TLRY

trent_upscale

It's all garbage TLRY is barely profitable and I'm GAMBLING on earnings being solid

trent_upscale

Bought an assload of TLRY today Sold at 13.80 Back in it to win it

TheOriginalBushToad

Can we just legalize dope already. These TLRY and SNDL bags I've been carrying for years are killing my buzz....

FUWS

I hope Irwin does another RS when you buy so you can feel what it’s like to be a TLRY bag holder.

No_Cell6708

Rolling vs annual is irrelevant. You can clearly see the long-term trend is a decline. No, they didn't suddenly reverse this. They have a history of sugarcoating their numbers through acquisitions, not through actual, organic growth. You keep bragging about top-line as though it's all that matters(it doesn't), but doesn't SNDL beat them there anyway? TLRY press release says: "Maintaining the number one position in revenue" This would imply they had been leading before last earnings, but looking at the numbers this doesn't seem to be the case. It looks like SNDL has $244m compared to the $206 or whatever from TLRY. They also seem to have lost to SNDL in the previous quarter. What am I missing here? I'm going to ignore the fact that you keep giving pre-excise revenue stats too lol Again, I'm not saying that they won't have a solid q2. I'm saying there are better investments out there imo.

No_Cell6708

Why did you ignore my evidence of massively declining market share in favor of puff pieces they releases themselves, while using the same hifyre data that zuanic uses to spread misinformation about their performance elsewhere? No, dude. Nobody enjoys their brands. They just had the benefit of good distribution and scale. I say that as someone that has worked closely with budtenders here. Have you ever actually purchased their product? People go and buy other brands, but most have been supply constrained. They buy TLRY brands when there aren't other options. That is why market share has fallen from 13% to 9%. Their beverage revenue has fallen, and all other revenue is up only 5%. I'm not saying it's a terrible company. I just think it's overvalued at current prices.

No_Cell6708

Per November 2025 https://imgur.com/a/yphn43x Here is the most recent data from zuanic, as of November 2025. As you can clearly see, TLRY has gone from 13.3% market share in 2023, to 9.3% in 2025.

No_Cell6708

They turned a profit of $1.5m on an accounting technicality and bro is losing his mind lmao. They managed to grow revenues by a whopping 5% last quarter. Nobody enjoys their product. They just have the advantage of scale and distribution that some others are catching up on. Most revenue gains have not been organic and simply due to acquisitions. Also, regarding your market share statements... https://imgur.com/a/yphn43x Here is the most recent data from zuanic, as of November 2025. As you can clearly see, TLRY has gone from 13.3% market share in 2023, to 9.3% in 2025.

No_Cell6708

>TLRY uses it to get profitable Why are you investing things? They lost billions last year and don't even have profitable operating margins. Nobody enjoys their product. They're just a snicklefritz factory that had the benefit of strong early distribution and scale.

No_Cell6708

Since I'm Canadian and enjoy microcaps, I'll focus there. My biggest 3 of the last year have been Auxly, Cannara, and Rubicon and I'm still very bullish on each moving forward. All 3 are actually profitable and still quite undervalued imo. They also make products that people actually enjoy and have strong brand reputations throughout the country. Auxly (and soon Rubicon) have just started exports/export testing. TLRY has never even turned an operating profit. I realize these businesses are substantially smaller than TLRY but they are focussed, efficient, and I believe the investment returns will be substantially higher. In the case of Rubicon, I believe they'll be bought out at a big premium, eventually. For some valuation context, Auxly profited $12m last quarter on a $195m valuation and Rubicon made just under $3m in the quarter on a $30m valuation. Needless to say, you don't often see cannabis companies that are profitable, consistently growing revenue, and trading at a 3-5 PE. Now, I'm not going to lie and say that these companies currently have major exposure to American markets, because they don't. They do have great facilities, great management, good business models, growing revenues, profitability, and products that people keep coming back to. I'd argue that these businesses provide a great margin of safety and I think they'll continue to expand. Auxly, in particular, is heavily owned by Imperial Brands and will benefit from their distribution channels.

the_mammynun

Check out HITI. TLRY is a joke around here.

Big_Development1867

I dumped TLRY bc of the Ceo.. better leaders at other companies.

No_Cell6708

TLRY just ain't for me. I feel like there are much better cannabis plays available.

greenbelieve

I don’t consider Tilray an investment at all. Too many years of demonstrating inefficiency, poor operations, dilution, and shareholder destruction. Further, there is zero certainty S3 benefits them in anyway. And no, I don’t care about the “Tilray establishes Tilray USA” headline or whatever. At best, TLRY is a trading instrument, but still, not for me personally. I’ve been doing this too long and would only have myself to blame if I lose my money by choosing Tilray.

