Ben and his guys know their way around a balance sheet/cap mgmt. I hold both, but I've trimmed Cresco a few times on their big moves and that cash slowly moves its way into GTI. I'm aiming for a 2:1-3:1 GTI:Cresco/Trul portfolio going forward. I'm a lot more comfortable going long GTI vs the other two combined. CRLBF's debt and Kim's desperation moves are concerning going into the next year or two.
CRLBF 1,627 shares, CURLF 580, TCCNF 472. Got in with like 12K🤦♂️
Or the years to break even comments. People here are so jaded they think 10$ on MSOS is not possible. It will fly past 10$ with ease. 20$ with ease. It will take some follow through, but it's a matter of when, not if, and it could very well happen in a matter of months. $MSOS $CRLBF $GTBIF
> how do i know what the gambles are??? All investing is gambling to a degree, but penny stocks are almost always losers unless you know when the pump is happening. You didn't, so now you're a bagholder with CENN and CRLBF.
Well, CENN and CRLBF are total crap gambles, so you shouldn’t be surprised when they lose all of their value. FBGRX is fine. Any ‘growth’ focused fund is going to be down when the market is in a correction like it is now. Nothing to worry about here. The rest is fine and will recover. If you want to limit your losses in the future, lay off the risky meme crap like weed stocks (CRLBF) and niche small EV startups (CENN).
Cresco Labs (CRLBF) is scheduled to report earnings on **Mar 13, 2025**, TBA Not Confirmed. I would love to pick up some CL today but only at the best price. everyone is nickeling and diming the stock it seems...
CRLBF would moon on barely any volume. Yes, I’m a bag holder.
MSOS closed down -4.32% today, but the top holdings making up over 80% of the fund were flat or green on the day (GTBIF +0.42%, TCNNF 0.00%, CURLF -1.84%, CRLBF +0.49%, VRNOF +1.69%) .. makes no sense to me
Hmmm...Some pretty healthy green by MSOS's largest holdings (TCNNF, GTBIF, CRLBF), and they are still negative. Can someone help me understand that?
I can’t believe the state of affairs in the industry. I lost about $150k on this sector over the years and went away but I’m back in and can’t believe I just bought 5k shares at a CB of about $4700. CRLBF long now! I feel the same as others here, I shop at sunny side and the place is always busy and I think trump will make positive moves w S3/ banking etc. contrarian play, sentiment is total garbage rn. Buy when others are fearful. ✊
I have held CRLBF from 2.50 to its all time high (should have sold). I am going to regular invest in more shares monthly as long as it stays under $1.00.
Yeah, this might be the case even with o1. I asked 4o, which has internet access, and it gave these: 1. Allurion Technologies (ALUR): Specializes in weight loss platforms, including a swallowable, procedure-less intragastric balloon. Analysts have given it a 'Buy' rating with a consensus price target of $2.88, suggesting significant upside potential. 2. Cresco Labs (CRLBF): A U.S.-based cannabis company offering a range of products under various brands. It holds a 'Moderate Buy' rating with a consensus price target of $2.50, indicating potential growth. 3. Ocugen (OCGN): A clinical-stage biopharmaceutical company focusing on gene and cell therapies. It has a 'Buy' rating with a consensus price target of $5.67, reflecting optimism about its pipeline. 4. American Lithium Corp (LI): Based in Vancouver, this company has significant lithium projects in the Americas, essential for rechargeable batteries. The TLC lithium project in Nevada has an estimated net present value of $3.26 billion. 5. BlackBerry Limited (BB.TO): Formerly a smartphone leader, BlackBerry now focuses on cybersecurity and the Internet of Things. Recent restructuring has led to cost savings, aiming for near-term profitability. 6. Tilray Brands Inc (TLRY.TO): A prominent cannabis company with international operations, including cannabis-infused beverages. Its beverage division reported over $300 million in pro forma revenue in 2023. 7. FOBI AI (FOBI.V): A data analytics company utilizing AI and IoT to enhance business efficiency. Clients include Shopify and Lightspeed, with technology used in over 150 countries in 2023. 8. Good Natured Products (GDNP): Focuses on eco-friendly products, aligning with increasing consumer demand for sustainable options. 9. Advantage Oil and Gas Ltd. (AAV): A Canadian oil and gas company with a strong profit margin, poised to benefit from rising oil prices. 10. Sportsman's Warehouse (SPWH): An outdoor sporting goods retailer showing same-store sales growth and a low P/E ratio, indicating potential undervaluation.
