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US Cannabis finally available on RH
Glass House Brands Closes Morro Bay Natural Healing Center Dispensary Acquisition 09/15/2022 $GLASF
$GLASF Glass House brands Inc. Completes Acquisition....
Glass House Brands Completes First Harvest Ahead of Schedule ($GLASF)
Anybody know when PLPRF shareholders are going to receive GLASF shares following the acquisition?
Calderwood, Aaron Edelheit, Graham Farrar & Kyle Kazan talk $GLASF
Calderwood, Aaron Edelheit, Graham Farrah & Kyle Kazan talk $GLASF
Mentions
Thoughts on $GLASF? They are joining NYSE on the 30th with the catalyst of Cannabis going from schedule 1 to schedule 3. Was thinking of going long on this through the end of 26.
Over 60% actually. TRLV is roughly 29% and GLASF is roughly 9% CURLF isn't uplisting until at least another 2 months have passed, and they need S3 for Adult Use so they don't have to deconsolidate their medical business.
GLASF going for uplisting https://www.globenewswire.com/news-release/2026/06/17/3313341/0/en/Glass-House-Brands-Announces-its-Deconsolidation-of-its-Dual-Use-Business-and-its-Application-for-Uplisting-of-Shares-to-NYSE.html
Closing out of my GLASF today, incredible last few weeks
Because they have real financials and good management who is financially and operationally literate/savvy. The cannabis space is a disaster but GLASF is actually a well run company in a space that stands to benefit tremendously if cannabis is federally legalized.
Probably $GLASF if I'm being honest since their operation is fully considered medical I believe
Honestly, when you anchor the comparison around fundamental powerhouses like Green Thumb (GTBIF) and Trulieve (TCNNF), the valuation premium on GLASF looks completely disconnected from reality. GTBIF and TCNNF represent the absolute gold standard of real, multi-state operational cash flow, yet the market prices them like boring value stocks while treating GLASF like a tech darling. On a Price-to-Sales (P/S) basis, GTBIF and TCNNF trade with strict institutional discipline at around **1.5x and 1.8x** revenue, while GLASF demands an eye-watering **3.0x to 4.7x** multiple—meaning you are paying double or triple for every dollar of revenue. The gap gets even stupider when you look at EV/EBITDA, where GTBIF sits at a crazy conservative **3.7x** and Trulieve is compactly priced around **5.4x**, while Glass House sits in the clouds at **18x to 19x**. It culminates in Price-to-Book (P/B), where GTBIF is literally trading below its book equity at **0.88x**, while GLASF stretches past **10x**. Investors are clearly discounting the retail-heavy, state-by-state models of GTBIF and TCNNF **to pay a massive premium on GLASF’s California greenhouse scaling, gambling that interstate commerce will unlock before its priced-for-perfection multiple snaps back to earth.** Also when you look at price action from past 6 months you see a clear disconnect from sector and imo is artificially propped up from lack of interest or lack of heavy short selling + other things, Glasf is up 82% while Gtbif is up 27% & Tcnnf is up 56%////// On march 30th you saw Gtbif & Tcnnf hit negative returns on the past 6 months from today, while Glasf was still up 23% on the 6 month chart. **There is no reason for a single state operator in the most saturated state in the USA to command such a premium over the best in breed operators of the whole sector.** On top of that, **GLASF First-quarter gross margins fell sharply to 25% from 45% a year ago, missing internal targets. Consequently, the company lowered its 2026 adjusted EBITDA guidance to the high $30 million range, down from previous estimates in the high $40 millions**, due to higher production costs and labor inefficiencies. The company issued a notice to redeem over 30 million outstanding warrants on May 28, 2026. Dilution for existing holders. I am bullish the whole sector but in no way will pay a premium for Glass house...... I am bullish tiers 1s & some smaller operators like MRMD, VEXTF, CXXIF, JUSHF, VREOF, TSNDF, AAHW
