FL

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).

SunnyOutsideToday

> Members of Congress With the Best Performance in 2024 > Rep. David Rouzer (**R**-NC): 149.0% > Rep. Debbie Wasserman Schultz (D-FL): 142.3% > Sen. Ron Wyden (D-OR): 123.8% > Rep. Roger Williams (**R**-TX): 111.2% > Rep. Morgan McGarvey (D-KY): 105.8% > Rep. Larry Bucshon (**R**-IN): 98.6% > Rep. Pete Sessions (**R**-TX): 95.2% > Sen. Susan Collins (**R**-ME): 77.5% > Rep. David Kustoff (**R**-TN): 71.5% > *Rep. Nancy Pelosi (D-CA): 70.9%* Best grift the GOP did was somehow make everyone associate using political insider information to trade with the female Democratic speaker of the house.

jotheold

she's overated, she's good but ; 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.

Glittering-Gas-8346

if airports shut down next week he can’t golf in FL, so calls 🫡

Elegant_Basis_3917

Press sec announced he’s making “major announcement” from Miami FL today at 1pm EST

Elegant_Basis_3917

Press sec announced he’s making “major announcement” from Miami FL today at 1pm EST

CannaVestments

Solid Q3 showing from Trulieve: revenue was in-line with expectations considering the seasonally weaker quarter in AZ/FL while margins came in nicely above expectations. The FL machine continues to operate at a high caliber despite price declines and increased competition in the state, as the company again leads the charge on spending ahead of another AU initiative in the state ($34M spent YTD). The cash flow profile and balance sheet continue to be dictated by their ongoing challenge of 280e with strong press release numbers and now an indication to pay down the majority of their debt in Q4, but alongside significant unpaid taxes that continue to accumulate under the UTP (now $616M). Looking ahead, few changes on the horizon for most of their core markets with potential for adult-use in FL/PA although certainty on those states remains murky. Full review: **Revenue:**  QoQ: $302.1M to $288.2M / YoY: $284.3M to $288.2M *Down 4.6% QoQ and up 1.3% YoY, in-line with analysts consensus of $288M during the seasonally weaker Q3 in FL/AZ. Trulieve opened 1 new store in OH during the quarter, and relocated 1 AZ store so largely working off the same base.* **Adjusted EBIDTA:**  QoQ: $110.6M to $102.7M / YoY: $96.1M to $102.7M *Down 7.1% sequentially but up 6.9% YoY, nicely ahead of expectations of $96M. Industry-leading margins remained strong at 36% in the quarter, down from 37% in Q2 but up from 34% last year. Note that 6.3M in campaign contributions (now $33.7M YTD), $8.8M in one-time costs, and $5.8M in SBC were removed from this figure.* **Gross Margins:**  QoQ: 61% to 59% / YoY: 61% to 59% *Down slightly QoQ and YoY but still at very strong levels.* **Operating Expenses:**  QoQ: $130.3M to $127.6M / YoY: $172.7M to $127.6M *Nice cost control sequentially and a big drop YoY (largely due to a $48M campaign expense last year). Removing the campaign expenses, OpEx was $121.3M here compared to $125.9M in Q2 and $124.3M last year.* **Operational Cash Flow:**  QoQ: $86.1M to $76.8M / YoY: $30.3M to $76.8M *Good headline number but always have to factor in unpaid taxes. Tax-adjusted OCF was +$20.2M in Q3 and now $+42.5M YTD ($76.2M if you factor out the campaign contributions). This compares to +$37M in the first 3 quarters of 2024 and +$99.7M if you factor out campaign contributions so actually down this year apples-to-apples. CapEx was $12.3M in the quarter and $40.8M YTD so just above break-even on FCF when factoring in unpaid taxes.* **Cash:**  QoQ: $392.6M to $449.2M / YoY: $238.8M to $449.2M *Cash rise continues driven by positive OCF, although the uncertain tax position along with it. Debt stands at $477.5M with Trulieve indicating they will pay off $368M of notes in December. The uncertain tax position now stands at $616.3M and will continue to rise*

gopoohgo

Bullish for NC, FL, and TX as hedge funds, PE and big banks start to head for the exits

philter25

Hahahaha you deleted your comment about owning three cars and a house in FL lmaoooooo but yeah you’re beside yourself making $2K on a stock. A trailer and three 20 year old ATVs owned by your cousin don’t count buddy 😂