For what it’s worth I started when weed popped off and lost 20k on CRLBF and leave it in my portfolio just to remind me not to buy shit stocks. ETFs all the way, if you want, put some in leveraged ETFs. Right now everything’s sky high so who the fk knows what to do
1:09 - 4:20 CRLBF share price and 4:20. Moon confirmed
Dude even if my CRLBF investments 15x to $30 I wouldn’t buy a MAGA hat lol cmon
I am adding to CRLBF and GTBIF right now I like these two the most, personally. I have about 20k shares of Cresco (have been holding a long time) with an average of 1.92 USD. I will keep adding as long as it's below $2 and I recently reopened a position with Green Thumb. I will continue to add more aggressively to GTI for the foreseeable future.
Some interesting observations: GTBIF is the strongest it's ever been relative to MSOS. Seems like a flight to safety to the most financially sound name Additionally, relative to MSOS, CRLBF just recently broke through resistance and is the strongest it's been in over a year
All the doom and gloom yesterday is classic, a lot of people sold into it. I slightly lowered my share average of CRLBF and CURLF yesterday, and news is really heating up with Trump/Republicans and cannabis. Honestly, it's a breath of fresh air, and I am feeling good, literally all in cannabis, no money on the sidelines, no money in savings account. All in, make it or break it, im not missing out on being a millionaire. I'd rather All my money and literally not change my current lifestyle vs selling to early and missing out after 7-8 years in this. Excited to see this play out sooner than I think most of us are thinking.
I can tell you that I sold off my last remaining weed stock holdings at market open looking to front run the news that Rick Scott will be senate majority leader. I wouldn't be surprised if others did the same. There's too much working against this sector for it to make sense to be long here. This sector is one of the few with losses over this past year making it a huge tax loss harvesting target from now until the end of the year. I think we have a higher likelihood of getting more picks announced that are bad for this sector versus the opposite. Rescheduling is the only real remaining hope and it will be a multi-month (6+ months) at least process with plenty of opportunity to assess if it will actually happen and buy back in in 2025. I'll observe from the sidelines and slowly build a position back in more fiscally responsible names like GTBIF and maybe some CRLBF
This is why I bought weekly puts on MSOS. Still going to get burned on TCNNF and CRLBF but at least the bleeding will be controlled. If we get a red wave then the next four years will be brutal. Not worth the investment anymore
CRLBF, TRLY, CGC, MSOS….. you’re welcome!
United States Cannabis Stocks like CRLBF, MAPS, GRWG, & MSOS ETF.
[MSOS](https://i.imgur.com/MXPRAFC.jpeg) [CGC](https://i.imgur.com/n6h2Tn7.jpeg) [CNBS](https://i.imgur.com/kyAwyit.jpeg) [GTBIF](https://i.imgur.com/fMow0XO.jpeg) [TCNNF](https://i.imgur.com/WpWMVZx.jpeg) [CRLBF](https://i.imgur.com/8iLUGKU.jpeg) The code for ThinkorSwim should you want to see other charts. `input date = 20210120;` `AddCloud(if(GetYYYYMMDD() >= date,close,double.nan),double.positive_inFINITY,color.blue,color.blue);` `AddCloud(if(GetYYYYMMDD() < date,close,double.nan),double.negative_inFINITY,color.red,color.blue);` `AddChartBubble(GetYYYYMMDD() == date,high,"Biden takes office",color.white);` `AddChartBubble(GetYYYYMMDD() == 20201103,high,"Election day",color.white);`
If you're losing hope, reminder that : This is the seasonality for weedstocks with the bonus of USA elections and S3 in the pipelines : From October 2023 to April 2024 MSOS 4.92 to 11.37 CGC 2.76 to 14.92 GTBIF 7.57 to 16.33 TCNNF 3.79 to 14.50 CRLBF 1.06 to 2.65 October 2022 to December 2022 : TCNNF 8.51 to 16.11 MSOS 8.79 to 14.60 GTBIF 9.00 to 16.50 CGC 22.30 to 47.70 CRLBF 2.59 to 4.20 October 2020 to February 2021 CGC 138.30 to 564.97 MSOS 21.38 to 55.75 TCNNF 17.37 to 53.00 GTBIF 12.12 to 39.11 CRLBF 5.70 to 17.49 Don't worry if I didn't mention a ticker you own, all the tickers will undust their moon boots!