Internal_Field5970

TLRY

yanivhay

TLRY will take you there :) . great shot :)

softboiledjadepotato

TLRY earnings Thurs, lol

airball_elias

!banbet TLRY +15% 1w

airball_elias

!banbet TLRY +20% 1 week

WhyDoIEven_7

TLRY puts?

Canada-AtlanticCity

TLRY can save you.

the_mammynun

TLRY should not be as hyped as it is. Every quarter has been wretched for years.

WollopDollop

Also the next potential inhibitor, pretty sure that's the track record when looking at TLRY earnings. GLTA

Former_Tomato9667

TLRY is gonna punch me in the dick I can already tell

RanDumbPlay

I didn't ask for your philosophical viewpoint. As of today, weed is still a schedule 1 drug, and is illegal in many states and federally. Put it in the same category as other "sins" such as gambling, watching nekkid people get busy, etc. It fits the criteria perfectly for what OP was asking for. Are you high right now? What's wrong with TLRY?

Hungry-Brain-3287

Calls for our yerk-toting, frisbee-chucking cheeba-monkey frends at $TLRY?

ChronicMasterBlazer

Who’s ready for another TLRY earnings beat!

WSB_Austist

TLRY guidance or speculation. Either way IV gonna be nuts

SpringLong7259

Unsurprisingly, the worst performing LPs of 2025 were TLRY (-35%) and CGC (-60%). Gotta love all that dilution.

Twist_of_Fate_44

If we get it, I might gamble on some TLRY at $11.60 for their Jan 8 earnings Only problem is some very strong downside risk, all the way down to $9 cdn

RanDumbPlay

Why hasn't anyone named the weed stocks? TLRY

Significant-Mango203

Getting into TLRY like two months ago , literally went all downhill. I have 2 year call options and I’m down like 50%

NoRiskNoGainz

Broke fucking even because I bet on cannabis stocks at the end of year and lost all my gains. Fuck you TLRY!

benderok37

All Canadian companies red (CGC, ACB, HITI, OGI, TLRY, SNDL) yet, American MSOS green, big green...  Any explanation? 

ChronicMasterBlazer

Me, not so much! But I have faith in the medium/long term business of TLRY

Mihermano2002

Anyone in X follow this account? https://x.com/fl0wg0d/status/2005663248658608284?s=46 A few times he’s posted large options volume some have been right like $TLRY before it squeezed

SpringLong7259

CGC and TLRY are terrible choices no matter what the standpoint is.

benderok37

Looking at Canadian weed stocks, which one would be good bet? ACB, CGC, SNDL, TLRY?  Any bulls there can explain?  From valuation standpoint acb look very attractive, but many people call em scam 

crunchsoop

I'm pretty ashamed of it guys....I bought TLRY calls.

Independent-Tree-985

Let us not forget the unspoken martyrs of today... TLRY and potheads in general

i-love-you-sm

TLRY

cesped74

TLRY

mrjacketman0303

Is TLRY gonna crash for earnings or did they get their shit together

Senior_Loquat4118

TLRY Holding long term but did two swing trades last few weeks got me 12K :) easy money from EO

ChronicMasterBlazer

Merry Christmas bread gang! Bought more TLRY today. May 2026 be our year.

Classic_Yellow8510

I was homeless during the covid lock down as I lost everything. Was living in my car 2020-2021. I was blessed with a new career in 2022, which finally broke 6 figures for me this past year.  I give this context because I could lose everything in my portfolio today and be okay. Emotionally of course I would be sad, but I started out small on purpose because I didnt know much about this stuff.  My background is a Senior Research Analyst, so I view due diligence as practice for work when I look at what to buy or sell.  To answer your questions, it depends. I try to make sure I always look at what I have exposed compared to what I would like to make and if the numbers don't add up I don't buy.  So penny stocks for instance, sure I could dump 1k into them and try to sell when it jumps 5 cents but the risk there is too insane for the potential gain.  An example I like to give is my very first trade. I actually ended up getting in good with TLRY when it was at $10. I bought 25 shares and sold at 14.40 knowing the EO hype would drive it up. Didn't care that it rose to 15. Dont care that it might go back up now. I can revisit it if it makes sense later.  I started with less than 5k total on purpose and make small trades to learn. I've previously been a professional wargamer, so the questions you're asking are just my normal overthinking brain.  I could replace my portfolio within 3 months if needed.  I generally keep 3-4 positions open at any time and try not to do more. I keep a good cash reserve for intraday opportunities.  My mindset right now is turn 2k into 5, then 10, then 25 and just keep growing. My current self awareness is focusing on not letting my current rate of growth, blind any future decisions when I get more capital.  I really like the hustle and research to do day to day trading, but nothing that I trade in has an assumed ROI of going to the moon. My assumption is that as I get a bigger portfolio, my risk can increase as far as position sizing but not in terms of betting on a bad company. 

