GTBIF

vibajajo64

What percentage of RYM does GTBIF own? I'm talking about if every warrant, note, and conversion right were ultimately exercised and the 49.99% ownership blocker were removed?

Kutukuprek

RYM is already listed on the NASDAQ, so GTBIF could engineer a medical/recreational split instead of THC/CBD here and access the public markets the quickest of the big 3. The CBD opportunity will be a headache to manage though. But ultimately it looks like public market access for medical could be worth many multiples of the CBD opportunity, so they can handle that later somehow. Or just lump it together with the medical business. In any case I have faith that the GTBIF peeps will think this through.

Bobbe22

Does anybody else consider the use of financial metrics like EBITDA to be little more than reading the corporate tea leaves? Aside from the cannabis REITs, Green thumb is fundamentally the only “investment” grade cannabis stock because it’s the only company in the sector that is profitable, and by some pretty handsome margins. I would also make a case that the near-profitable companies like Curaleaf and Trulieve are compelling investments, but not at these enterprise values relative to GTI. Everything else, with mind numbing amounts of debt and backed taxes, is essentially a speculation. Long: IIPR, GTBIF, MSOS

MudlarkJack

the article says the companies have tax liability for 280E that they have not paid since 2023 .. but isn't GTBIF the exception here? Haven't the continued to pay?

Cool_Ad_5101

To not invest in GTBIF at least some of owns cannabis portfolio is ludricris 

oldschoolczar

Doesn’t even mention GTBIF. Pass.

King_Chron

just GTBIF, TCNNF, CURLF were the newly added ones

King_Chron

youre wrong, CURLF, TCNNF, GTBIF are now tradable

RogueJello

For those curious, it's read only atm, and only Trulieve (TCNNF), Curaleaf (CURLF), and Green Thumb Industries (GTBIF)

nevergiveup55

TCNNF and GTBIF are now able to be traded on Robinhood!

Russticale

I'm expecting a dump off the open, but the news of Robinhood offering OTC access for the GTBIF, TCNNF, big names, has me cautious. Will we see another influx of retail like yesterday?

UsedState7381

It seems that now you can now buy GTBIF, TCNNF and CURLF on the Robinhood app https://x.com/i/status/2060327349611061732 Important to add: This is not uplisting, we are still on OTC, but broader exposure is always welcome. I'm thinking about resurrecting my old RH account just to see if I can place an order on Green Thumb...The problem is actually dealing with RH's overall shitty app.

UsedState7381

The ETF not prioritizing GTBIF was exactly what Ben Kovler wanted.

King_Chron

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

UsedState7381

Anyone here on Robinhood can check to see if GTBIF and TCNNF are appearing there?

AverageNo130

Opened a modest position on GTBIF today. As noted, closed my CURLF position yesterday. GLTA

K_LJr93

It'll be hard for me to not go all in on GTBIF if it says 5.60 next month.

Russticale

Stocks are still gonna stock... I'm not in love with the opening this morning. Cut 90% of my weeklies at a 10% loss, was able to wiggle out and take the small hit. Went a little crazy buying that friday dip; plenty of shares in GTBIF and MRMD at the lows, so cutting my leverage that is going to get theta wiped.

Visual-Try-8081

Isn't GTBIF profitable? Or HITI? I don't buy the “not profitable” argument. GTBIF has a $300 million cash war chest and very little debt. How did they achieve that if they’re not profitable? There are companies in the market that lose money or generate only a small fraction of that revenue, yet still have insane valuations. GTBIF is trading at only a 1.3x valuation. This isn’t about profitability. This is about OTC, MSOS ETF, short selling, options, and manipulation. I’ll patiently wait for Schedule III and uplisting. After that, we’ll see how it works out. For now, I’m just holding the stocks and obviously not buying options.

Russticale

I bought a ton of leverage for next week and in September 26 in the last 5 minutes. Puts all week, hopefully flipping to calls works out. I see MSOS's low reached $4.345 today which was the prior high of 02/04/26. Hopefully that acts as support now. Might have some more bleeding to do, but going for the turn around trade over the weekend here. Today's market was complete 'risk off' imo, but those long weekends give that time to turn around. Cheers and good luck dawgy. Also bought GTBIF and MRMD today, but shoulda waited till EOD obviously.