TradingView currently shows CRLBF (OTC) Market Cap = 729M USD. CL (CSE, NEO) shows 991M CAD.
TradingView currently shows CRLBF (OTC) Market Cap = 729M USD. CL (CSE, NEO) shows 991M CAD.
Not just CBSTF. jUSHI/GTBIF/CXXIF/VRNOF/AYRWF/VREOF/CRLBF
> Over the last 12 months GTI has outspent all their competitors combined on Capex building out facilities in most states they operate. Last year they spent roughly $200M on Capex building everything out. I think the closest competitor spend like $60M. Interesting. So I checked your numbers because I was curious. It appears that you're pretty close to being correct. Trulieve also appears to have spent a ton, and slightly more than they have. All of the MSOS have been decreasing their CapEx, I'm guessing as the cost of borrowing has increased, or looked to increase for them. Company | TTM | 2023 | 2022 | 2021 | 2020 | 2019 |Total 2023-2019 ---|---|----|----|----|----|----|----|----|---- GTBIF | 125 | 219 | 178 | 187 | 59 | 88 | 731 | TCNNF | 75 | 55 | 193 | 308 | 146 | 74 | 776 | CURLF | 79 | 70 | 134 | 171 | 125 | 82 | 582 | VRNOF | 48 | 36 | 119 | 141 | 60 | 59 | 415 | CRLBF | 32 | 58 | 86 | 96 | 89 | 96 | 425 | I'm not so sure I believe that GTBIF has maximized their possible foot print. I believe in some states they are constrained by law (Ohio comes to mind) but I'm not sure that that is the case in other states, such as Florida or Michigan. In Florida GTBIF owns 20 dispensaries, while TCNNF owns 134. OTOH, GTBIF owns the full 5 store licenses in Ohio, while TCNNF owns only 3. Now I'm not saying that licensing is the only constraint on dispensaries, it's just the easiest to check. I'm sure there are others, like there are on Starbucks or CVS.
Or to put another way. To reach all time highs TCNNF needs to gain 435% CURLF needs to gain 575 % CRLBF needs to gain 950% Highly unlikely in 2025.
I can never tell if accounts like this are bots or just trolling TCNNF all time high $50 down 78%! CURLF all time high $16.85 down 83% CRLBF all time high $15.85 down 89.5% Please tell me more about TOP TIER MSOS! GOLD all time high DOW/SPY/NASDAQ all or near all time highs. Which part do you not understand? Do you simply not believe in numbers? or just trolling
Personally I'm consolidating my holdings into 2-3 holdings with FL exposure. TCNNF, CRLBF and VRNOF are the 3 whose price is appealing at these levels ahead of the FL catalyst, but may cut VRNOF and just focus on the other 2. Thinking of building out a position in SNDL as well
Currently the same with Cresco Labs, CRLBF
Flip side is I was happily scooping up CRLBF for >$15.00 in February, '21 lol. *What a deal!* I was thinking.
The underlying share names. CURLF. VRNOF. CRLBF. TCNNF. GTBIF.
I also thought the 90% arb gap with Columbia Care and Cresco would hold too haha. Luckily didn't convert all my CRLBF to CBSTF, but still
Looking for a retrace in the cannabis sector from early 2021 - mid 2022 levels. MSOS would need to break $10, then $20. Could see this happening with more states like FL decriminalizing, 280E / banking reform and DEA announcements imminent. Hodl MSOS, MJ, VRNOF, CRLBF, TLRY and CGC. These companies are not another Medbox (any old timers remember them? Good times). There will be winners and losers so playing MSOS will help spread the risk. The industry needs banking reform. Even most smooth brains understand at this point the ganja is a sacred plant, with unfathomable medical benefits. The current research is limited and just barley the tip of the iceberg. Ergo this (advancing research applications) is how big pharma will eventually eat their cake in order to begin taking market share in the canna industry. Read less: weed stonks to make another run leading into the November US election
Is this real finally? Deep in TCNNF CURLF CRLBF Let's goool!!! https://themarijuanaherald.com/2024/08/dea-official-marijuana-set-to-be-rescheduled-by-october-thousands-of-comments-already-analyzed/#google_vignette
2 days in a row MJUS is dumping CURLF and GTBIF??? Adding CRLBF and VRNOF isn't unusual, but why are they dropping so many T1 shares?