_hiddenscout

Yeah it's an interesting name. Ended up pulling the trigger on BELFB the other day and going to call into mad money tonight I think about it lol. Was suppose to be on last night, but i got bumped due to time. The nuclear stuff is interesting. I'm just not sure what to make of it. I'm pro nuclear, but there are arguments around it taking a long time and being really expensive. Part of why I'm a hold of NXT, since solar+battery storage is really winning over utilities due to cost. Like that's the biggest winner of new energy generation and even red states are growing fast with it, like FL and TX. Post about a company in today thread I think i'm going to buy, $EVER. Boring insurance company, but the growth and valuation is really compelling.

naftel

Totally different company than NextEra Energy Inc. (NEE on the NYSE) of Juno Beach FL that is huge and employs 16k+ people… The name of the company you’re promoting seems like a ln effort to capitalize upon the recognized name of the larger firm I have noted.

Ecstatic_Wheelbarrow

What AI could be good at is parsing Congressmen buys and sells while aggregating the company's financials, government contracts, etc. Here's a breakdown of the top 10 congressmen for 2024 with Pelosi barely in the top 10: >Members of Congress With the Best Performance in 2024 >Rep. David Rouzer (R-NC): 149.0% >Rep. Debbie Wasserman Schultz (D-FL): 142.3% >Sen. Ron Wyden (D-OR): 123.8% >Rep. Roger Williams (R-TX): 111.2% >Rep. Morgan McGarvey (D-KY): 105.8% >Rep. Larry Bucshon (R-IN): 98.6% >Rep. Pete Sessions (R-TX): 95.2% >Sen. Susan Collins (R-ME): 77.5% >Rep. David Kustoff (R-TN): 71.5% >Rep. Nancy Pelosi (D-CA): 70.9% >*Data source: Unusual Whales (2025).*

donjuantomas

Star Trek Nexxt Gen? 🧬 Fuel cells located in Miami FL? Count me in boss Never buy the dip Always buy the correction Stacks, upon stacks, upon stacks 🎼 TQQQ … hmm … [something spicy](https://youtu.be/UrX4mqXmapE?si=lyN7nKkcDVbWckWv)

kindofnotlistening

What’s crazy is Chipotle is one of the last “value” meals left, at least in FL. Chicken bowl with a tortilla on the side is $11 and is 2 or 3 meals for me. Just can’t do chips, guac or drink if you want it to remain decent value.

strip_club_dj

Bricks of coke occasionally wash ashore here in FL, probably the closest thing you're going to get.

justdandandy

FL (Frontier Lithium) is popping off

justdandandy

FL Frontier Lithium is popping off

GetOutMeSwaamp

$JNJ is done. There are tens of thousands of lawsuits pending against JNJ for alleged asbestos exposure due to the talc contained in their powder products, which wasn’t discontinued until 2020. In October 2025, a Los Angeles jury ordered JNJ to pay $966 million in a talc/mesothelioma case for a woman who died of mesothelioma, finding asbestos in the talc product.  Earlier in 2025, a Massachusetts jury awarded $42.6 million to a man who developed mesothelioma after using JNJ baby powder.  There are also numerous other verdicts: a $260 million verdict in Oregon (June 2024), a $45 million verdict in Illinois (April 2024) for a mesothelioma wrongful-death case, and a $20 million verdict in Broward County, FL against JNJ was rendered yesterday afternoon.  Forget about the Tylenol case, asbestos litigation is what will drive $JNJ into the ground.