Glass House GLASF and GTII. Gtii IMO best balance sheet, business strength and branding. glass house because it’s the largest lowest cost producer in California, - some great diligence on GLASF by WAWD guys Vincent Daniel and Porter Collins
Uhhh... $MSOS is surely about to start running. Check out the list of upcoming earnings reports where the underlying companies of $MSOS should be flush with extra cash due to their varying degrees of last week's 280E end and possible upcoming refunds. Guidance for these companies will likely be insane. None of the Canadian companies benefit from it. My prediction is that it's likely the last chance to get $MSOS shares in the $4.00's this week! $VRNO (6% of $MSOS): April 30th, 2026 $CURLF (28% of $MSOS): May 5th, 2026 $GTBIF (19% of $MSOS): May 6th, 2026 $TCNNF (25% of $MSOS): May 7th, 2026 $CRLBF (6% of $MSOS): May 8th, 2026 $GLASF (7% of $MSOS): May 12th, 2026 $TSNDF (4% of $MSOS): May 14th, 2026
Uhhh... MSOS is surely about to start running. Check out the list of upcoming earnings reports where the underlying companies of MSOS should be flush with extra cash due to their varying degrees of last week's 280E end and possible upcoming refunds. Guidance for these companies will likely be insane. None of the Canadian companies benefit from it. My prediction is that it's likely the last chance to get MSOS shares in the $4.00's this week! VRNO (6% of MSOS): April 30th, 2026 CURLF (28% of MSOS): May 5th, 2026 GTBIF (19% of MSOS): May 6th, 2026 TCNNF (25% of MSOS): May 7th, 2026 CRLBF (6% of MSOS): May 8th, 2026 GLASF (7% of MSOS): May 12th, 2026 TSNDF (4% of MSOS): May 14th, 2026
Wow no mentioning of TCNNF or GTI or GLASF. This guy really knows nothing 😂
Doug is still pumping. "We have been aggressively buying $MSOS $GLASF $TCNNF $GTBIF and $TSNDF" "We expect rescheduling to be announced imminently. Cannabis investors have been taken to the woodshed and beat up over the last five years and even recently (despite the initial statement by @potus that he is recommending rescheduling)." I think his "confusion" at why anyone would sell on EO day is laughable considering he was first in line to sell, and was dunking on Twitter longs. For anyone new, Doug is a whale who periodically pumps and dumps this sector.
GLASF is setting up to break higher at anytime. It’s charted a flat base last couple months after hitting a 52-week high of 10.10 in December, with the all-time high charted two years ago at 10.50. The trading range during the flat base has dramatically tightened up, like never before, with volatility disappearing nearly entirely. The flat base is a bullish continuation pattern signaling high probability that the previous upward trend will resume. The stock has been working through a deep, much larger two year base. The recent test of the all-time high and now tightly consolidation in the flat base suggests this things rip to rip to new highs. The bigger the base, the more powerful the break out. https://preview.redd.it/las9lbrzzrig1.jpeg?width=397&format=pjpg&auto=webp&s=0d3f4a8eb66b653431ec81c904d7275e77c5dd89
cool here you go * **Glass House Brands (GLASF)**: Trades at a massive **9.9x** tangible book value. While expensive, it reflects high growth expectations for its massive greenhouse expansion in California. * **Green Thumb Industries (GTBIF)**: Holds a stable **2.10x** PTBV. It is the only "Big Five" MSO with a consistently positive tangible equity base. * **MariMed Inc. (MRMD)**: Trades at **1.29x**, supported by its transition to positive operating cash flow and lower reliance on intangible "goodwill".
Yeah, it seems like selective swap hedging or custodial mechanics may explain it. GLASF has not been touched at all. I’ll continue to keep watching. They also just announced Alison Payne, Heineken USA Chief Marketing Officer, joining the board, though that’s probably unrelated to the months-long short neglect.