RanDumbPlay

Yes. The same investors that consume BYND also I vest and consume the TLRY.

RanDumbPlay

Buy TLRY. Seems more your speed.

DesignerGreen4332

Hope bottom is in?? Soon things start to get better Thursday, December 18, President Trump announced that he would allow seniors on Medicare to receive medical marijuana (cannabis) if it's necessary -by reclassifying cannabis as a Schedule 3 drug. He will also allow Medicare to fully cover CBD (a chemical derived from the cannabis sativa, or hemp plant) products for patients if it's medically needed.  Trump had been quietly urging lawmakers to include cannabis banking legislation in a government funding bill. Up next in batter’s box SAFER Banking Act, S.2860. Earnings starts in weeks, CGC, TLRY and GTBIF all best last report.

youngbutgood

I want to get back into TLRY but going to need a lot better entry price to feel comfortable about the downside

sdkiko

average TLRY holder right here. it was a joke number meant to highlight their dilution. how many shares did they have in 2019/2020? they've been printing those out and handing them off like it's a fucking party.

sdkiko

lmao TLRY 🤣

Beginning-Fig-9089

Short: SAM Long: TLRY

noobstockinvestor

MSOS was trading at \~$3.8 USD before the leak - we're sitting at $4.63 USD today. We have almost given up all the EO gains. Incredible.. Sticking with the plan and holding CGC/TLRY and building out green thumb. Cannabis is currently 6% of my portfolio so the swings are not as violent as they used to be. During Biden era when HHS said they recommend S3, my portfolio was closer to 40-50% cannabis. After the election dump, I created strict rules to follow and one of them is no single sector over 7% weighting. Trading around a core has really helped me mitigate risk/secure profits and I suggest everyone here to consider doing the same. Even with MSOS sitting near lows again, my cannabis portfolio is near the highs we saw during the pump to $11. What really fucked me in 2021-2023 was believing politicians, having no risk management and diamond handing garbage stocks.

the_mammynun

Please stop pumping garbage. We're already stuck with other meme stocks like TLRY and CGC.  Take a look at HITI if SNDL attracts you. They have a lot of similar assets but better management and financials.  HITI = Smart, organic growth SNDL = Thoughtless dilution-driven M&A with lots of cash.

Gristle__McThornbody

Can someone tell me why a stock like TLRY is now trading at 11.16 instead of 1.16? Why would a company do this?

crouching_dragon_420

I have bunch of TLRyY short order at 20. It never filled. Trash sector with TLRY being the worst loser if US ever decriminalize it.

VisibleHedgehog9057

Excellent post! The American companies employ many more and are on more solid financial footing than the Canadian stocks. The Canadian companies TLRY and CGC that many people got burned on are not included in the MSOS ETF. The main US players (Trulieve,Cura, Greenthumb etc..) have all had an uptick in analysts initiating coverage on them in the last few months. Financial analysts do not typically cover OTC stocks. Risk/reward for sure but the reward now looks more promising than it used to.

VisibleHedgehog9057

When officially rescheduled from level one to three it opens the door for the US stocks to move from OTC on to Nasdaq, Russell 2000 etc. Currently major institutional investment companies cannot and will not invest in OTC. This article explains the possibilities. It's a risk/reward hinging on rescheduling. Biden started this and now Trump has signaled he will not get in the way of rescheduling. TLRY and CGC don't have a quarter of the employees Truelieve, Cura and Greenthumb have. Plus the huge implications of 280E.... [https://sherwood.news/markets/marijuana-rescheduling-could-mean-more-investment-in-us-weed-stocks-there/?utm\_source=robinhood&utm\_medium=referral](https://sherwood.news/markets/marijuana-rescheduling-could-mean-more-investment-in-us-weed-stocks-there/?utm_source=robinhood&utm_medium=referral)

ChronicMasterBlazer

Also they will convert some breweries to make CBD drinks which is big. I think TLRY is a good LP and they’ve been beaten down.

