FL

newyolker

Pantene shampoo 27.7FL OZ cost $9.50 , Pureology Strength Cure Shampoo 33.8 fl oz cost $90 I'm really about to buy a $90 shampoo

NewAccount428412

I pity them. There's a reason there are crowds of Canadians in FL and basically no Floridians in Canada.

stupidber

[This](https://youtu.be/L_LUpnjgPso?si=tV-gezxK6TOHOsYD) one fireplace video has 157M views and makes between [$24k-56k a year](https://www.lenostube.com/en/youtube-money-calculator/?src=video&video_id=https%3A%2F%2Fyoutu.be%2FL_LUpnjgPso%3Fsi%3DtV-gezxK6TOHOsYD)

WranglerJR83

My rate is 3.375% and I bought my current house in 2021. So, we’re not that far away from that being possible again. If the rates are lowered to pre-2021 rates, housing development and prices will climb. Honestly, the thing that slowed down home building during COVID was the scarcity of materials and appliances. They were building houses but wouldn’t put them on market because they didn’t know when they would finish them due to material scarcity. I know this because I was both selling my house in central FL and buying a house in SE GA.

dudeondacouch

FL?

PrestigiousCry4794

He should ban renting the new constructions , in FL every single new apartament is for rent no one for sale

dtlabsa

Yes, but its highly concentrated in certain metros. [GAO estimates that institutional investors own 25% of Atlanta, GA’s single-family rental housing market, 21% of Jacksonville, FL’s, 18% of Charlotte, NC’s, and 15% of Tampa, FL’s single-family rental market.](https://nlihc.org/resource/gao-releases-report-institutional-investments-single-family-rental-housing#:~:text=GAO%20estimates%20that%20institutional%20investors,a%20lower%20cost%20than%20homeownership.)

TrumpChildOnahole

November thru March is heaven in FL but outside that yuck 

Samjabr

I am guessing that this is an example of what you are saying? There are millions of Democrats in Texas and millions of Republicans in California. Just because a state is "blue," it doesn’t mean they’re in the hands of Democrats. I asked Gemini to build me a little basic table to show what I mean: 2024 Election results in NYC/NY State - cross referenced with gun ownership rates: NYC - HARRIS + 37% - gun owners 5% NY state- TRUMP +3% gun owners- 25% NY, CA, FL, etc., are all very similar. Of course, Dems have guns - just far fewer. And then ones that do, aren't the weirdos with purple hair, cow nose-rings, etc.

Polus43

On the money. This is what checkable deposits in currency looks like *for households*. https://fred.stlouisfed.org/series/BOGZ1FL193020005Q Government printed an unbelievable amount of money during Covid and it takes time for the money through the system. I like to think of it like a 1000 mile water hose: when you turn on the spigot it still takes a long time for water to exit the hose.

EvolvingDior

I worked for one. Was planning to retire to Celebration, FL.

Happy-Acanthaceae372

Yes, we went to Universal Studios in FL

Ok_Cry7572

Yea saw those on the flow https://x.com/FL0WG0D/status/2006065933849092199?t=NOzlA6MNPxCJwkThhS_K5A&s=19

Chemical-Fun3692

This is super helpful! I will read up on these links! I didn’t notice any Bonds or mutual funds in your brokerage account and curious why that was, in specific no bonds? I believe this is what you mentioned, which I think i’ll plan on doing the same unless there’s a better way to strategize or optimize/diversify: SWTSX (MF, Total Market)/ SWISX (INTL MF) / SWAGX (MF Bond) - In ROTH IRA SCHB (US ETF) / IXUS (INTL ETF) - In Brokerage SWVXX (MMF) / USFR (FL TREAS ETF)

ChilaquilesRojo

How much money has been spent on the Venezuela project, just as people in Wyoming get hit with $4k/month health insurance premiums? Doesn't feel like America First to me This helps the GOP save some seats in south FL, but I dont know how in play they were anyway.

barefootbecky

So strange, it's the opposite where I'm at in coastal FL. Only Publix will even carry Beyond near me. It is Bogo this week so I'll load up but it's rarely on sale and they don't even carry any of the faux chicken.

boravuth

Still have NY, FL, and TX, with great opportunities to scale up. 2026 will be a great year for Fluent. Can’t wait to see how the Alien Labs and Connect products fare in NY.