GetOutMeSwaamp

More than 60,000 lawsuits are pending against JNJ in the U.S. for talc-related claims. In October 2025, a Los Angeles jury ordered JNJ to pay $966 million in a talc/mesothelioma case for a woman who died of mesothelioma, finding asbestos in the talc product.  Earlier in 2025, a Massachusetts jury awarded $42.6 million to a man who developed mesothelioma after using JNJ baby powder.  There are also numerous other verdicts: a $260 million verdict in Oregon (June 2024), a $45 million verdict in Illinois (April 2024) for a mesothelioma wrongful-death case, and a $20 million verdict in Broward County, FL against JNJ was rendered yesterday afternoon.  With tens of thousands of pending lawsuits the sheer scale amplifies exposure. Even modest per-claim settlements or judgments can aggregate to multi-billion-dollar sums. Also, Texas just sued JNJ for the risks associated with Tylenol, which serves as even more exposure. I don’t see a way for $JNJ to be a safe play by any means.

CannaVestments

Largely an underwhelming quarter from Verano to start the Q3 earnings season. Revenue was in-line with expectations but down 6.4% YoY, with margins well short of expectations as increased price compression and competition weighed on results. aEBITDA and gross margins both dropped quite a bit to recent lows, with few near-term catalysts outside of potential adult-use initiatives in Virginia, Pennsylvania, and Florida in 2026/27 that remain TBD on timing. Full review: **Revenue:**  QoQ: $202.3M to $202.8M / YoY: $216.7M to $202.8M *Flat sequentially and down 6.4% YoY which was in-line with consensus ($203M). Management pointed to price compression and competition as the main sources of the YoY declines. Verano opened 1 new store in FL in Q3 and has opened 1 store in OH so far in Q4.* **Adjusted EBITDA:**  QoQ: $66.2M to $53.1M / YoY: $64.5M to $53.1M *Big drop sequentially (down 19.8%) and YoY (down 17.7%), short of expectations of $61M. Margin drops from 32.7% in Q2 and 29.8% last year to just 26.2% in Q3, their lowest mark in several years.* **Gross Margins:**  QoQ: 55.9% to 47.0% / YoY 50.3% to 47.0% *Big drop sequentially and from last year, again due to price compression and increased competition.* **Operating Expenses:**  QoQ: $86.8 to $86.0M / YoY: $92.3M to $86.0M *Decent cost control, much needed given top line declines.* **Operational Cash Flow:**  QoQ: $10.9M to $26.4M / YoY: $29.7M to $26.4M *Up QoQ, and down slightly YoY but all largely due to tax payment timing. Tax-adjusted OCF was $12.4M in Q1, -$2.2M in Q2, and $9.9M in Q3 for +20.1M YTD 2025. CapEx was $7.5M in Q3 and $31.8M YTD.* **Cash:**  QoQ: $68.6M to $8*2.6*M / YoY: $87.8M to $82.6M *Rise here as positive OCF was partially offset by CapEx spend and some net debt paydown as Verano took on a new credit facility to pay down previous debt. Total debt is $400.8M and unpaid tax are $348.3M.*

Amateur_tarded

I did think it was a play on Drug dealer, but then couldn't make sense of FL, so just thought you were a ber lmao

FLRugDealer

If not friend then why friend shaped? But FR tho im not a rug puller I just used to work for a marijuana company in FL and it’s a play on drug dealer.

Cabrim

HVII. Looks like the website was registered last December, and their LLC was registered (in Florida) this January. The "Principal Address" for this registration, appears to be the co-founder's apartment... 🤔 DOWD, KEVIN 2310 1ST ST #603 FORT MYERS, FL 33901

AbbreviationsDry5823

I appreciate your view as well! It is much harder to do what TSLA is doing, but they have the advantage of full integration of all the components to make robo taxis a reality. Google does not make cars, and we have seen how trying to integrate technologies often leads to failure. While I will agree with you on TSLA and timelines in general, they are 100% focused on making this work and I see the results every time I use FSD. I have driven from FL all the way to Canada using FSD for 95% of the drive. If Google doesn't see revenue for this soon, they will drop it same as GM did.