I really don't get the pin at $9 on GLASF. Makes no sense to me
Shorts continue to neglect GLASF (up almost 1%) for some reason; I’ll be continuing to watch. Currently up on the day on very light volume (28,000 shares), with GLASF being 7% of MSOS. It seems that counterparty hedging isn’t as black and white as some project in here. Retail needs to do some DD for educational purposes into the swap structure, counterparty risk/hedging, and custodianship. There have been past deals that could affect familiarity between parties (not in a conspiracy or wrongdoing way). Ignored nonetheless for months now on low volume despite its “weight” in MSOS. Swap providers hedge portfolio exposure, not every stock proportionally.
\>how dependent they were on cheap labor in the first place I don't think that's the biggest problem with GLASF. All agricultural commodity production is based on either cheap labor or high automation. I believe all Cannabis cultivation will eventually be outsourced to third party commodity producers in optimal climates, while the MSOs/LPs focus on branding and marketing. The big problem with GLASF is they think unrestricted interstate commerce is imminent. I would be very surprised if we get it in less than 10 years.
GLASF *literally explained* the \~40% YoY revenue drop in their Q3 results by saying they *revamped hiring and staffing practices* after labor issues in mid‑2025, which led to temporary worker shortages and a planned reduction in planting and production. Their CEO said that scaling back production because of those workforce changes is why revenue plunged from \~$64M last year to \~$38M this quarter. Blaming that big collapse on ’staffing changes’ only highlights how dependent they were on cheap labor in the first place — and now they’re *publishing guidance* around it. That doesn’t look like responsible operational strength, it looks like a structural weakness being papered over. LOL maybe take the cheap illegal immigrant workforce tit out your mouth and this wouldnt be a problem
Honestly, you don’t need to speculate on Schedule 3 or other sector-wide narratives to be bearish. The one company trading at a huge premium......GLASF.........is enough......... negative EBITDA, 40% YoY revenue collapse and still priced like a leader, plus people act like downplaying the single most positive development this sector has seen in 50+ years is a winning strategy......good luck with that logic. edit: and for Swordfish who is too much of a coward to have discussions without comment blocking only to unblock me comment on the thread and re block so I cant reply formally. lol what a loser.
idk how GLASF gets overlooked by every short seller they are the prime target of the group atm just based off of industry comps. someone tell me what im missing.
how about you bears focus on something actually bearish like CA market collapse and GLASF terrible quarterly report showing negative ebitda and 40% yoy collapse of revs.......now thats a bearish story currently trading at a HEFTY premium to any and all cannabis stocks
PSA: [GLASF, Glass House Brands is also available on HOOD. ](https://robinhood.com/us/en/stocks/GLASF/) ^((for those who may not be aware))
Hope you sold your MSOS before they rug pulled! Seemed pretty obvious to me. Also just FYI Robinhood does do OTC, they just have weird rules about which ones they pick to let trade. I think it might just be foreign otc stocks, like GLASF you can buy on Hood no problem
|Company|2025 Revenue (est.)|Low Estimate|Mid Estimate|High Estimate|Source (financials only)| |:-|:-|:-|:-|:-|:-| |**Glass House Brands (GLASF)**|**$175–185M**|**$20–25M / yr**|**$35–45M / yr**|**$60–70M / yr**|Glass House Brands Q1–Q3 2025 interim financials (official filings & company releases)|
It's largely due to MSOS bias. The ETF has way too much power over how flows into the sector are divvied up. To give you an idea, YTD through Sept 30th, MSOS bought the following ($ cost is rough estimate based on avg price, but share count is real): 27,763,839 shares of $CURLF: ~$58,000,000 USD 6,664,172 shares of $TCNNF: ~$36,000,000 USD 20,667,716 shares of $TSNDF: ~$16,000,000 USD 2,308,623 shares of $GLASF: ~$14,000,000 USD 15,286,863 shares of $CRLBF: ~$15,000,000 USD 13,150,626 shares of $VRNOF: ~$13,000,000 USD And finally, 1,160,328 shares of $GTBIF: ~$5,800,000 USD Dan, $MSOS ETF manager, despises Ben Kovler and GTI, and prefers to buy just about any other weed stock other than GTI for that reason. Fundamentals be damned
Literally couldn’t agree more on the topic of GTI. Another thing I find super interesting, is that compared to its peers GTI is trading at discount to relative to its peers. With the only exception being Verano, GTI is the most undervalued MSO. Verano is undervalued for good reason, there finances are a mess and if reform doesn’t happen soon they are in trouble. I personally would have thought GTI should be trading at the highest premium, for best performance and balance sheet by a long run and a safe place to park your capital. Apparently the market favors crippling debt and expansion over actual profits. But then we have GLASF that is the most overvalued MSO because they have a good balance sheet. Make it make sense lol It’s fine the market will catch up one day. I have never been more confident about this sector than I am now.