Tier 2 MSOS getting some serous love the past 5 days: CURA: -9% GTI: -5% TRUL: -1% VRNOF: +16% CRLBF: +19% TSND: +18%
Tilray (TLRY) has no operations in the US. The top US public companies are: 1. Curaleaf Holdings (CURLF) 2. Green Thumb Industries (GTBIF) 3. Trulieve (TCNNF) 4. Verano Holdings (VRNOF) 5. Cresco Labs (CRLBF) 6. TerrAscend (TSND) Top US public ETF: 1. AdvisorShares Pure US Cannabis ETF (MSOS)
Added to my position today in MSOS and CRLBF. Hoping for another beat on earnings and strong political headwinds.
Oh yeah! Time for CRLBF to blow up!
When will the rest of the market realize cannabis is a vice product and vice products do well during recessions? MSOS MSOX GTBIF VRNOF TCNNF CURLF CRLBF
Looking for same info. Just starting out. I know absolutely nothing got 845 shares of CRLBF hoping marijuana industry is a boom next five years. Looking for other ideas as well.
Graphene stocks. I’m a new investor 43 year old does any one know anything about the graphene industry and any guidance on which company’s look the best. I’m in the electrical field , this is a newish super conductor with many other amazing properties. It has the potential to power small hand held devices with no batteries. And can be used as a semiconductor and many other amazing things. It is an emerging technology with many possibilities. Currently I own 845 shares of CRLBF and looking to add to that and a solid graphene company any advice would be appreciated. I am looking to take risks with the money I’m investing would like to try and get ahead of an industry big move. Hoping Marijuana will Federally be legal in next 5 years and want to keep putting money in that field before legalizing it. Self employed electrical and plumbing contractor United States No credit card debit or any
Gonna wait til after earnings but thinking I'll probably finally cash out of TLRY, MRMD, and CRLBF. Stains on my account and significant losses to cash in to offset gains elsewhere. I really just can't stand Irwin and his greasy empty promises and constantly missed estimates. Cresco has struggled to gain traction after the failed merger. MRMD seems to be struggling to replicate it's small time success into growth in new markets. Will probably grab a bit more TCNNF if it drops close to 9$ again and likely the rest into beat up mega caps.
What? CRLBF is the Cresco labs ticker on the US based OTC market
On Canadian side maybe? I see 40k+ on CRLBF
Thanks this is very insightful. Holding LT on the big MSOs with most aspirations and confidence in CRLBF. I’m going to also look at GM/Revenue for gross margin data.
Based on this tweet, he makes no mention of CRLBF. I understand that his influence on the other tickers could have an associative effect on CRLBF but it makes me wonder why CRLBF has moved as much as it has today. Obviously, he could have bought CRLBF and didn't mention it but just made me wonder.
Why is volume listed in yahoo finance so wrong? About two weeks ago it just stopped working. I trust my fidelity numbers. For example CRLBF listed at 51k on yahoo and 166k on fidelity. It’s like this for all the OTC weed stocks.
Cresco Labs (CRLBF) these guys are literally the largest dispensary chain in the US.
Dan has said a few times that while he cannot confirm that the MM are buying stocks, he can see their holdings and they continue to increase in this sector. MSOS might have $1b in AUM, but you also have to look at the market cap of the companies in the sector. MSOS is a big fish in a small pond, but they're not the pond. Market Caps: GTBIF - $3.2b TCNNF - $2.6b CURLF - $4.67b CRLBF - $842m VRNOF - $1.4b TSNDF - $616m And these are just the top holdings, they own a lot more besides. So they're roughly 5-10% of the entire market, which is huge, but not the entire pond.
Most investors should just buy and hold the top underlying companies directly for a few years. Fidelity offers free trades on all these OTC stocks and free trading accounts. $GTBIF $CRLBF $TCNNF $CURLF Buy the companies who are generating free cash flow with 280E still in place and hold them directly!
CHECKING IN running out of powder.. sold some silver stocks BUYING : CBSTF CRLBF VFF Hang in there! Big things growing!