Own_Fold_5212

Me thinks the 280E they owe + debt is going to weigh on their future growth for awhile with the exception of FL going rec So far there’s been no mention of forgiving 280E owed Still a very safe bet, an one of the winners / survivors…but don’t think ultimate winner is fair without referencing at minimum a shared “winning scenario” with GTI and Cresco, their balance sheets are going to let them to continue to invest and grow while reform catches up

Competitive-Ant2876

Correct my opinion. The amount of signatures that just got invalidated makes it almost impossible to get the signatures needed to get on the ballot. If you don’t know their UTP you should look at filings. Have a large footprint in ONE of the best markets is good but being able to compete in all markets your in is better. In my opinion Kim isn’t anything special in regard to business, she burned over a quarter of a billion dollars trying to campaign for something that didn’t happen while she sits on the largest UTP in the group of tier 1 operators. And their “cash” the claim to have is all from a refund that they may or may not have to pay back. All it takes is a price war in FL to trigger chaos, yes trulieve is well positioned for one but it’d hurt them the most because most of their revenue comes from FL so their top line would be hit the hardest out of all MSOs.

Competitive-Ant2876

Idk man trulieve is over-leveraged in FL. They need rec in FL & it won’t happen in 26. They haven’t really had to compete in other states and when they have had to they haven’t been able to compete in other states. They also have a large UTP, comically large. They can’t grow consistently good weed or have consistency w their product. According to the data they are only Top 5 branded product in Florida. No other state. & you could argue that they are top 5 in FL due to their large footprint relative to peers. We’ll see though.

Ok_Cry7572

$700 for hurricane victims in NC & FL. $700 for wildfire victims in Maui. Meanwhile, Boeing awarded $8.6 billion contract by Pentagon for 25 F-15 jets for Israel

AllCapNoBrake

3rd generation Floridiot that owns a home up north as well as in FL. Fuck Fl heat and humidity laden summers.

Old-Outside6894

Agree. Trulieve I will buy again when it hits its low this cycle. It is far from it imo. They also have a massive risk, S3 snags and FL ballot fails, OMG! I wouldn’t touch it here, yet.

studiotec

What got me bullish was how they are expanding hubs. Building up a record in Texas and expanding to AZ next. I see regulatory being the biggest hurdle, but I can see them spreading in the SW, eventually having routes stretching from FL to CA.

RevolutionaryPlum389

If consolidation were to happen in this space, which companies do you think would be the most natural partners? I believe that green thumb would acquire Cansortium or AYR for exposure to FL.

Latter-Freedom1693

Not exactly. Trump, Gaetz, etc were pro rec for FL, DeSantis against. Also, Dem controlled congress produced zero.

31andnotdone

bring out the FLŰGGÅƏNK∂€ČHIŒβØL∫ÊN

justaddcatalyst

Holy shit, you are so right. Except everyone is a degenerate gambler and not asl 17/F FL

Resi86

Potentially (likely) Virginia opening rec market. Minnesota market growth. Hopefully PA and FL rec legalization towards the end of the year (FL ballot, PA legislature), although PA is the one that gets away every year. Lots of positives in the near term 🦾

Historical_Stage2622

1st launch tomorrow midnight and 2nd shipped to FL

ComputerSmall19

This company in the US (Tampa,Alachua FL) that sells nerve cuff AxoGen,tissues the worst I have seen. The most toxic, biased people work here including a guy in Reg departmet who is there for many years, the most evil guy I have seen JonathanWhite. Got in the department from customer service because nobody wanted to work with the VP Mark Friedman at that time, who was equally evil, so he hired this evil brat, and also hired now VP  Jesse Bishop who is a hitler, the most racist guy I have seen, hired a crimial Zana Holly Duppee and a racist Rachel thomas. Both have destroyed the department by hiring narcissistic Nazis. No new employee especially colored can stay beyond 2 years, because the toxicity will force them out in most brutal way. You can only stay if you lick their asses like Karen Woods, Austin Desalvo  Pavan Jhutti, Manan Patel literally lick their asses.. Btw their view of people who don't lick their asses, or are colored. They will put them in gas chambers. This is their honest view. If you are buying their stocks you are supporting Hitler mentality people. 