Robinhood listing is great but it doesn't solve the root issues of custody, volume and liquidity. GLASF is still traded OTC and is on the CBOE Canadian exchange instead of a major US uplisted exchange such as the NASDAQ or NYSE. Being available on another big brokerage like Robinhood is great, but it's not any different than buying GLASF on fidelity or schwab OTC which US customers were already able to do. We need these stocks to be traded on the NYSE or NASDAQ to see TLRY-level volumes and trading activity
GLASF being on Robinhood is HUGE news...Hopefully, the other MSO's follow soon. Can someone confirm if there is any additional fee being charged? Would be cool if Robinhood lets you trade these for free, and causes Schwab to drop their silly $6.95 OTC charge, similar to them causing the other brokerages to drop trading fees when they came on the scene.
If GLASF is listed on RH, then RH is now listing OTC tickers. Unless there's another ticker for glass house on other exchanges that is new?! Never made sense to me why OTC stocks were not available on RH, but you were able to open the most unhinged options strategies and lose all your money instantly.
https://x.com/Seawolfcap/status/1977824459894710713?t=XIprZclDIBlq9Ya7T1K_aA&s=19 It seems that you can buy GLASF via Robinhood now, can anyone using that shit confirm this?
Buying more cannabis stocks pending retrace back to $50...and higher if rescheduling, SAFE banking, uplistings actually happen MSOS, GTBIF, GLASF, GRUSF, TLRY https://preview.redd.it/sssrokg9n6sf1.png?width=1053&format=png&auto=webp&s=518bd0a5089e1d3e2c259ddd5ba08e4f5574bc86
GLASF glass house brands incorporated is my pick
Fundamentals? Every single weed stock in existence, with maybe the exception of GLASF, is a call option on federal rescheduling happening.
Smart person here, you named my top 3 mso holdings. I also carry a small position in GLASF and CBSTF, I just created my own index
Please don't lump GLASF and GTBIF with the other shit shows.
Update from GLASF https://www.globenewswire.com/news-release/2025/08/04/3126473/0/en/Glass-House-Brands-Provides-Updates-to-Recent-Events.html
It's fascinating to me how it appears that MSOs are going up or down largely based on GLASF's price movements despite it only being around 8% of the ETF lol
They probably sold GTBIF to buy GLASF hahaha
Down goes GLASF! Down goes GLASF!! Down goes GLASF!!!!
You say it as a joke, but that may be a legitimate ploy GLASF uses to lessen any legal issues that may arise from this. The DoJ isn't coming for cultivation businesses, but they'll sure as shit add on cultivation and trafficking of a schedule 1 substance on top of whatever they get charged with.
None of this actually matters because the damage is already done for GLASF. This is all over traditional media and social media and people have already dug in on their opinions of the situation.
Looking forward to a boring inside day today on MSOS. Its too bad GlassHouse GLASF has begun being such a big part of the MSOS etf and driving the price action. Its the 4th largest holding of the fund at 8%. Anyways if we surprise and break above yesterday’s high at $3.23 usd MSOS I will pre-order the MAGA hat for you u/Kaiser
Looks like Glass House has some real trouble. Warrant included farm owner (doubt this refers to GLASF C-suite, probably subcontracted), farm had child employees at time of raid.
I think I might've figured out the Max Miller confusion. If you look at his trades, he has previously purchased stock through the Ohio based investment platform [GLASFunds LP.](https://glasfunds.com/) Glass House's stock ticker is **GLASF**.