Visual-Try-8081

|Company|Market cap|Latest annual revenue|TTM-ish revenue|Price / Sales| |:-|:-|:-|:-|:-| |**Navitas Semiconductor (NVTS)**|**\~$5.25B**|FY2025: **$45.9M**|\~$40.5M|**\~130x TTM sales**| |**Green Thumb Industries (GTBIF)**|**\~$1.52B**|FY2025: **$1.175B**|\~$1.196B|**\~1.3x TTM sales**| **Make it make sense**

PlumDumbCumGetchySum

I like all three. But all three have issues. GTBIF has super share structure issues that date all the way back to Pete Kadens. GTBIF has the best balance sheet, while controlling very nice margins. However, the footprint is too narrow and the branding is not the best. Trulieve overspent for Harvest Health Az. footprint, which telegraphed their main problem. Rivers has shown little improvement in diversification on a National Scale. Trulieve is far too dependent on Florida and they have spent a great deal to keep the advantage in the Sunshine State. TCNNF also has the worst ticker symbol and product recognition of the three. CURLF has spent far too much money in some awful markets (Michigan and California cost Curaleaf millions alone). The product lines are highly recognizable and branding gives Jordan a slight edge in marketability. The International set-up, and multi-state imprint IS the main difference here. However, the Russian sentiment and negative perception can hurt the Company’s popularity. In all likelihood, none of the three will end up like Hadley’s Ianthus. Hopefully they never Ass Cheeto some fake walls up, or Triple Diamond overbuild for a market the size of Brooklyn. They can all use a clean-up. The greasy pink slip shit is fading away. Positioning will be key. Transparency and bottom lines will lead the way.

PlumDumbCumGetchySum

I like all three. But all three have issues. GTBIF has super share structure issues that date all the way back to Pete Kadens. GTBIF has the best balance sheet, while controlling very nice margins. However, the footprint is too narrow and the branding is not the best. Trulieve overspent for Harvest Health Az. footprint, which telegraphed their main problem. Rivers has shown little improvement in diversification on a National Scale. Trulieve is far too dependent on Florida and they have spent a great deal to keep the advantage in the Sunshine State. TCNNF also has the worst ticker symbol and product recognition of the three. CURLF has spent far too much money in some awful markets (Michigan and California cost Curaleaf millions alone). The product lines are highly recognizable and branding gives Jordan a slight edge in marketability. The International set-up, and multi-state imprint IS the main difference here. However, the Russian sentiment and negative perception can hurt the Company’s popularity. In all likelihood, none of the three will end up like Hadley’s Ianthus. Hopefully they never Ass Cheeto some fake walls up, or Triple Diamond overbuild for a market the size of Brooklyn. They can all use a clean-up. The greasy pink slip shit is fading away. Positioning will be key. Transparency and bottom lines will lead the way.

Nova-Hyperion

How do you view GTBIF and RYM together? GTBIF adds back the licensing costs to their EBITDA but they only own part of RYM and RYM has its own operating costs. Will you do an earnings analysis on RYM 🙏

Thumbszilla

The remaining two of the top three holdings of MSOS have absolutely killed it with their ER's last night and this morning (GTBIF and TCNNF); MSOS is going to keep flying today 🙌

MudlarkJack

would that mean actual money back for GTBIF?

Gambit2112

i don’t want to ruin those holding GTBIF if i were to jump in 🤣

Visual-Try-8081

If I were you, I would rotate some from Tilray/Canopy to GTBIF.

PlumDumbCumGetchySum

CURLF GTBIF and Trulieve are after hours, but ……. CRESCO is looking interesting. If you play earnings?

Russticale

“Should” being a key word.  This decision about retro and forward 280e implications is going to be huge. Options i see: 1) credit for past 280e payments 2) refund of last payments 3) no refund or credit retroactive  Thats why i like MRMD and GTBIF, they are safe regardless of the turn out.  Companies that stopped paying might still owe… 