Historical_Stage2622

Soon..launch on 23rd night and second one shipped to FL

TechnicianExtreme200

Didn't they just start driverless operations in a few cities in TX and FL only a few weeks after starting to map them?

Own_Fold_5212

Feels realistic that VA (soon with governor chanhe), FL and PA (next two years) will go rec; with that and schedule 3…kind of leaves TX (how fitting 😂). The pace of reform is slow but steady! Mid terms will likely give dems a majority, would love to see that finally deliver SAFER (there should be urgency after S3).

Own_Fold_5212

Good reminder on differences in party support; at the state level there’s been exceptional movement. GOP opposition is a problem problem; especially in huge potential markets - TX, PA, FL. Fortunately, FL and PA do look like they’ll come in the next two years. I wish SAFER was brought to a vote to get this on record earlier. Trump went against broad party sentiment here on reform.

im_burning_cookies

You can say FL is trash but the bit always told me b4 she had herpies. And I’m a man that respects honesty. 4x now lmao 🤌

reneegulae

FL still needs 60% vote. Hopeful but no guarantees.

Own_Fold_5212

“More than 20 Republican senators are urging President Donald Trump to keep marijuana classified as a Schedule I drug as his administration is expected to reclassify it to a Schedule III drug on Thursday.” Never forget - while Trump is likely making this happen, GOP opposition is a real threat. TX, PA, FL - the big ones. And look at the VA difference with the governor change. Also Ohio push back on the voter driven effort. SAFER post S3 and any agency reforms not dependent on congress are still extremely feasible with the current house.

Solid-Season9984

Human breast augmentations have been decreasing in cost in my local market due to the flood of plastic surgeons in S.FL.

FeverTreeCloud

2 small drinks and a breakfast sandwich at Starbucks in FL = $18 Calls on Starbucks stock 🤡

King_Chron

**SNDL Inc – Long-Term Bull Thesis (3–7 yrs) | NASDAQ: SNDL** * Market Cap: \~$536M | Cash: \~$178M | Debt: $0 | FCF 2025: \~$35–40M, projected $50M+ (2026) * Canadian ops: liquor (Ace Liquor, Liquor Depot, Wine & Beyond) + cannabis retail (Spiritleaf → Value Buds) + cannabis cultivation/production → stable cash flow * U.S. optionality via SunStream USA: \~$260M convertible debt → equity in FL, TX, MI, MA, NM → Top-5 North American MSO potential if federal legalization (Schedule III) occurs * 2025 revenue: $723M USD; Gross Margin \~26%; owner earnings \~$40–45M * Valuation: DCF & SOTP suggest $4–6/share vs current \~$2.10 → \~2–3x upside * Catalysts: U.S. federal rescheduling (removes 280E), SunStream conversions, Canadian consolidation, margin expansion via Indiva/private-label products * Capital Allocation: share buybacks $120–150M, Canadian tuck-ins $40–80M, U.S. roll-up via SunStream $150–300M **Bottom Line:** FCF-positive, cash-rich, undervalued Canadian retailer with embedded U.S. MSO optionality → asymmetric 3–7 yr upside.

BrokenAdventures

"No chance FL is passing rec" Bold statement there my guy. Last year it got 56% of the vote, 4% short of what is needed. That was with a bill that honestly had lots of issues and certain aspects raised concern even with more progressive voters and lawmakers. Florida also saw very low voter turnout (60%) , of which only 36.8% of 18-24 year old, and 51% of 25-34 year old, people showed up. It's possible that it repeats itself, but the new bill has fixed the main concerns that existed with the old one. And a mid-term election is more likely to get people to show up who are strongly in favor of something than the negative, from what I understand.

MNSportsMakeMeDrink

Dumb question, but how is Trulieve more expensive than GTI? I get the FL aspect but imo there’s no chance FL is passing rec with Desantis and GTI can actually churn a profit

Own_Fold_5212

You gotta say Trump in this case but I agree haha The broader GOP resistance is a challenge to important state reform (FL, PA, TX) and federal change congress is needed for (Safer). Biden dropped the ball, but Democrats are better for legalization and reform even with some horrible tax / other issues (CA and MI)

Muted_Thought8382

Friendly reminder, Webull is based in St Petersburg FL 😂 😂

Own_Fold_5212

No complaints on him locking himself away to execute 😁 No 280E owed, $220M in cash with no debt maturing until 2029 (and can manage it), profitable every quarter since forever. Those are all common; the other nugget is GTI had another 30+ licenses they have not opened retail locations for. And a solid presence in PA, VA, and FL already. We’re primed for growth; if institutions enter the sector they’re all picking GTI.