Competitive-Ant2876

They will be the second mso to go under behind curaleaf, they shouldn’t even be trading at the price they are. They just replaced the COO, and the new guy is clueless. It’s actually insane. This company will see a small bump in rev more than likely this quarter due to the two grows coming back online in FL but after that you will see dwindling quality and smashed margins. They still have a HUGE inventory they need to sell through. It’s your money but go look at financials, and do deep dive on new COO

Edard_Flanders

Housing alone would cost more than that... if you are going to buy a house. I have a 2500 sf house in FL and the total cost is about $25,000 / year. But if you are renting a room from someone you can go so much cheaper.

The_Fonz118

Another anecdotal experience, there is literally a Chipotle maybe 500ft from a Newer established CAVA same plaza in Plantation FL, and the CAVA is constantly always busier.

EndlessSandwich

I was about to go to law school in 2006, but decided to try music for a bit instead. Tried touring a couple of times and did the LSAT in 2007 or 2008. LSAT got interrupted by a dog parade (Thanks Deland, FL!) -- took that as a sign that I wasn't meant to be a lawyer, and I was supposed to be a musician. Left the punk band, joined a prog metal band... Did the touring thing a couple of times while struggling at playing local shows. Hated it. Decided that my life-long passion is now dead. Got heavy into IT. 2025, 17 year IT career now, on a long enough timeline, I see my skillset (Cloud Engineering & DevOps) being fully replaced by AI. Kinda want to go to law school now, even though that's going to be replaced by AI in time as well. I have new reasons for wanting the law degree.

KaptainChunk

My apologies let me dumb it down further. Airbnb rents out local places to people who vacation. USA biggest contributor to Airbnb. Florida is the number 1 most vacationed place in the USA. Lots of people buy house, and rent on Airbnb. Use money from rental to pay mortgage on house and pocket the extra. Many tourist stop coming to USA, crazy orange man and ICE people scare foreigners. Now people not make big money from Airbnb, can’t pay that mortgage, people sell house. Many house 4 sale in FL and no one buying.

Glad-Veterinarian365

I’ve not been to FL since Obama was in office. I wonder how different it is nowadays

Sufficient-Aide6805

The FL doom and gloom narrative is a shakeout attempt. Ken Griffin wants the petit bourgeoisie to move back to the tristate area so he can buy the rest of S FL at a discount.

chikari_shakari

FL man, that’s all he got plus no health insurance or teeth

literanch

I own 11 Airbnbs in FL. I think OP only knows poor people.

KaptainChunk

Nah, more along the lines that a large amount of the homes for sale in FL are Airbnb rentals. With Orlando FL being one of their most rented from locations. Theme parks attendances are down. Lots of Canadians are not snowbirding here. People aren’t vacationing in general like they did last year. Seemed like a pretty safe bet to risk the $800 bucks. I was doing pretty well on it till Friday when stocks went green again. If one of you degens sees this and goes big short level rich once they do go under. A small cabin in the Rocky Mountains would be an excellent thanks. <3

gargoyle_blood

FL is one of the top destinations for vacation travel in the US. It’s at least a decent proxy

mugirawraw

is FL the world?

SorryIHaveNoClue

Yep definitely will be doing this don’t worry. Probably won’t make too much more at my current job ($16 an hour currently in FL) but having trouble leaving due to good hours, I get 35 hours a week with only 35 hours of availability due to school. Once I am able to find something with similar hours and better pay I will be jumping on it, and once I graduate with an asn I should be making like double what I make now, which means I’ll be putting a lot more into my investments.

Necessary-Warthog-17

Dont forget their FL contract

HopefulRomantic13

https://x.com/FL0WG0D/status/1978888566617850323?t=QItZkzhSAMDuFs5f8inM_Q&s=19 569K is not just a random crazy guy betting his life savings

Inner-Chemistry2576

Today in Yulee,FL we had (4) breakfast omelets (4) gourmet coffees with the tip $75.

peterpeer9

Apparently retarded people get offended when you call them out as being retarded with statements that threaten their core beliefs like: > I kid you not— before long, red states like TX and FL will be teaching ‘Trump math’ in school, and students will be 437% less-prepared to function in the real world.