Thumbszilla

From Gemini: The outlook for the AdvisorShares Pure US Cannabis ETF (**MSOS**) is currently dominated by a rapid-fire series of regulatory and financial milestones. Here are the key upcoming catalysts scheduled for the remainder of 2026: ## **1. Q1 2026 Earnings Season (May)** The top holdings in MSOS—the major Multi-State Operators (MSOs)—are scheduled to report their first-quarter results in early May. These calls will likely focus on "Day 1" impacts of the recent medical rescheduling and updated guidance on **Section 280E** tax savings. * **Curaleaf (CURLF):** May 5, 2026 * **Trulieve (TCNNF):** May 7, 2026 * **Green Thumb (GTBIF) / Verano (VRNOF):** Expected mid-May 2026 ## **2. Broader Rescheduling Hearings (June – July)** While the Department of Justice (DOJ) finalized the move of **medical cannabis** to Schedule III on April 23, 2026, a second, more significant phase is now in motion: * **June 29, 2026:** An expedited administrative hearing begins to consider reclassifying **all** marijuana (including adult-use/recreational) to Schedule III. * **July 15, 2026:** The mandated deadline for this hearing to conclude. A positive outcome here would theoretically apply federal tax relief to the entire revenue stream of MSOs, not just the medical portion. ## **3. The "Hemp Cliff" (November 12, 2026)** The **Continuing Appropriations and Extensions Act of 2026 (CAEA)** contains a "strict reinterpretation" of hemp that is a major tailwind for MSOs. * **The Impact:** This law narrows the definition of legal hemp, effectively banning many psychoactive hemp-derived products (like Delta-8) that have competed with licensed dispensaries. * **The Catalyst:** This is expected to drive significant market share back to the MSOs held within the MSOS ETF by removing "gray market" competition. ## **4. Uplisting & Institutional Inflows** With the finalization of Schedule III, the "custody hurdle" for major banks and institutional investors is beginning to lower. * **Exchange Uplisting:** Investors are watching for any moves by the TSX or potentially U.S. exchanges (NYSE/NASDAQ) to allow MSOs to uplist. * **SAFER Banking Act:** While rescheduling provides the regulatory framework, the passage of the SAFER Banking Act remains the primary "missing link" for full U.S. exchange access and traditional credit card processing. > **Note on 280E Relief:** Analysts estimate that the full implementation of Schedule III could improve EBITDA margins for major MSOs by **10–20 percentage points** due to the removal of the 280E tax penalty, which currently prevents cannabis businesses from deducting standard operating expenses. > What specific aspect of the MSOS holdings are you tracking most closely right now—is it the regulatory side or the technical price action?

Tiaan

Dang 15% day for my top holding $GTBIF! Hoping for more of these great days to come

livefromheaven

I just put my final allocation to GTBIF 🤞

Tiaan

Right now money is flowing into names based on what % of their sales are medical vs recreational. Trulieve is like 85% medical sales so they're getting a lot of attention now because of medical rescheduling. I understand this mindset shift to now focus on medical names but I suspect that approach will be short-sighted given that I believe all cannabis will be S3 within 6 months One thing that could be problematic for Trulieve is if the new IRS guidance explicitly restricts retroactive 280e backpay for prior year. If that guidance comes out, I suspect we'll see GTBIF rise as a lead bull

Visual-Try-8081

I wonder the same. We might have to wait for GTBIF earnings and guidance for more info.

Phil-OSOPHY

Why is TCNNF up so much more than GTBIFF and recovered after the dip. Is this because TRUL is set up more for medical than GTBIF?

lachrymoseqq

I started investing in cannabis stocks almost a decade ago and finally cashed it all out at the top of the hype last year. I have heard "maybe this time will be different" so many times it has become a cruel joke. Those catalysts have been around the corner for many years. I have learned my lesson. That said, if you're going to invest in cannabis, I will agree that GTBIF is your best bet. And maybe this time really will be different, who knows? Godspeed brother.

Visual-Try-8081

GTBIF. USA Cannabis stocks going up soon. Rescheduling. Banking. Uplisting. Many catalysts around the corner

Thumbszilla

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

Thumbszilla

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

Visual-Try-8081

IMO you should buy now, unless you have the magic ball as some guys here. Check GTBIF and HITI.

MudlarkJack

in my case I'm holding the loss because I don't need to atualize it this year and if it turns out to eventually be profitable even better.. I mean GTBIF is actually profitable, has a P/S near 1 and is paying a large tax burden that will eventually go away ... even in objective terms it would seem stupid for me to sell other than to harvest a tax loss

LandStander420

Actually, GTBIF for example, the margins, cash on hand, debt, & shares issued make this a W.B wet dream. ….except that it’s federally illegal and politicians are going to f u

Benromaniac

There’s a 9% gap between TCNNF and GTBIF right now.

Tiaan

Interesting how Trulieve is the only name holding up somewhat well. Other MSOs also have a significant chunk of medical sales, like GTBIF and VRNO yet they're cratering on this news

MudlarkJack

GTBIF was paying ...

rickny0

There’s marijuana rescheduling new finally today. MSOS, CRLBF, GTBIF, TCNNF, all exploding up today.