I_killed_the_kraken

Could be, someone [bought](https://x.com/FL0WG0D/status/1998767467733422130) $2M puts a few hours ago. https://preview.redd.it/kfrpurssof6g1.png?width=1206&format=png&auto=webp&s=a145c58e7ecfa0af746f68209effbd58ec6dbee7

redcoatwright

what are FL WS bots? Also this subreddit is the most manipulated place on Reddit, it's crazy how botted it is. I remember when BYND pumped and there were like 50 posts on the front page about it.

Playful_Sense_3407

Youl'' get used to it, all FL WS bots 

Interesting_Leg8859

Just a reminder that Tom Lee (AKA FULL METAL ALCHEMIST) is not far from his "Alchemy of 5%" target ...... BITMOOOOOOONER "Tom Lee's Alchemy of 5%" refers to the ambitious goal of [**BitMine Immersion (BMNR)**](https://www.google.com/search?q=BitMine+Immersion+%28BMNR%29&oq=TOM+LEE+ALCHEMY+OF+5&gs_lcrp=EgZjaHJvbWUyBggAEEUYOTIHCAEQABjvBTIKCAIQABiABBiiBDIKCAMQABiABBiiBDIKCAQQABiABBiiBDIKCAUQABiABBiiBNIBCDQ0NjNqMGo5qAIGsAIB8QW6FX0g1JXc2Q&sourceid=chrome&ie=UTF-8&mstk=AUtExfDWPz9CmetNoO_IfQpI95Tp_cssphh91UyNVssJDERo2_XfpkToXJigoxg4FL-P8jJNyIA74zQFQ_0PQGwpvnOFePP0oEYoDRUhjaFSzoAVxgWTFuETGbYpPEljdbIrO9m4dDPYLeHyO4CqZ6INLVAZfS0a8Q7PQeHNwz3hLlXpA-M&csui=3&ved=2ahUKEwjK2u6KkbGRAxXFvokEHQUhJGgQgK4QegQIARAD), a company led by strategist [Tom Lee](https://www.google.com/search?q=Tom+Lee&oq=TOM+LEE+ALCHEMY+OF+5&gs_lcrp=EgZjaHJvbWUyBggAEEUYOTIHCAEQABjvBTIKCAIQABiABBiiBDIKCAMQABiABBiiBDIKCAQQABiABBiiBDIKCAUQABiABBiiBNIBCDQ0NjNqMGo5qAIGsAIB8QW6FX0g1JXc2Q&sourceid=chrome&ie=UTF-8&mstk=AUtExfDWPz9CmetNoO_IfQpI95Tp_cssphh91UyNVssJDERo2_XfpkToXJigoxg4FL-P8jJNyIA74zQFQ_0PQGwpvnOFePP0oEYoDRUhjaFSzoAVxgWTFuETGbYpPEljdbIrO9m4dDPYLeHyO4CqZ6INLVAZfS0a8Q7PQeHNwz3hLlXpA-M&csui=3&ved=2ahUKEwjK2u6KkbGRAxXFvokEHQUhJGgQgK4QegQIARAE), to acquire 5% of the total Ethereum (ETH) supply, creating a massive corporate treasury to drive Ethereum's integration into mainstream finance and generate staking rewards

NewAccount428412

Bro I got 2gbps bidirectional for $70/month in FL. Your ISP is shit.

Old-Outside6894

I don’t. I own my core investment in GTI. I have been adding on pullbacks only until real reform. I started adding Trulieve as I believe they have a long term future from an investment pov. I’m more cautious because of the tax issues. If resolved favorable or FL goes rec, it’s game on.