Cannabis stocks are a good long play. They’re still way way down from the 2019 and 2019 highs which ultimately fizzled largely (but not completely) due to lack of meaningful reform in the US. With that reform in progress, there is a strong bull case for cannabis stocks ACB, CGC, CURLF, CRLBF, MSOS, TLRY, SNDL are my holdings
U. S Cannabis MultiState Operators: $MSOS etf $MSOX 2x etf $TCNNF $GTBIF $CRLBF $CURLF $AYRWF $VRNOF $CBSTF
U. S Cannabis MultiState Operators: $MSOS etf $MSOX 2x etf $TCNNF $GTBIF $CRLBF $CURLF $AYRWF $VRNOF $CBSTF
ETF weightings: 1. GTBIF - Green Thumb Industries Price: $12.90 Portfolio Weight: 23.05% 2. CURLF - Curaleaf Holdings Inc Price: $5.87 Portfolio Weight: 22.84% 3. TCNNF - Trulieve Cannabis Price: $11.87 Portfolio Weight: 17.68% 4. VRNOF - Verano Holdings Corp Price: $5.60 Portfolio Weight: 14.11% 5. CRLBF - Cresco Labs Inc Price: $2.02 Portfolio Weight: 5.61% 6. TSNDF - TerrAscend Corp Price: $1.78 Portfolio Weight: 5.52% 7. GLASF - Glass House Brands Price: $9.59 Portfolio Weight: 3.47% 8. AYRWF - Ayr Wellness Inc Price: $2.55 Portfolio Weight: 2.61% Buying the top 3-4 underlying or constructing your own weighted portfolio outside of .75 fee may be your thing too
TOKE my ass.. >What are your guys plays?? CRLBF...down 80+% MJUS....down 75+% GRWG....down 84% The shining star in my pot portfolio: IIPR...down 2% ...bought in 2020-2022....firm grasp on the bags.
ETF weightings: 1. GTBIF - Green Thumb Industries Price: $12.90 Portfolio Weight: 23.05% 2. CURLF - Curaleaf Holdings Inc Price: $5.87 Portfolio Weight: 22.84% 3. TCNNF - Trulieve Cannabis Price: $11.87 Portfolio Weight: 17.68% 4. VRNOF - Verano Holdings Corp Price: $5.60 Portfolio Weight: 14.11% 5. CRLBF - Cresco Labs Inc Price: $2.02 Portfolio Weight: 5.61% 6. TSNDF - TerrAscend Corp Price: $1.78 Portfolio Weight: 5.52% 7. GLASF - Glass House Brands Price: $9.59 Portfolio Weight: 3.47% 8. AYRWF - Ayr Wellness Inc Price: $2.55 Portfolio Weight: 2.61% Buying the top 3-4 underlying or constructing your own weighted portfolio outside of .75 fee may be your thing too
ETF weightings: 1. GTBIF - Green Thumb Industries Price: $12.90 Portfolio Weight: 23.05% 2. CURLF - Curaleaf Holdings Inc Price: $5.87 Portfolio Weight: 22.84% 3. TCNNF - Trulieve Cannabis Price: $11.87 Portfolio Weight: 17.68% 4. VRNOF - Verano Holdings Corp Price: $5.60 Portfolio Weight: 14.11% 5. CRLBF - Cresco Labs Inc Price: $2.02 Portfolio Weight: 5.61% 6. TSNDF - TerrAscend Corp Price: $1.78 Portfolio Weight: 5.52% 7. GLASF - Glass House Brands Price: $9.59 Portfolio Weight: 3.47% 8. AYRWF - Ayr Wellness Inc Price: $2.55 Portfolio Weight: 2.61% Buying the top 3-4 underlying or constructing your own weighted portfolio outside of .75 fee may be your thing too
For the uninitiated - MSOS is the ETF largely comprised of the "tier 1" U.S. Multi-state Operators (MSOs): TCNNF GTBIF CRLBF CURLF AYRWF VRNOF CBSTF etc. Buying the ETF is a simple way to diversify in this sector quickly - and the only way to buy into the holdings directly through Robinhood as they are all OTC stocks (until banking laws change). If you are on a trading platform where you can purchase the OTC stocks, you can and should build your own ETF of these underlying stocks instead - the more of us that do that, the more stable the prices will be. If you want a cheat sheet for the stocks to purchase, scroll to the "holdings" section here: [https://advisorshares.com/etfs/msos/](https://advisorshares.com/etfs/msos/)