16semesters

> and if MSOS/GTBIF/TCNNF/CURLF can stop getting taxed to death OP made up that part about taxes. This doesn't effect taxes whatsoever. It's about making research easier.

wang4wang

OK, the business model is still ugly, but acting like rescheduling is nothing is dumb imo. 280E was absolutely crushing these names, and if MSOS/GTBIF/TCNNF/CURLF can stop getting taxed to death (finally), that’s not some tiny detail lol

oldschoolczar

Even old bagholders like me come out of the woodwork on days like today. Wondering where this is heading now. I’ve been down 65-75% for 5+ years. Would be nice to finally see an uptrend. I’m still confident I can break even. Primarily invested in MSOS and GTBIF. Can’t believe I’ve held this long. Even if I ended up making a bit in the next year or two I’ve learned quite the lesson on this one.

UsedState7381

It was not for nothing that JP Morgan was buying TCNNF and GTBIF yesterday, those fuckers always knows.

Russticale

Damn I missed this move. Was just looking at the 4.50 MSOS calls for this week going for around .10 - .12 this morning. Now sitting at .5 easily. Argh! Bought some shares of GTBIF today and CBWTF so caught some of the move. Trimming, taking profit, ready to buy the dips.

tantedbutthole

I’m still holding MSOS, TLRY, CGC, CURLF, GTBIF, and TCNNF. I’m down like 50% but I’ll hold to the moon

volckerwasright

“There's some buying thru JPM on GTI & TRUL today. Interesting and potentially big custody news considering JPM's restriction on U.S. cannabis on CSE/OTC implemented in '21. I remember it well because they held ~1% of us back then and flogged in all at once.” $MSOS $TCNNF $GTBIF https://x.com/sammyj_19/status/2046642182283493609?s=20

LandStander420

Profitable, low float, well managed. That’s K.R. What else you got Tilray!?!? Good luck with that train wreck of nonsense. TCNNF & GTBIF

heliumbox

Well I decided to stick to my plan instead of my emotions, dumped half my TCNNF at 50% loss. 4/20 hype didn't play out (big surprise). Down to just GTBIF and a much reduced TCNNF. No chatter, no indication of anything changing, just rising debt and compression while macro market booms.

kaliph_t

Congrats man!! Hoping my GTBIF 20x’s and I’ll be right there with ya

heliumbox

Counter to my usual bearishness... I'm getting a feeling in my plums we could break out? These charts are *tighttt*, volume is non existent, and it'll take barely anything to break out. 10 average volume on GTBIF 240k, TCNNF 200k... this is abnormally low even for this sector. A push back to MSOS $5 seems possible with the market ripping as it has been. If we keep ignoring bad news even this sector might join in.

Riverdragon32

This is the main thing. Weed companies are currently not allowed to deduct business expenses on tax filings so their effective tax rates are astronomical. I'm long GTBIF.

Veganlightbody

Named insiders like the CEOs of GTBIF and CURLF were saying it's 100% 2026 but might take a little bit to make it safe against SAM legal bullshit.

Aggravating_Law_1335

GTBIF is cheap vs its balance sheet and fundamentals no wonder it has a strong buy from analysts buying this company on any dip is a no brainer

heliumbox

Man... I feel like I'm looking at a glitch when I review GTBIF performance. Last earnings expected .02, actual .35 a what 1600%+ beat? (they stopped paying taxes like peers now I believe) 4.5 million shares moved that day ~6x average volume? stocked moved a couple percent. A random 8.2 million shares moved on 3/26 (macro market dumping) 12x? average volume... share price barely moved. The next couple days on low low ~400-500k shares moved? huge drop. GTBIF sitting at a cool ~13 P/E and is consistently profitable and almost always beats and we just came within spitting distance of 4 month lows and pathetically close to all time lows. I don't have any actual input... but it is staggering seeing how disrespected it is vs so many other industries with staggeringly worse financials.

rockum

Insane Trump can't keep a coherent message. So glad I took yesterday's bump so lighten my positions. That's my new GTBIF strategy: sell on every bump. Two months ago a financial advisor was asking me why I'm holding so much cash and the answer is simple and obvious: Trump is destroying the economy.

K_t_ice

Green Thumb, $GTBIF and Cresco Labs, $CRLBF. Trump's Schedule 3 executive order derisked US cannabis operators some, but they're still priced at "blood in the street" levels

oldschoolczar

GTBIF Major risk. Easy 5x with rescheduling and possible uplist.