InvestingPrime

Yeah, Okay. SMB's training program is how they make money. A constant churn of in and out to gain capital. I get it, you thought you were into something real. IT isn't though, its BS. Again, those who can't "teach". I understand, you want to believe it is real.. but it isn't. I was in the same situation. Look on INDEED right now, they have a position open in Miami. What does it say? # New/Developing Equity Trader- Miami What is your career path? **New traders will spend two years training and trading**, developing essential trading skills and building a trading playbook that makes the most sense to them. New traders will also be expected to build competence in quantative trading, starting with simple alerting scripts in python and moving onward to fully-fledged models for diverse trading environments. SMB Capital is excited to offer a new and unique opportunity for new and developing traders to be a part of our **Proprietary Trader Training Program** in Miami, FL. **(What they don't tell you?)** SMB Capital does not pay for training; **the firm charges aspiring traders** to participate in its training and education programs. While the company's website suggests it provides training, capital, and other resources for successful traders, the initial training for new or developing traders is a paid program where the trader covers the cost.  I'm sorry bro, but you fell for it. They got you. They are a SALES company. Selling you a TRAINING program that is "proprietary" to them. Basically, they will have some kind of silly system they say works.. but it doesn't. because they never do.

Tough-Ability721

Not to mention the obvious corrupt judge in FL that showed clear bias towards numpty and clowns

Murdock_03

Off topic but have they ever announced what percentage of their business currently is sports betting as opposed to DFS? I started playing DFS (and still do) with them and other companies when it first started years ago, and basically that’s all I can do because we can’t sports betting in FL unless it’s with Hard Rock (I.e. the Seminole Indian tribe) BTW - love the username!

jmu_alumni

Had a good run up for Trulieve pre FL amendment. I could forsee that happening again…. But by that time I expect S3 news ;)

sailortyx56

IBM CEO: Today, it costs about $80B to build & fill a 1 GW AI data center. So the \~100 GW of announced capacity implies roughly $8T of capex & “no way you’re going to get a return on that,” since you’d need “about $800B of profit just to pay for the interest”. [Link](https://finance.yahoo.com/news/ibm-ceo-says-no-way-103010877.html?guccounter=1&guce_referrer=aHR0cHM6Ly93d3cuZ29vZ2xlLmNvbS8&guce_referrer_sig=AQAAACIvReZcN7BIUpg4WGz3O8WwOSMbtSak_HQDd2DP59y57blyKJYasGh78DqI4SmBy8frXL0FL8o2BySNlVcrM3pTqP7LDpD5DOPT4NdgyPS58OMru5VRrCdck7qtI0zc2f9TBzK5AFTYeapdhHAH7_heyWRSLyOHb3VTVRuPfnnj) Lol.

Tiaan

I think it's very possible in 2026 just based on speculation/volatility from the FL rec vote alone. If we get rescheduling then I can see those names moving 300%+

Any-Grapefruit-937

If anyone thinks that this Supreme Court will rule against one of Trump's cornerstone policies, then I have a golf course near Miami, FL you can buy. 

Guido01

Kroger just pulled out of FL. They got slaughtered. Not a good look.

Scared-Tank7923

That's EXACTLY my point. He doing something akin to taking a look at oranges and saying this fruit doesn't have a bunch of gross seeds like apples do. The view is overly simplistic - that's all my point was. I don't disagree that its a bad thing for America as a whole to have people going bankrupt because of medical debt. It is bad. Wealth inequality will be the death of American supremacy compared to the rest of the world. I disagree that comparing America to other countries (there are plenty of European countries left off that list - I am sure very conveniently, in fact) whose situation is VASTLY different from ours is going to do anything to solve the issue. The largest country there by population is Japan. Japan is roughly the size of NY, CA, FL and TEX - population wise. Iceland has less people than the 530k he says go into bankruptcy from America alone. We are not in the same league bro.

shaft2007

Bro I hit the slots on the hard rock app in FL lol

Sudden-Series5695

https://x.com/FL0WG0D/status/1993811267329675759

Sudden-Series5695

https://x.com/FL0WG0D/status/1993811267329675759

Own_Fold_5212

FL and PA will big then they come brother 💪🏻🫡 VA on the way!

TroubledAcorn

Honestly I am starting to feel more bullish then ever. We suddenly have Politicians talking about THC and taking action at federal and state level. This hemp things going to cause a massive issue if it doesn’t lead to some kind of further reform or S3. Many states looking to ignore the Fed ban and implement their own regulations. States like TX, FL, MN, NC , SC, MA, KY, CO Theres probably more but thats what I have off the top of my head. These are some huge red states, and if S3 isn’t passed it will kill their carve outs. This would see like a political disaster for Trump, and go against his entire leave it to the states stance. So I don’t see that happening , hence S3 incoming or some kind of reform.