peterpeer9

I kid you not— before long, red states like TX and FL will be teaching ‘Trump math’ in school, and students will be 437% less-prepared to function in the real world.

warm_fork

Agreed, I'm from FL and the NE states & midwest are absolute hell holes in every aspect

RADToronto

FL

Georgia_Iron

You should check your facts. What you are posting about bill gates is not correct. The information is wrong.. The mormans own 1 farm in FL that is 300,000 acres. And even more in other places. https://www.deseretranches.com/Home/Welcome Trump is absolutely correct to tariffs China. His first term they agreed to purchase 50 billion in US soybeans in a deal with us. During Biden it was not enforced. Now they are buying none. Our farmers lost a hugh market share. I hope Trumps figures out how to tip the scales back in our favor. We need to Support our leader and country.

Alternative_Rule6208

[https://x.com/FL0WG0D/status/1975193919186256056](https://x.com/FL0WG0D/status/1975193919186256056)

Ow_My_Bootey

Appreciate it! I’m going to be the regard here and tell you “this time it’s different” we’ve got the POTUS who voted for legalization in his home state of FL on board and pushing for rescheduling this go around so I’m fairly confident we make progress

theseitz

I've done really well on $NEE over the years. The FL government has let them basically do whatever they want, and they have strong nuclear capacity above what they need to keep their state mandated consumer rates at what they need to be. They'll pop when we're clear of hurricane season without a data center deal, and an announcement like this would definitely shoot it up 20-30 percent. I'll write some more up on this hypothesis and come back around.

jmu_alumni

Not much but she did nod her head ever so slightly when he was saying red states have spoken like your state of FL Then nodded heavily when he said we have to figure this out on federal level

According-Page8618

https://x.com/FL0WG0D/status/1972678240801042643 surely not an insider

alloutofchewingum

There will be some weather catastrophe that will affect millions of homes in FL, SC, NC and/ or TX. One of the state insurers of last resort will become insolvent. Insurers will raise premiums drastically and simultaneously drop millions of homes from coverage. Insurers of last resort will stop accepting new customers; many of these homes are now uninsureable and hence unsellable. Property prices go into an insane downward spiral. Banks are forced to mark the value of their mortgage portfolios to market taking trillions in write downs. They are forced into emergency capital calls. Contagion spreads throughout the finance industry, insurance and reinsurance in 2008 redux. Panic sales of assets reduce indices by 30 - 40%.

literanch

Unbelievable that TX choked to FL today

Competitive-Ant2876

With what money? Lmao do you realize roughly 80 percent of their cash on hand is from a 400 million plus tax refund???? You add the tax refund plus around 180-200mill they burnt trying to campaign, that’s a half a billion dollars. This wouldn’t be a problem if they weren’t so leveraged in FL so really they neeed PA to flip rec and sooner than later.

Competitive-Ant2876

Here’s the thing with trulieve- they are heavy leveraged in FL, and a price war will happen eventually which will compress margins and shrink rev. They have a 400* million dollar uncertain tax position and that’s where a good chunk of their cash flow comes from. That’s super risky. What happens if s3 goes through but companies still owe those tax’s? Trulieve is beyond screwed. I find it hard to believe at least 70 percent of the tax’s owed won’t have to be paid if 280e goes away. Also rec won’t happen in 26 in Florida so essentially Kim has burned another 200mill campaigning. From the previous quarter alone they paid our 14mill in campaigning(check filings).

sean8877

Why are they launching it out of India? Why not TX or FL or something?

juzzt4fun


Competitive-Ant2876

Ben has no edge within anything. His company runs how it does cause they haven’t had to compete yet. According their filings their footprint is mainly in limited licensed states, they are heavy in FL, IL or Michigan. Let me know when they actually have to compete. They control who they compete with via who they put on their shelf. If you go to any rise dispo, they don’t have Cresco, or verano or a value you mix like ascend. It’s mainly curaleaf. This is coming from someone who has a core position in GTI.

youngbutgood

FL could do it at the ballot next November

Competitive-Ant2876

FL and Va won’t happen for awhile , WI I don’t know, but PA should be the first of the group to pass more reform.