Visual-Try-8081

Do you think GTBIF and HITI are fairly valued? HITI is doing \~$500M in revenue, growing double digits, trading around \~0.5x sales. GTBIF is generating $1B+ in revenue with positive cash flow, and also owns RYTHM, their THC beverage line, a category that in my view, isn’t going anywhere long term, especially with ongoing lobbying pressure building. That’s before any impact from 280E relief, S3, or uplisting. If that’s “fair value”, then the market is pricing in zero margin expansion and no structural change, which seems pretty extreme. But sure, nothing burger 👍

DEASqueezeAllComing

I will buy GTBIF next week!. I remember when I used to buy on the first dip after a big pump. Glad I stopped doing that

wentzco

Nah - will have zero effect. Only 222,442 of GTBIF held as of this morning in TOKE which will cease trading on Friday April 17, 2026 & final liquidation is Friday, April 24, 2026. [https://www.cambriafunds.com/toke-holdings](https://www.cambriafunds.com/toke-holdings) . So figure 8,000 average shares being sold a day by TOKE & GTBIF traded 8,261,607 shares today.

Visual-Try-8081

Just a friendly reminder to buy GTBIF at these prices. One of the few consistently profitable operators in the space, generating over $1.2B in revenue, strong free cash flow, and minimal 280E debt

RealEstateWindsor

It can also take a day that'll flip the script. Log out of the internet for some time and check back in when you hear family members, friends, co-workers w.e talking about weedstocks. That'll be your sign. Why torture yourself in the day to day. Shoulda bought GTBIF or CRLBF but that's my biased opinion, have a good night. 

Kbarbs4421

MSOS and TLRY GTBIF CRLBF Random mix after that

Visual-Try-8081

I am going to wire transfer some more. I know in 2 years' time I will be kicking myself in the nuts for not investing a bit more. My positions are: GTBIF, HITI, some MSOX (3usd average) and a bit of TLRY.

DEASqueezeAllComing

Today marks day 90 since orange mango signed that EO! Curious to know if you took advantage to accumulate at prices we may never see again? My strategy is accumulate CRON and GTBIF, what about you?

TroubledAcorn

Weedstocks would be right up your alley. Been decimated last few years. If Daddy Trump follows through of Cannabis reform as he promised and even signed an Executive Order 3 months ago, you are looking at easy 300-400% gains short term. Market is tired of broken promises and doesn’t believe its real this time. Either get rich or potentially hold bags Best name is hands down $GTBIF . If that sounds of interest weedstocks has its on sub reddit

Strange_Calendar_698

He has posted something like this many times over the last few weeks. MSOS, MSOX, GTBIF, VRNO and CURA I have seen him guy

rockum

Seems like GTBIF may have set a ~$6.50 baseline: it's been stuck here for 2.5 weeks. Maybe this is the bottom.

heliumbox

I gave up, I am down to just TCNNF and GTBIF and at the very least TCNNF is on a ticking clock til the end of April, then its getting cleared from the account. I check here once every couple weeks and its always this same ghost town. 38 comments at almost 2PM. What a disaster. Anyone who still has hope here must just be doing opioids and living in a dream cloud, not cannabis. As usual there is just always something more important going on, Epstine shit still not resolved, now war in Iran. This sector is forever the carrot. And really 98% of these companies financials are trash, the economy is doing terrible, the growth in these names is pathetic. There is basically no reason to invest in this sector whatsoever other than the lottery ticket that is "reform".

wentzco

??? I don't know what you are looking at but they all are down for the day Cresco -2.86% GTBIF -2.55% TCCNF -3.18% MSOS -3.75%

Russticale

Nice to see the pop today, I did buy the open on GTBIF and CURLF. Sold half way through the day, didn't realize GTBIF could break $6.50 and run. With plenty of upside exposure, hopefull I'll be fading this rally next week. Growing cash (hopefully) in expectation of our major rescheduling announcement and will be ready if it's positive or negative news.

C_B_Doyle

I worked for GTBIF as a manager. The company sucks.

BANTtotheMOON

GTBIF is ready to explode

BANTtotheMOON

Liska the stock wizard says buy GTBIF now

BANTtotheMOON

Everyone should buy GTBIF

BANTtotheMOON

I’ve been following GTBIF and think it’s ready to shoot for the moon. Does anyone else agree? Green Thumb Industries

rockum

Let's at least get the units right: GTBIF: $5.89 - $5.38 $5.38 for GTBIF is *brutal*. Let's hope we don't return to those dark days.