ETF weightings: 1. GTBIF - Green Thumb Industries Price: $12.90 Portfolio Weight: 23.05% 2. CURLF - Curaleaf Holdings Inc Price: $5.87 Portfolio Weight: 22.84% 3. TCNNF - Trulieve Cannabis Price: $11.87 Portfolio Weight: 17.68% 4. VRNOF - Verano Holdings Corp Price: $5.60 Portfolio Weight: 14.11% 5. CRLBF - Cresco Labs Inc Price: $2.02 Portfolio Weight: 5.61% 6. TSNDF - TerrAscend Corp Price: $1.78 Portfolio Weight: 5.52% 7. GLASF - Glass House Brands Price: $9.59 Portfolio Weight: 3.47% 8. AYRWF - Ayr Wellness Inc Price: $2.55 Portfolio Weight: 2.61% Buying the top 3-4 underlying or constructing your own weighted portfolio outside of .75 fee may be your thing too
ETF weightings: 1. GTBIF - Green Thumb Industries Price: $12.90 Portfolio Weight: 23.05% 2. CURLF - Curaleaf Holdings Inc Price: $5.87 Portfolio Weight: 22.84% 3. TCNNF - Trulieve Cannabis Price: $11.87 Portfolio Weight: 17.68% 4. VRNOF - Verano Holdings Corp Price: $5.60 Portfolio Weight: 14.11% 5. CRLBF - Cresco Labs Inc Price: $2.02 Portfolio Weight: 5.61% 6. TSNDF - TerrAscend Corp Price: $1.78 Portfolio Weight: 5.52% 7. GLASF - Glass House Brands Price: $9.59 Portfolio Weight: 3.47% 8. AYRWF - Ayr Wellness Inc Price: $2.55 Portfolio Weight: 2.61% Buying the top 3-4 underlying or constructing your own weighted portfolio outside of .75 fee may be your thing too
ETF weightings: 1. GTBIF - Green Thumb Industries Price: $12.90 Portfolio Weight: 23.05% 2. CURLF - Curaleaf Holdings Inc Price: $5.87 Portfolio Weight: 22.84% 3. TCNNF - Trulieve Cannabis Price: $11.87 Portfolio Weight: 17.68% 4. VRNOF - Verano Holdings Corp Price: $5.60 Portfolio Weight: 14.11% 5. CRLBF - Cresco Labs Inc Price: $2.02 Portfolio Weight: 5.61% 6. TSNDF - TerrAscend Corp Price: $1.78 Portfolio Weight: 5.52% 7. GLASF - Glass House Brands Price: $9.59 Portfolio Weight: 3.47% 8. AYRWF - Ayr Wellness Inc Price: $2.55 Portfolio Weight: 2.61% Buying the top 3-4 underlying or constructing your own weighted portfolio outside of .75 fee may be your thing too
ETF weightings: 1. GTBIF - Green Thumb Industries Price: $12.90 Portfolio Weight: 23.05% 2. CURLF - Curaleaf Holdings Inc Price: $5.87 Portfolio Weight: 22.84% 3. TCNNF - Trulieve Cannabis Price: $11.87 Portfolio Weight: 17.68% 4. VRNOF - Verano Holdings Corp Price: $5.60 Portfolio Weight: 14.11% 5. CRLBF - Cresco Labs Inc Price: $2.02 Portfolio Weight: 5.61% 6. TSNDF - TerrAscend Corp Price: $1.78 Portfolio Weight: 5.52% 7. GLASF - Glass House Brands Price: $9.59 Portfolio Weight: 3.47% 8. AYRWF - Ayr Wellness Inc Price: $2.55 Portfolio Weight: 2.61% Buying the top 3-4 underlying or constructing your own weighted portfolio outside of .75 fee may be your thing too
Buying them all hand over fist—- fundamentals crushed 1. GTBIF - Green Thumb Industries Price: $12.90 Portfolio Weight: 23.05% 2. CURLF - Curaleaf Holdings Inc Price: $5.87 Portfolio Weight: 22.84% 3. TCNNF - Trulieve Cannabis Price: $11.87 Portfolio Weight: 17.68% 4. VRNOF - Verano Holdings Corp Price: $5.60 Portfolio Weight: 14.11% 5. CRLBF - Cresco Labs Inc Price: $2.02 Portfolio Weight: 5.61% 6. TSNDF - TerrAscend Corp Price: $1.78 Portfolio Weight: 5.52% 7. GLASF - Glass House Brands Price: $9.59 Portfolio Weight: 3.47% 8. AYRWF - Ayr Wellness Inc Price: $2.55 Portfolio Weight: 2.61%
ETF weightings: 1. **GTBIF - Green Thumb Industries** Price: $12.90 Portfolio Weight: 23.05% 2. **CURLF - Curaleaf Holdings Inc** Price: $5.87 Portfolio Weight: 22.84% 3. **TCNNF - Trulieve Cannabis** Price: $11.87 Portfolio Weight: 17.68% 4. **VRNOF - Verano Holdings Corp** Price: $5.60 Portfolio Weight: 14.11% 5. **CRLBF - Cresco Labs Inc** Price: $2.02 Portfolio Weight: 5.61% 6. **TSNDF - TerrAscend Corp** Price: $1.78 Portfolio Weight: 5.52% 7. **GLASF - Glass House Brands** Price: $9.59 Portfolio Weight: 3.47% 8. **AYRWF - Ayr Wellness Inc** Price: $2.55 Portfolio Weight: 2.61% Buying the top 3-4 underlying or constructing your own weighted portfolio outside of .75 fee may be your thing too