Intensive__Purposes

I mean sure, but you’re cherry picking probably the most expensive lake in the country to buy real estate on. There are very nice lakes in states like NC, SC, FL, WI, etc that $2M would get you a pretty nice place, though I don’t know your qualifications for a “proper house”.

razors_so_yummy

Well fuck me. Helicopters galore. Near Jax FL

Bosfordjd

As your property value and cost of replacement goes up so does your insurance. My insurance has 3x in FL since I bought my house...but so has my home value. It sucks, and it's one reason I'd rather property values didn't go up, I'm not using it as an investment it's just my home. The increased costs just offset a ton of equity gains. By the time I retire I'll have a payment higher than my original mortgage, just from insurance and taxes, it's already 75% of my original excluding escrow. This isn't a canary...it's the same as everything else. It's by design and how you create a future of renters only and subsidize wealthy coastal property owners and investors. It's literally how everything works in the US. Socialize costs/losses for the wealthy, brutal capitalism for everyone else.

Lucky_Platypus341

It may also act as a wealth transfer effect in that: (1) local premiums do not reflect local risks, so people in higher risk areas (FL) aren't paying their share while people in low risk are paying excessive amounts to cover the risk, and (2) wealthier and older homeowners in low-risk areas who do not have a mortgage, can choose to self-insure. The first causes wealth to transfer from low risk to high risk areas, propping up RE in areas homes should no longer exist. The second means that low-risk, home-rich owners (whose higher-value properties have higher cost policies, and who could in the unlikely event of a loss, write a check to replace the house) can opt out, increasing the burden of (1) on the rest of the low-risk homeowners who must have insurance due to their mortgage.

CCWaterBug

Sure,  imho it's not surprising if you think about it. Old couple two ss and a moderate pension, buy a condo for 80k to winter in FL back in the 80's or 90's.    Or maybe a $115k house.  They aren't homestead, so prices/tax gradually rise, Insurance and fees climb up faster than their cola increases, interest rates are historically low so their investments (conservative) barely move, then 2021 inflation hits hard and keeps coming..  we vote in min wage increases, and labor climbs quickly, the handyman doubles rates, lawn guys and tree trimmers go up, a plumber wants $550 for a faucet... car repairs climb, and new cars are ridiculous... you need a root canal & the dentist wants how much?   The grandkids are unemployed and living in a shithole, you send them money and they upgrade their gaming system and get an iphone17.    Husband dies and the 2nd pension disappears or gets cut in half and condo fees go up another $150 a month. The stock market has gone up but they had 90% in cd's at 3%, crap on a cracker. It ALL adds up, Insurance may he an excuse, but the reality is that not one single invoice has gone down in 5 years it's just another item on a laundry list of issues. Their only practical escape is to sell the 2nd home which thankfully went up in value, but they missed the peak selling year and the buyers aren't biting and that assumes they didn't bleed their equity down with a reverse mortgage. It's a sad reality for some, but 1990 snowbird budgets aren't cutting it.

CCWaterBug

I'm in FL a day honestly. If an extra 4k premium on home insurance means a snowbird can't afford a 2nd home, they were overstretched to begin with.