First publicly disclosed trade of a US cannabis stock listed on the CSE by a US member of congress? > Somebody keep an eye on this politician 👀 > Rep. Max Miller bought $GLASF (Glass House Brands) on 6/12 > This is strange for 3 reasons: > 1. Glass House has a small market cap of around $500M > 2. It's the only stock he's bought since 2023 > 3. He's the first politician to ever buy it > > The stock is +41% since his most recent buy https://x.com/tradewithpelosi/status/1942194663483731974
Strong bid in GLASF after earnings released yesterday. MSOS wicked down on the open and got back up. Train is literally loading up right now before it leaves the station at $2.75.
Okay so real question, who made money today?! We are starting to get some serious price action (finally), lets see some gosh darn gain porn yall. I sold all the $2.50 weekly calls I had at end of today - was buying with a gamble Friday and loaded more at end of day yesterday - not a recommended strategy. I saw Canadians showing strength and believe that MSOs are most always laggards to the Canadians when it comes to movements based on financials/earnings. I pretty instantly had sellers remorse because MSOS looks ready to move. Glass House GLASF closed strong and reported strong earnings after market close today. I'll be keeping an eye on the GLASF bids tomorrow open, and of course GTBIF and TCNNF since they drive MSOS.
Well, I live in a different universe than a lot of people here I think. I don’t claim to know more than the next guy but for me, the correct answers are only LOVFF and GLASF and my experience with this sector has been very, very positive so far anyway. Maybe you have different answers I wouldn’t tell you you’re wrong but 🤷♂️ I’m buying every week
Weed stocks are deep value now. I'm personally for prohibition, including alcohol and tobacco (also hold PMI) but there are some great cash cows, companies value at 2x cash while being profitable and even some literal net nets. Even companies with no US exposure (or only the options to use it) are beaten down (giving those options huge negative value!) But somehow jokers talk about things like Tilray... How many people here choose stocks based on brand loyalty, how many are actually going through financial reports? I've been buying TOKE, GLASF, CRON and a little SNDL. They don't need legalization to prosper.
Dank Informer: DAILY CHANGES: $GTBIF +262,399 $CURLF +1,272,460 $VRNOF +776,483 $TSNDF +522,567 $GLASF +91,014 $JUSHF +268,064 $AYRWF +271,748 $PLNH +218,423 $CBSTF +874,704 Dan bought hard, but still down..
Dank Informer: DAILY CHANGES: [$GTBIF](https://x.com/search?q=%24GTBIF&src=cashtag_click) (44,433) [$CURLF](https://x.com/search?q=%24CURLF&src=cashtag_click) \+100,000 [$GLASF](https://x.com/search?q=%24GLASF&src=cashtag_click) \+25,000 Now I see what was keeping GTBIF at $7
I have a friend who's big on GLASF, anybody great much on that?
$SIRI satellite infrastructure play $GLASF OTC marijuana play (well run, produces more cannabis than any other California grower at only $150 a pound production costs), I think both sides will pass legislation to legalize it regardless of how November shakes out. $GME I KNOW YOU DONT WANT TO HEAR THIS AND YOU SHITHEELS ONLY LOOK AT CHARTS SO GO LOOK AT THE DAILY AND WEEKLY + RSI $AGI recent mine acquisition of a neighboring mine, expecting high grade ore production to soar based on nearby geological surveys Fuck you all, see you on the moon.
Stocks closer to their 52 week high than low (above mid-range) OK looking at our Schwab account I have a watchlist full of cannabis stocks that I follow so it's easy to see which are performing better in their 52 week range. These are the stocks that are above the mid-range between 52 week-lows-highs in share price - all others I follow are below mid-range. I've arranged them in order with IIPR being the closest to their 52-week high. You've experienced less pain this last year and maybe even made some good money if you have had these in your portfolio. Currently Vireo Growth & Trulieve are in our portfolio. Innovative Industrial Properties, Inc. (IIPR) - very close to their 52 week high Glass House Brands Inc. (GLASF) Vireo Growth (VREOF) Grown Rogue (GRUSF) High Tide Inc. (HITI) Trulieve (TCNNF) - barely above mid-range Auxly Cannabis Group (CBWTF) - exactly at mid-range at time of this post Am I missing any stocks above there 52 week mid-range price?