How does one purchase shares in CRLBF?
MSOX, VRNOF, GTBIF, TCNNF, CRLBF, TLRY, CBSTF in order from largest to smallest % of account. Got fairly heavy on MSOX this past month...
CRLBF earnings 0830. Outlook, outlook, outlook. All anyone cares about here is outlook. Nothing from before 30 April matters. Just talk about the fat stacks of cheddar Cresco is gonna bring home now that Brandon is turning their product into a legitimate cash crop
CRLBF earnings 0830 Outlook, outlook, outlook. Nothing from before 30 April matters
As someone whose cannabis portfolio is half CRLBF I find this disconcerting
While CRLBF and GTBIF fall off the table at the close. Why?
Some upcoming earnings dates for *MSOs* :-- **PLTH**- May 13^th **CRLBF**- May 15^th **AYRWF**- May 15^th ^8:30am Some *LP* earnings (a few are estimates) :-- **OGI**- May 14^th ^8am **ACB**- May 29^th **CGC**- May 30^th **HITI**- ~June 12^th **TLRY**- ~July 24^th
There really isn't one? I can offer some shallow help with some of the acronyms in the post you responded to: >OMB is the US Office of Management and Budget, an agency within the Executive Office of the President. The OMB assists the President in overseeing the preparation of the federal budget and in supervising the administration of federal agencies. It plays a role in the formulation and execution of the federal government's budget. >S3 is Scheduie 3 >IRS 280E is some bullshit section of the Internal Revenue Code that prohibits cannabis businesses from deducting ordinary business expenses from gross income associated with the "trafficking" of Schedule I or II controlled substances, as defined by the Controlled Substances Act. >AU is adult use >MSOs are US cannabis multi state operators, biggest and best are tier 1 companies like Green Thumb (GTBIF), Trulieve (TCNNF), Cresco (CRLBF), Curaleaf (CURLF)... >MSOS is a US cannabis ETF : https://advisorshares.com/etfs/msos/
There really isn't one? I can offer some shallow help with some of the acronyms in the post you responded to: > OMB is the US Office of Management and Budget, an agency within the Executive Office of the President. The OMB assists the President in overseeing the preparation of the federal budget and in supervising the administration of federal agencies. It plays a role in the formulation and execution of the federal government's budget. > S3 is Scheduie 3 >IRS 280E is some bullshit section of the Internal Revenue Code that prohibits cannabis businesses from deducting ordinary business expenses from gross income associated with the "trafficking" of Schedule I or II controlled substances, as defined by the Controlled Substances Act. >AU is adult use >MSOs are US cannabis multi state operators, biggest and best are tier 1 companies like Green Thumb (GTBIF), Trulieve (TCNNF), Cresco (CRLBF), Curaleaf (CURLF)... >MSOS is a US cannabis ETF : https://advisorshares.com/etfs/msos/
Here are some earnings dates for *MSOs* :-- **PLTH**- May 13^th **CRLBF**- May 15^th **AYRWF**- May 15^th ^8:30am Here are some *LP* earnings (a few are estimates) :-- **OGI**- May 14^th ^8am **ACB**- May 29^th **CGC**- May 30^th **HITI**- ~June 12^th **TLRY**- ~July 24^th
They haven't bought CRLBF in a minute. Wonder what that means.