RaZE___SoViEt

**$LPTX** - 0.34 currently , looking for entry point below 0.28 , was spotted on a scanner Sep-25, due to a volume increase in reaction of 10% to PR on PH2 data updates. **Shares Float** : 33M **Short Float** : 4.3% **Short Interest** : 1.5M **RV** : Reaction of 4.5 increase (big) **Volume** : AtM irrelevant 6M jump from 1M average. Attractive retail entry point of below 0.28 (best case scenario), plenty of time to catch a nice dip before Oct 17 anticipation. Not particulary interested in data results from ph2, banking to cash out in anticipation run up, leading to announcement at berlin conference. Unless some more positive developments. ___ **THE GOOD** relevant to the play : **Mar - 26** : 17% spike : Updated preliminary data from Part B of the DeFianCe Phase 2 https://finance.yahoo.com/news/penny-stock-leap-therapeutics-unveils-172911695.html **Apr - 15** : 10% spike : KOL event to discuss positive data from Part B of the Phase 2 DeFianCe study : https://www.prnewswire.com/news-releases/leap-therapeutics-to-host-virtual-kol-event-to-discuss-sirexatamab-dkn-01-in-second-line-patients-with-advanced-microsatellite-stable-colorectal-cancer-302428398.html **May - 13** : 7% spike : Q1 financials and Updates to studies : https://finviz.com/news/55503/leap-therapeutics-reports-first-quarter-2025-financial-results **Sep - 11** : 180 day compliance letter approved and Company has been granted an additional 180 calendar day period, or until March 9, 2026 : https://www.sec.gov/ix?doc=/Archives/edgar/data/0001509745/000141057825002072/tm2525891d1_8k.htm ___ **THE BAD** : **Jun - 23** : 75% workforce layout as study completes (Signals financial burdens) **-18%** : https://finviz.com/news/85587/leap-therapeutics-reports-updated-clinical-data-from-sirexatamab-colorectal-cancer-study-and-announces-exploration-of-strategic-alternatives **Aug - 14** : Q2 2025 Financial Report **-30%** decrease in losses overall, but confirmation of lay offs and exploring potential sale or partnership opportunities for sirexatamab and FL-501 : https://finviz.com/news/140405/leap-therapeutics-reports-second-quarter-2025-financial-results ___ **Main Catalyst** : Final Clinical Data from Part B of the DeFianCe Study at the ESMO Congress 2025 Oct 17-21 Berlin, Germany : https://finviz.com/news/175464/leap-therapeutics-to-present-final-clinical-data-from-part-b-of-the-defiance-study-at-the-esmo-congress-2025 IMHO this is not a sure safe play (ive spend some hours into this DD, so i want my very least 20% - 30% payout), but very attractive, speculative retail price, this is not $MIST. Id like to see a dilutive filling prior entering this kind of plays because lightning rarely strikes twice. This company will definitely use big, positive movement for dilution for future prospects and almost guaranteed eventual RS vote after the fact in the long run. The timing is essential, big dip accumulations, and selling the news and/or anticipation. Add this to your watchlist and look for a bottom. NFA always do your own DD. feel free to add to research. I will update this tread with any developments.

IamFreeDog

Honestly I feel the opposite. Economy locally in FL is shit right now but getting better slowly.

Glass_Bar193

I interviewed once for EA in FL as a game tester. Minimum wage gig. I was the only candidate to wear a tie. I didn’t make it past first round of interviews.

warm_fork

New iphone is sold out almost everywhere in FL 😤

jra1993

FL?

Verryfastdoggo

Every politician gets rich in office. And yes it’s from insider trading and corruption. It’s republicans, it’s democrats. It’s a massive problem. And chances are whoever you vote for will get rich in office. This is the problem folks. Source: Forbes, Open secret. Barack Obama: (9.4X) net worth was approximately $1.3 million when he entered the presidency in 2009.  By the time he left office in January 2017, it had grown to an estimated $12.2 million, according to Fortune. George W. Bush (2X): As the 43rd President from 2001 to 2009, his net worth reportedly rose from approximately $20 million to $40 million during his time in office, largely from investments and other income sources. Nancy Pelosi (5.6X): As a long-serving member of Congress and former House Speaker, her net worth reportedly rose by approximately $140 million since 2008, largely from investments in tech stocks and real estate held by her husband. Recent estimates place her current net worth at over $250 million. Ted Cruz (R-TX): As a Senator since 2013, he saw an 82.5% net worth increase in his first year (2011-2012 disclosures), and more recently earned over $100,000 from book royalties in 2023 alone. Dick Cheney (R-WY): As Vice President from 2001 to 2009, his net worth reportedly rose from approximately $20-50 million before taking office to between $20 million and $100 million by 2008, largely from investments, stock options, and deferred compensation from his prior role at Halliburton Ted Cruz (1.8x): As a Senator since 2013, he saw an 82.5% net worth increase in his first year (2011-2012 disclosures), and more recently earned over $100,000 from book royalties in 2023 alone. Adam Kinzinger (R-IL): In the House from 2011 to 2023, he experienced a 633.9% net worth increase from 2009 to 2012 Marc Veasey (10.9X): As a freshman in the 113th Congress (2013-2015), his net worth increased by 994% over his first term, though specific reasons aren’t detailed in disclosures. Now let’s compare Trump. Donald Trump 0.66x (R-FL): As the 45th President from 2017 to 2021, his net worth reportedly fell from approximately $3.5 billion to $2.3 billion during his first term, largely due to the impact of the COVID-19 pandemic on his real estate and hospitality businesses. Recent estimates place his current net worth at around $7.3 billion And here’s the winner. Mostly because she was broke when she got into office. But mathematically here’s the goat. Ilhan Omar (36X): As a U.S. Representative since 2019, her net worth, combined with her husband Tim Mynett, reportedly grew from approximately -$45,000 in 2019 to between $6 million and $30 million by 2024, a potential increase of up to 3,500%. This growth is largely attributed to her husband’s consulting firms, which earned significant fees from political campaigns, including hers.