Was Glass House all about the letter to the White House and potential WH ? Or? GLASF was +10% today, i[t's a good letter](https://finance.yahoo.com/news/glass-house-brands-issues-open-113000225.html).
I think the ETFs are fools’ gold, but certain companies are going to come out on top eventually - probably a major alcohol/cigarette/pharmaceutical company and the companies they buy. This federal move isn’t recreational. It might open up the market if drug testing is loosened. But my bet would be major pharma wins round 1 along with companies like GLASF
ACB, CRON, TLRY, GRWG, BCAN, HITI on NASDAQ. On OTC...There are many but GLASF is my secret bomb. I am up 145%.
Not sure about that… when I researched it, apparently there isn’t a ton of overlap in how each are farmed. That said, $MO (Altria aka Phillip-Morris) is a good stock pick. My $GLASF shares have been doing great for the weed sector. I think $MSOS might just be a pyramid scheme.
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
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
5/14/24 MSOS update: $8.181MM INFLOW (+850,000 shares) Close: $9.65 (+$0.19/+2.01%) NAV: $9.62 (+$0.29/+3.14%) Premium (volume-weighted daily avg): +0.65% ([Chart](https://i.ibb.co/yYXNpcn/196fb70b72f5.png)) Cash: -$2,474,200 (increase of $130,547) Ticker Change (est. cost from close - % of adds) CURLF +531,685 ($3,120,991 - 39.7%) VRNOF +429,386 ($2,404,562 - 30.6%) GTBIF +105,000 ($1,354,500 - 17.2%) TSNDF +312,801 ($556,786 - 7.1%) GLASF +19,192 ($184,051 - 2.3%) AYRWF +54,352 ($138,598 - 1.8%) CBSTF +190,398 ($53,311 - 0.7%) PLNHF +69,959 ($41,975 - 0.5%) TOTAL +1,712,773 ($7,854,774) 5/14/24 MSOX update: No Flows MSOX Close: $5.17 (+$0.20/+4.02%) MSOX NAV: $5.21 (+$0.20/+3.90%)
5/13/24 MSOS update: $5.133MM INFLOW (+550,000 shares) Close: $9.46 (+$0.13/+1.39%) NAV: $9.33 (+$0.06/+0.62%) Premium (volume-weighted daily avg): +0.54% ([Chart](https://i.ibb.co/bKYNpbM/eaa822d4b1d9.png)) Cash: -$2,604,747 (decrease of $149,378) Ticker Change (est. cost from close - % of adds) CURLF +469,526 ($2,629,346 - 53.9%) VRNOF +263,377 ($1,295,815 - 26.5%) TSNDF +218,137 ($373,014 - 7.6%) GLASF +38,206 ($354,934 - 7.3%) AYRWF +54,352 ($131,532 - 2.7%) CBSTF +190,398 ($55,215 - 1.1%) PLNHF +69,959 ($41,975 - 0.9%) TOTAL +1,303,955 ($4,881,831) 5/13/24 MSOX update: No Flows MSOX Close: $4.97 (+$0.10/+2.05%) MSOX NAV: $5.01 (+$0.13/+2.68%)
5/10/24 MSOS update: No Flows Close: $9.33 (-$0.02/-0.21%) NAV: $9.27 (+$0.08/+0.85%) Premium (volume-weighted daily avg): +0.41% ([Chart](https://i.ibb.co/xz7j0gh/a82bedf9fa8f.png)) Cash: -$2,455,369 (decrease of $65,187) Ticker Change (est. cost from close - % of adds) CURLF +56,294 ($309,617 - 71.9%) GLASF +10,496 ($99,712 - 23.2%) GDNSF +16,076 ($8,681 - 2.0%) FFNTF +88,220 ($7,940 - 1.8%) CBSTF +15,878 ($4,763 - 1.1%) AYRWF -18,815 ($-43,463 - 0.0%) PLNHF -81,993 ($-50,836 - 0.0%) VRNOF -13,803 ($-68,877 - 0.0%) TSNDF -72,353 ($-120,830 - 0.0%) TOTAL +0 ($146,708) 5/10/24 MSOX update: No Flows MSOX Close: $4.87 (-$0.05/-1.02%) MSOX NAV: $4.88 (-$0.02/-0.46%)
$GLASF, someone mentioned here before, and it seems like a solid business. Thanks whoever got me 100% return.