Competitive-Ant2876

It’s the exact same shit just worded diff. And no it’s not from MJ herald it was a local outlet in FL.

Virtual-Moose5921

#Dang u be a nerdy JIT in FL LMAO🤌

HugeDramatic

I can’t believe it only took ~9 days to walk some of these stocks back down to near all time lows. It made sense to me when the 2024 FL recreational cannabis amendment failed since so much hype had been built up on it and the bubble popped…. This time I don’t get it at all. Hemp is literally the number one competition for state regulated cannabis and the government just shut the door on that. Maybe the sentiment is that the republicans are heading more towards general prohibition with that move… but if that were the case they would have outlawed all cannabis in the ‘must pass’ CR, not just hemp THC.

UnsatisfiedRoman

You kidding? FL has many pockets that already collapsed compared to the national average.

HugeDramatic

Seems like the Smart and Safe 2026 petition for recreational cannabis in FL is making good headway now. I feel like there’s a higher chance of seeing that succeed in 2026 than getting S3 out of the federal gov.

slo1111

There are two kinds of capitalist in this world, those who limit competition to gain advantage as TX and FL did by making lab grown meats illegal, also called cronyism, fascism or insert your own name or the capitalist that understand competition is key to capitalism.

Competitive-Ant2876

I own cresco & GTI. Cresco is a good company, top line is shrinking, margins have remained steady, and they always hold top 3 market share in major markets they are in. They are looking at Germany now which I spoke about them doing well before it was announced. He was head of the panel and was pretty much looking to partner with someone. Cresco needs PA and FL to flip but a lot of people don’t talk about the crazy amount of money they to pay under “non controlling interest”. This is for 3 dispos out of IL. If they can just pay out those owners or renegotiate the fee this would unlock/ free up a lot of cash. I believe in Charlie, & I believe cresco will be the best company to be acquired behind GTI. They just over-leveraged in the beginning and wasted a lot of time/effort running in place with the Columbia care merger which would have been the worse thing for them.

HugeDramatic

A reckoning is coming for hemp. The industry deserves it for what they did to block recreational cannabis in FL.

Tiaan

They would be subject to 280e and no more interstate commerce, so no more cannabis products flooding in from California into smokeshops in FL and TX as "hemp"

jamminstein

I don't feel like typing out a ton of text, but here are a few clues and things to dig into and take a look at with Greenthumb beyond their solid balance sheet and their lack of tax debt that will contribute to growth. 1) Ben's relationship to the Alcohol industry. 2) Relationships already established with Circle K, Target, other retail. 3) Greenthumb store locations in Florida are primed to far out compete Trulieve if and when Florida goes recreational. Even though Trulieve has double the amount of shops in FL, Trulieve's locations are geared toward medical. Pull up a map and compare prime locations and tourist areas between GTBIF and Trulieve if/when rec happens. 4) The longer this sector goes without reform = the more companies that will fail. Greenthumb's balance sheet will allow them to pick apart the bones for pennies on the dollar left by failed competitors.

Own_Fold_5212

Greenthumb - 1. No 280E owed; every other MSO has considerable liabilities here 2. No debt maturing until 2029 and they have $226M in cash in hand while profitable (debt is super manageable) 3. Have stores in MN, VA, FL, and PA; MN rec revenue will be reflected next quarter, VA can finally go rec…PA and FL are just future growth when it harkens 4. In addition to 3, they somehow increased revenue even with price compression and not needing to increase footprint much 5. Can’t wait to see what they do with that cash to drive growth

AllCapNoBrake

They changed the numbers (for sales) JUST before the 2008 collapse. We had a set of twin brothers making 100k/yr (They were based in the Tampa, FL Call center doing retail sales) and were constantly invited to the yearly presidents club....then then the minimums got raised and that entire sector of the business took a shit (I was over the financial umbrella, not sales/CS).

_hiddenscout

Yeah, it's really interesting that the cost for panels have come down so much. Still think we should remain the push for renewables as something around national security. It's cool seeing that like TX and FL are both two of the biggest growing states, so even red states are seeing the economic advantage of going that route.