FuckElonMuskkk

You know how bitches get lady boners for convicted killers and shit? Think I just got the [male equivalent](https://lh6.googleusercontent.com/proxy/EyZnf_CI7IQSTjawX4un9aFmK9b-bMbnHDvYPpyFjHx-fSfl6YMZtEY5zyQK0E256zv-918hkDJpKtjrqNOfp7EhVbTUzWSLd6Uy8EhOQXuFaAfXIUS9IFzxttY_iiuSbdmZ_mkEYn9EvpqAhAmarWtBKn_qeuVGxj7G10FL9piy5lvJ_EADB7aqEZ7h4lwVHbqnjSXz0-RCfIYv670qaVjKWQ) Killed her husband's parents. I can fix her bro.

viperquick82

I'm going to disagree on customer base as in South FL, you can clearly see the younger base growing and growing more constantly. I see a lot of younger guys on Harleys (or similar, Triumph etc) vs sport bikes, something would've never said years ago and was basically non existant as 20 and 30 somethings bought sport bikes 97% of time over anything else. Not now. So the old school "Harley" base as most call it is getting older but younger base is buying in to grow. Regardless I would never own a bike down here, pure suicide wish, think I know 6 or 7 people in recent years killed. Way too dangerous. I almost bought a Triumph Speed Tripple and couldn't do it, next day was heading to a place and at that intersection came across scene where another biker was killed. Nope, no bikes for me here.

brucekeller

When I lived in FL for 5 years, I was not hit by one single hurricane (actually one was coming in hours after I moved away lol). I'll move back if they pay me $20m cash.

notANexpert1308

It’s weird though right? Didn’t Disney stand in support of LGBTQ? They still fighting with the state of FL?

literanch

I had a nice hit on Miami -7.5 v FL yesterday. Only my second sports bet of the year.

literanch

Sure, but adding this leg to a parlay is basically forfeiting the bet. FL looks awful and their QB sucks despite them trying to cheerlead him as the next big thing.

Moist-Ninja-6338

Tourism is actually up in FL this year

darkfires

You know that companies who give him gold statues of their logos or be hotels and resorts in Jersey, Chicago, DC, and FL, or invest in his crypto will be allowed exceptions, right?

Infinite-Penalty6152

would not touch anything related to higher education in FL

RedTango68

Mormons (The Church of Jesus Christ of Ladder-day Saints) I believe are the largest US agricultural land owner. They have significant plots everywhere but I've seen huge places in ID,AZ and FL

PriorCaseLaw

How does reddit get around the laws in FL and Texas that sites like pornhub have to authenticate ages of users? That is one big concern for me as a shareholder.

femboyharmonie

Yeah. And apparently they've expanded to 170 sq. miles. They're also saying they've gotten clearance in a few others states (FL, AZ and one or two more I'm forgetting).

Sushi_in_my_booty

Lake Mary FL

justaddcatalyst

Could deport all the men to FL

dljmonkeyboiz

lol ice sells pretty well in FL