Should I dump my GLASF for 100% profit or go full regard?
I gotta say I chose GLASF over VFF and havent looked back. They seem impervious to these drops
watch BYND and JANX. DVA and GE have been on a run sine Oct 2023. If you want a pot stock GLASF has been on a run since early last year.
I agree it's a stock with a hearty amount of pump. One holdup with a large producer is when the wholesales prices drop like they did last year to all time lows (like under $400 / pound of weed, crazy). I am surprised by GLASF price action, perhaps it's just the pumping working? I like Glasshouse product, great quality and good price point from a customer perspective. I don't like the fundamentals or strategy too much, but I can't argue with price action - i'd say it's one of the leaders in that category.
[Latest on GlassHouse](https://www.newswire.ca/news-releases/glass-house-brands-commences-cultivation-in-greenhouse-5-at-the-socal-farm-877117627.html) I'll take GLASF. You can have columbia care or cannabist or whatever they are this week. There's a reason they are a takeover target. They have some nice licenses they do nothing with. They're garbage. I don't make my investments based off of Twitter personalities.
Sounds like a trend. Below is what they bought with the inflow today: $CRLBF 62,200 🧪 $TRSSF 100,000 🌪️ $JUSHF 50,000 🔥 $GLASF 50,000 🏡 $MRMD 23,000 🧜♀️
Isn't the root issue with the CA licensed distributors- the "discount distros" ? Or is it that everybody knows what's going on and are looking the other way because it's good business. Is $GLASF being singled out here because of their volume. After reading it just seems like those/that distributor/clearinghouse is knowingly selling to illicit customers. Almost as if they are all complicit in a humongous everybody look the other way set up. Not jumping to the defense of anybody here but why are the distribution/clearinghouse centers permitted to operate? Advance thanks for any insight.
If true, why am I not surprised like I'm sure many of you out there. That's one of the reasons why I try to avoid single company risk in this sector (stick with the index). You just never know what shady stuff can be found in each company. But sucks, some Twitter folks were pumping GLASF a lot
No one is talking about last night's mic drop on $GLASF #GlassHouse? It's been rumored to be the biggest source of illegal cannabis in NYC and now it seems there are receipts. https://www.greenmarketreport.com/glass-house-brands-one-of-the-largest-illicit-cannabis-dealers-in-california-lawsuit-claims/
Jungle Java: >"Well no inflows today but Dan did make a few buys for the @AdvisorShares $MSOS ETF. Here are the changes that he made to the holdings for May 10, 2023... https://twitter.com/junglejava1 >position $1.3M vs $2.11M >Sweet dreams #MSOGang! >$TCNNF 100,000 >$GLASF 50,000 >$MRMD 100,000 ..."
No, just no… the Canada market is smaller than only California’s. If you want to invest in cannabis I suggest GLASF or GRUSF don’t fall for the Tier 1s
true, covenants matter, see glass house brands $GLASF story lol
GLASF has some real PR magic that brings in articles. I don’t believe in the business much band am surprised to find so much pumping on that name. Producer in Cali with greenhouses that are too large to manage proper production imo. Greenhouses cost money to operate as well, so if the wholesale cannabis prices really jump, maybe their business model will become more attractive. Seems like good old boys sharing and buying mostly. Scary
Aaron was a big supporter of AYRWF and GLASF. He gave John Sandelman a platform to lie and deceive his shareholders (retail). Though he has a pleasant disposition, understand that he's complicit in the actions of these companies. Their goal being, take retail shareholder money and give it to insiders and management. I'm sure Aaron gets his cut along the way.