C_B_Doyle

Tbh, the May earnings will be much better because app the dispensaries were sold out during the snow storms. Im using now as an opportunity to load a long position. I have 136,000 shares. I used to work for GTBIF. MRMD just got a new growing manager. The products have improved dramatically. The stock chart doesn't reflect the current improvements. It is currently undervalued.

volckerwasright

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.

TroubledAcorn

Honestly you have a pretty solid understanding of the numbers. So I’m not arguing with you about that. But I feel pretty justified saying it’s undervalued. The Royalties really shouldn’t be a surprise, we know what the rates are. We have GTBIF’s track record of sale and a good understanding of the breakdown. Also confirmation from Investor Relations approximately what we should expect current from the Royalties. Just from the Royalties alone the company is undervalued. I guess we just need confirmation that the numbers are real in ER. Als not really worried about the company showing a loss. I think that’s going to be part of the strategy to be honest. This is money the siphon out of GTBIF get to use a tax deduction, the always have a loss at RYM and never pay any taxes while they grow the brands.

rockum

As a GTBIF bagholder, I'd prefer to see that money spent on expanding operations rather than further lining executive pockets.

TroubledAcorn

GTBIF and RYM report earnings in a couple days on 2/25/26. I expect the usual with GTBIF , of it being solid. RYM is what I am excited for. I believe this might report might finally show the a better picture of whats going on with RYM. The earnings report should for the first time reflect royalties they are receiving from GTBIF and it sales should yet again being going massively as this ER will reflect the Circle K deal and alot of the expansion that has happened. RYM has not slowed down at all and is continuing to massively grow its store count, just waiting for ER’s to catch up and show what we already know. Just throwing this out there, a blow up ER could be a catalyst for RYM. Just something to watch. With the sales and the royalties these it is massively undervalued right now. Just posting this, It’s not a pump, I’m not selling RYM for years.

BiscottiMaster3455

even GTBIF looks more promising to me, we have their products & stores here. A lot of people know about dogwalkers

C_B_Doyle

I worked for GTBIF.

rockum

Hmm, with such low volume here, how much of a buy would it take to push GTBIF further green and kick off a rally? Something like 50k shares traded today which is less than $350k. Would a sudden 100k purchase do it?

DEASqueezeAllComing

December 18th 2025 S3 was signed January 20th EO order signed was mentioned in the 365 wins list of the white house. S3 went from a probability to a certainty. The only unknown is when will it become a final rule. This is why I changed my strategy and I am only invested in boring companies that can afford to wait without doing reverse split + dilution or taking high interest debt just to close a short term debt. I only hold GTBIF and CRON, use to hold MSOS and CGC like a degenerate (glad I cut my loss after orange mango won the elections) Now that I only look at my portfolio and post here when I buy more, I feel much better. Will only really feel good when my patience is rewarded but that's another story ;) Good luck everyone :)

heliumbox

I dumped all my CRON, finally dumped IIPR: both dead money. CRON: never moves, allergic to $3, even if we hit a hype cycle its going to under perform. IIPR: ridiculous dividend but the share price just keeps getting ripped into, false gains. Next up TCNNF: far to much debt, far to much risk tied to Florida exposure/vote, huge tax liability, stalled growth. Looking to exit entire position by the end of April, hoping to sell half at $9 other at $10 from some random hype cycle but if nothing by the end of April... I'm out. That'll leave me just GTBIF and despite their resilience... they can't do it alone, so sick of "the best" being dragged down by a sector that has so many problems. I'll move to the "best" in another sector and just walk away from this forever. I haven't decided my move yet for GTBIF... but its a ticking clock.

C_B_Doyle

I used to work for GTBIF but bought MRMD.

rockum

Five years ago today GTBIF closed at $38.45 after hitting an all time high of $39.11: https://finance.yahoo.com/quote/GTBIF/history/?period1=1612310400&period2=1613779200. Were so young, naive, and good looking then: https://www.reddit.com/r/weedstocks/comments/lgrbyh/daily_discussion_thread_february_10_2021/. https://www.reddit.com/r/weedstocks/comments/lh3qhh/after_hours_discussion_thread_february_10_2021/

King_Chron

Yes this is great news! As well as GTII/ GTBIF buying $25mil worth in q2-3 of 25(will get more recent numbers on the 25th of feb)

Visual-Try-8081

GTBIF

TroubledAcorn

CEO and Founder Ben Kolver is an Heir to the Jim Bean Alcohol Brand. These are Ben’s companies, his legacy, he’s not just s hired CEO like with other Companies. Additionally GTBIF has the head start and is legitimately big enough to compete anyways