TroubledAcorn

You are calling it speculation cause you don’t want to believe it. I already know it’s going to happen. I don’t need to convince you. You welcome for telling you, since you obviously didn’t know. Sorry bud your Trulieve FL moat is just a fallacy

HugeDramatic

I agree. No need for MSOS to stick their neck out on this. The hemp industry has done everything they can to sabotage cannabis in FL, and in other states. They have two options now, fight for a new loophole legislation exclusively for intoxicating hemp or acknowledge that intoxicating hemp and cannabis are both ‘THC’ and push for rescheduling/descheduling. I suspect they will try the first option over the next 6 months, but if that fails they’ll have to lobby with the MSOS. The clock started ticking tonight.

TroubledAcorn

It’s not insider information, but you have to follow the company closely or you would miss it. I will keep it brief, cause I’m busy at work. Look at GTI’s store count compared to Truileve. Its like just over a 100 for GTI , compared to 230 something for Truileve. GTI knows how important store locations are. GTI made the smart choice to lock up around 50 high traffic, tourists spots for for expansion when Adult use comes. The sights are already zoned, and approved and they have them locked up in contract. GTI has the capital and is ready to move on these Day 1. Trulieve and others priortized the current medical market and most locations are not good for Adult use. GTI FL locations that they are currently operating were also purposely purchased to be good and immediate converts for Adult Use. Trulieve is spending over a 100m on Campaigning for Adult Use , GTI going to swoop in when its time

TroubledAcorn

Right. So like my post alluded to, you don’t know GTI’s FL strategy. Wait for the switch to flip, you see how fast GTI takes FL market share

Competitive-Ant2876

GTI has only added 3 stores in FL since the rec vote not passing. GTI is mainly in limited licensed states per their filings which is why they haven’t expanded a ton in FL. There is also BDSA data available if you pay the subscription that shows brands per state within cannabis. This data is very useful since MSOs don’t break our state by state data. This data shows brands, private & public, shrinkage or expansion and in what category. Trulieve will always hold the keys in Florida due to store count but they can’t afford a price war because that’s where they are over leveraged. They start dropping cost in Fl it will be heavily reflected in their top line more than it will affect other MSOs because other MSOs are as leveraged in FL.

TroubledAcorn

People also think Trulieve got the lock on FL. It looks like that now. What most don’t know is what GTI has done to take over Florida. Watch what happens after it flips Adult use

BoJo_Nose6969

i have a buddy in florida and he shared w/ me that they the rec market down last year because of that smell bullshit pushed by desantis. unfortuntely, the avg person isn't as close to this issue as we are and is super fickle. silver lining - maybe democrats in FL follow what we saw last week in the states. that is key here.

Fearless_fx

I realized this is also a big periphery win for Trulieve’s ongoing petition for recreational cannabis in FL. No more gas station hemp means cannabis access will become more limited again. FL voters may be more incentivized to vote for increasing regulated access.

Tiaan

Intoxicating hemp ban is huge for MSOs, especially for companies like Trulieve who barely made an investment into THC drinks and whose main competition in FL is hemp derived products. This should also catalyze efforts to legalize in FL now that hemp products won't be running the show. I'm curious to see what happens with gti and rym as well

1066BillHastings

The U.S. Virgin Islands (LSSJ/Little Saint James) appear in Epstein’s logs for other passengers (such as Bill Clinton, Kevin Spacey, Chris Tucker, and others), but Trump’s name never appears on those itineraries. Multiple independent reviews — by The Washington Post, Reuters, Newsweek, and the public domain logs confirm that Trump never appeared on any flight bound for or departing from the Virgin Islands. All Trump flights on Epstein's plane were from or to Palm Beach, FL.

MatrixOrigin

Yeah I'm wondering how the senorita rollout will develop in FL if this goes into effect.

SkiDeerValley

Basically Dems wanted to show people who are on ACA subsidies how much it would be. Many who are on are in R states like FL.

SpecialistPlastic729

Mortgage delinquency is the one to keep an eye on. Recession might be in the future, but if foreclosures spike (looking at you, FL) we could be seeing a financial crisis as the AI bubble pops at the same time and we get a credit market freeze

Gladiz1972

Well basically today you can gamble in most states and Vegas is really pricing themselves out the market fees for everything and sky high prices for everything out there parking etc .I am here in FL I have the Hard Rock Guitar Hotel 10 minutes from me no reason to go to Vegas anymore

Shillyshee

I’m fishing for square grouper this week in FL

Less_Foundation5024

blue stater, moved to FL in June. Unreal how awesome it is here where I am at.