Moral of the story is. Always do your DD. GLASF looked attractive to me, and I'm sure they are positioned well to make money, but that dirty cap table speaks for the valuation and price of the common stock. If something looks too good to be true, do some DD and find out if it is actually a good investment. This sector was my first forage into investing and I've made mistakes and learned a lot. Knowing how to read financial statements and look at the cap tables is the most important skill a new investor should learn.
$GLASF looks like a terrible investment for retail. They have Preferred Series B and Series C stock that pays out 20% dividends, basically diverting cashflow to VCs who funded those Series rounds. Common stock ain't worth shit with this preferred stock draining the cash flow through dividends. https://www.newswire.ca/news-releases/glass-house-brands-announces-the-final-closing-of-the-series-b-preferred-stock-offering-fully-subscribed-at-50m-866989068.html >Holders of the Series B Preferred Stock will be entitled to an annual dividend at a rate of 20% for the first two years after the date of initial issuance of Series B Preferred Stock (the "Initial Issuance"), 22.5% for the third year and, thereafter, 25% until the 54-month anniversary of the Initial Issuance. The dividend will accrue and be paid quarterly with an annual amount equal to 10% of the initial investment being payable in cash and the balance of the dividend being paid in kind, accumulating and compounding on a quarterly basis until paid; provided that if the Series B Preferred Stock remains outstanding after the 54-month anniversary of the Initial Issuance, the annual dividend shall thereafter be payable solely in cash at a rate of 20%
I prefer small upcoming craft companies. The ones that are cash positive and will remain cash positive going forward. $GLASF $GRUSF $MRMD. Interview by ex fund manager on why these 3 are good today https://twitter.com/jesseredmond/status/1620449418226061315?t=EQAZvevwLFa_n88Tw35SHA&s=19. I prefer $GRUSF out of the 3.
I never comment here but the above is spot on. After bottoming in September the canna market has bounced a little. I'm up 60% on GLASF already since then. I have been in Canna stock since early 2020. It's been a legislative trade since then. IF Safe it passes, THEN it's time to buy to front run the institutional ownership with uplisting coming in 2023-2025. I hope this is the last cycle for the legislative trade. We are about to find out. One caveat, If it's added to the NDAA, that's good. If Safe gets added to the omnibus spending bill, no bueno. Safe Act must be the NDAA or a standalone bill. It will not get to Potus's desk.otherwise. That means 2024 and another cycle low.
For sure for sure. Going for high quality greenhouse bud at the lowest cost per gram possible. I think realestate (rent) is cheaper in other areas that can produce equal quality bud. Still looking for what differentiates GLASF at the product level or on the corporate/financial side. Just not convinced!
People sure pump the GLASF (not accusing anyone here, mostly twitter), but I haven't seen convincing evidence or the investment thesis to date. They grow weed in Santa Barbra - cannabis at it's lowest wholesale price ever, while santa barbra cost of living is top top in the united states. IDK, someone show me the numbers to like GLASF and I may turn around and pick some up when it hits $2.25 again.
In case you were wondering, these are the tickers of some of the higer profile U.S. companies in the sector, rather than Canadian ones. Biden is the president of the US, not Canada. Duh. VRNOF (Verano) GTBIF (Green Thumb) AYRWF (Ayr Wellness) CRLBF (Cresco Labs) TCNNF (Trulieve) CURLF (Curaleaf) GLASF (Gass House Brands) MSOS (US sector ETF) PSDN (US sector ETF)
Buying more GLASF with new funds. Currently trading below the value of the real estate and breaking out of its downward channel. At this level it should do well irrespective of the broad market. Net/net vultures below, gains above.
Most MSOs will be screwed post legalization because of how much they’ve spent on grows in each state they operate in that won’t be needed once interstate commerce happens. GLASF is iffy rn but in the long run I think has higher upside than any MSO.
GLASF, will be a leader in the legal US cannabis industry.