Anyone know wtF happened to CRLBF at the closing bell
OTC tickers for Tier 1 Multi State Operators that are held by the MSOS ETF (in no particular order) : VRNOF, CURLF, CRLBF, TCNNF, GTBIF. Also, MSOX is 2x leveraged MSOS...
Need a big fat whale to come drop their load into MSOS and/or CURLF, TCNNF, GTIBF, VRNOF, CRLBF
I do agree that this range provides a good opportunity to accumulate CRLBF. It's been a good trading stock as well.
Seeing some AH prints, so probably a nice inflow today... consistent with [the premium on the MSOS iNAV chart](https://justprofit.backendless.app/api/files/plots/iNAV.png) (wasn't updating today bc of Yahoo Finance issues, but that's been fixed). CURLF $2.7M, VRNOF $1.8M are the two biggest, and a bunch more as well... but once again no GTBIF, TCNNF, CRLBF - those don't appear to be standard creation basket pieces recently, although they are still getting bought with cash some days.
Here are some of the next earnings dates for MSOS: GTBIF - May 8th. VRNOF- May 8th. TCNNF - May 9th. CURLF - May 9th. TSNDF - May 9th. CRLBF - May 15th.
Every time momentum starts to grow, huge red candles show up on the underlyings. Right now, I only see them on CURLF, VRNOF, and CRLBF. Are the short algos out of shares to push down on GTIBF and TCNNF?
“Some pullback” lmao my man we gave back 90% of the gains from Tuesday. Hell, CRLBF gave back all of it!
4/30/24 MSOS update: $12.337MM INFLOW (+1,100,000 shares) Close: $11.26 (+$2.24/+24.83%) NAV: $11.22 (+$2.31/+25.95%) Premium (volume-weighted daily avg): +1.17% ([Chart](https://i.ibb.co/1vpn9Cy/ddee672eb86d.png)) Cash: $179,466 (+$1,047,666) Ticker Change (est. cost from close - % of adds) CURLF +819,714 ($5,147,804 - 46.2%) VRNOF +576,455 ($3,620,137 - 32.5%) TSNDF +452,751 ($986,997 - 8.9%) AYRWF +173,028 ($590,025 - 5.3%) JUSHF +321,250 ($279,488 - 2.5%) CBSTF +614,061 ($245,624 - 2.2%) CRLBF +55,120 ($136,698 - 1.2%) PLNHF +169,844 ($129,081 - 1.2%) TOTAL +3,182,223 ($11,135,855) 4/30/24 MSOX update: $3.608MM INFLOW (+500,000 shares) MSOX Close: $7.25 (+$2.42/+50.10%) MSOX NAV: $7.22 (+$2.37/+49.04%)
Still waiting on a new holdings file... running very late. AH prints are suggestive of some sort of large inflow though, although these were likely only part of it. CURLF \~ $4.4M VRNOF \~ $3.3M AYRWF \~$590K TSNDF \~ $410K JUSHF \~$280K CBSTF \~ $214K Interestingly nothing showing up AH for GTBIF, TCNNF. CRLBF and some others... but often times we don't see close to everything in the AH prints.
Trulieve has 100 vertically-integrated retail stores in Florida alone. The top 5 MSOs aren't "small" companies. They just trade like shit because they're on shit exchanges and institutional money isn't allowed in (yet). And then there's the 280e tax fuckery, no interstate commerce, lack of access to traditional financing/banking etc. Several of the top MSOs are cash flow positive despite these things. Let them operate like normal CPG businesses. They'll flip to growth stocks overnight as the media attention ramps up. Position: 100% of my taxable and Roth accounts in GTBIF, CRLBF, TCNNF, CBSTF, ITM/NTM MSOS calls expiring June 2024-Jan 2025.
Oh yeah, no doubt. I already weighted that. CRLBF for anyone needing further clarification
my top 4 represent 83% and all 4 are profitable as of today. GTBIF, TCNFF, CURLF, CRLBF