Ravenous_Void_69

There is actually a reasonable amount of evidence to suggest right leaning people leaving NJ, CA, IL, and NY for TX, TN, and FL.

CannaVestments

A modestly better quarter from Curaleaf with results ahead of expectations, modest growth, and some margin expansion, although underlying cash flow generation and balance sheet quality remain entirely reliant on their challenge of 280e obligations. The domestic business stabilized after several quarters of declines while the international business continues to grow (up 12% QoQ and 55% YoY) to $46M (the largest of any cannabis operator). Similar to others, their uncertain tax position is rapidly ballooning (now $510.2M) and their $95.3M in reported YTD operating cash flow is actually negative when you factor in those unpaid 280e taxes making the legal challenge top-of-mind. Looking ahead, Cura should continue to see growth in the international segment while the domestic business has few immediate catalysts outside of growth in NY and select store openings. Full review: **Revenue:**  QoQ: $314.5M to $320.2M / YoY: $330.5M to $320.2M *Up 1.8% sequentially and down 3.1% YoY was better than expected ($317M), as the US business held stable while the international business grew 12% sequentially and 55% YoY to $46M. Cura opened 4 new stores during the quarter (2 in OH and 2 in FL), stared an MSA with a Maine store, and acquired the remaining ownership in Cura International (now 100% owned).* **Adjusted EBIDTA:**  QoQ: $65.5M to $69.3M / YoY: $75.3M to $69.3M *Up 5.8% sequentially and down 8.0% from last year was also ahead of expectations ($66M), with margin up to 21.6% in Q3 from 20.8% last quarter (although down from 22.8% last year). Still behind most Tier 1 peers but good to see improvement.* **Gross Margins:**  QoQ: 48.5% to 49.9% / YoY: 48.6% to 49.9% *Nice improvement here at a good level as management highlighted efficiency improvements.* **Operating Expenses:**  QoQ: $149.3M to $155.7M / YoY: $151.3M to $155.7M *Increase here sequentially and YoY largely due to higher SG&A and SBC, offsetting margins gains to an extent.* **Operational Cash Flow:**  QoQ: $6.7M to $4*8.4*M / YoY: $40.3M to $48.4M *As always, have to look at tax payments dynamics for proper read through. Adjusting for unpaid taxes, OCF was -$8.2M in Q1, -$20.3M in Q2, and +$9.4M in Q4 for -$19.1M YTD. CapEx spend was $16.6M and now $47.9M YTD.* **Cash:** QoQ: $102.3M to $107.5M / YoY: $90.0M to $107.5M *Positive OCF offset CapEx spend. Cura also paid down some debt with a new credit facility. Debt stands at $543.7M, Income tax payable of $19.9M, and now an uncertain position of $510.2M*

frankenfish2000

Do you? From the article YOU cited: >Pelosi was **only the 10th best** congressional investor last year, far behind Rep. David Rouzer (R-NC) with returns of 149%, Rep. Debbie Wasserman Schultz (D-FL) at 142.3%, and Sen. Ron Wyden (D-OR) with 123.8% returns.

NeuroticFinance

Exactly. The rich people in NYC swearing up and down they're moving to FL already own homes there for the winters. And the ones who don't already own homes down there sure as hell aren't buying anything now. FL is crazy overcrowded and the real estate market is an absolute nightmare. The people who believe the whiney rich doomers either have no clue how rich people's relationship with FL works, or are gullible as hell.

frankenfish2000

Actually…she isn’t. She’s never cracked the top 5 in percent gained. The current top 5 is Republican David Rouzer (NC, +149%), Democrat Debbie Wasserman Schultz (FL, +142.3%), Democrat Ron Wyden (OR, +122.8%), Republican Roger Williams (TX, +111.2%), and Democrat Morgan McGarvey (KY, +105.8%). Nancy came in at +70.9% in 2024 in 10th place. She was 9th place 2023 at +60.9%. Her highest ranking was 6th place in 2021. 1st every year is a Republican as far back as reporting goes. Makes you wonder who started that it’s Pelosi. Ban trading in congress (and their immediate families).