No_Transition4803

TLRY is the only name in the sector with a nutty CTB right now. Lenders are tightening fast, why? Shorts are still gobbling up the pool, why? 22m shares remain from the 27' convertible bonds that convert at roughly $42 post split. Could be a factor? Idk all the mechanics there, still reading. We don't know what assets the $30m gain came from last Q. Could be something sector related, and could be more sales this Q of rising assets as the sector flipped positive recently. Or back to no sales of investments. Tilray carries equity investments on the balance sheet and records fair value changes. Another big sale there would make headline EPS look great. Guidance and explanation of TLRY USA Medical will be interesting. As a long I want to see cash flow purely from ops continuing to trend less than a $30m loss. Cap ex slowing down. TLRY dilutes to keep cash on hand, once we close that $30m gap it should stop, and future dilutions SHOULD be limited to accretive asset buys or partner buy ins. Insiders need to step the fuck up and start buying here too. Were they waiting for RS?

trent_upscale

Some guy in here said he has a penis PLTR ASTS UEC TLRY DJTU AAPL TSLA PUTS

Many_Easy

High risk/high reward, but it’s Tilray Brands (TLRY) and Nike and Constellation Brands for a rebound. Salesforce.com could also rebound as it always has over the years.

ch0c0l8cake

SNDL and TLRY buyers - "This time is different" 😂🤣

NotawoodpeckerOwner

AMC, BB, NOK, GME, BBBY, TLRY, all pump and dumps that aren't really viable companies. GME kind of is now but that took a bunch of shareholder dilution to get there.

Holiday-Career-9349

TLRY

No_Link_6782

WTF is happening? MSOX lost, TLRY lost, CGC lost. F-me

asmwilliams

Borrow fees on TLRY up to 41.97% from 2.55% earlier this week.

Extreme_Armadillo177

Yesterday and today are tough for long term tilray holders. We finally get S3 and the sector goes down, it makes no sense. We are trading a stupid cheap valuation, and the planned expansion into the US market, tilray will be the biggest legal cannabis supplier in the world. They've been doing it for 10 years, and will make big waves in the American market. S3 will open the door to partnerships with big pharma, tobacco, and liquor. Tilray could get bought out for pocket change by one of the big boys. I think it will take some time for the market to see the true potential S3 has created. Don't sell your shares in frustration, WSB is filled with tilray haters that have been burned in the past. We will have our day, it will just take a little more time. Looking forward to a big year next year! #TLRY #MSOS

youngbutgood

Gona wait until 2026 to add more MSOS. I'm done with TLRY unless it gets near all time lows so around 3-5$, the dilution is just so frustrating to deal with

No_Transition4803

TLRY CTB now 42% + a negative -38% rebate. Thats kind of insane lol. Something has to give here soon. Are MM's recalling shares and recalibrating based on this news? Or are shorts being absolutely insane little piggies?

idontmisstwice

TLRY once again has created another generation of bag holders 😂🫵

Leikster

!banbet TLRY $8 3w

Rare-Competition-248

My TSDD is happy today at least.  Makes that TLRY spanking I got yesterday hurt a little less 

PracticalSmell1862

Very hopeful for $MSOS and $TLRY future!!!📈

PracticalSmell1862

Very hopeful for $MSOS and $TLRY future!!!

ChronicMasterBlazer

Not so much on TLRY yet :/

Extreme_Armadillo177

Tilray and MSOS are bargains right now. The shorts have manipulated them down, to scope up cheap shares from weak hands. Next year will be a big transition year for the industry as companies adjust to the new legal environment. Tilray will become the amazon of weed, all over the world with everything from drinks, edibles, flower and concentrates. #TLRY #MSOS

PracticalSmell1862

#MSOS and #TLRY look promising📈📈📈

Independent-Tree-985

Imagine buying TLRY yesterday and then holding because 'surely mango will be a bro'

JustSellitAll

TLRY damn yet another p an d

Terrible_Ask_2650

I believe you are right. The news wasnt dropped in typical trump fashion. The whole sector will pickup momentum. #TLRY

goldengotto

I feel like people are still scarred from 2021 and that $TLRY is undervalued, as OP said, the company is profitable and expanding, only 1.5B market cap. What we've seen yesterday was manipulation at it's finest and I think there is still plenty room for growth, in October Tilray was trading at 21$ just based on rumors and now with rescheduling they can attract institutional capital.

Dale_Gurnhardt

Lmao how is TLRY still around and taken seriously

quaaludeicecube

I sold my 600 shares of TLRY on September 30th for $1.75 each and sold 90% of my PLTR to move it into IREN, ASTS, and RCAT in mid October and now I want to d*e

slip101

$TLRY

No_Link_6782

That’s good to hear. Stay resilient. Im having a hard time tonight- feel like leaping off a bridge because Im so stupid. Been involved for 5yrs, and built very large positions in TLRY and CGC (40k and 45k shares pre rs) and now MSOX too. I thought it would be a good long term investment but it’s taking everything out of me- patience, trust, joy, belief. It’s truly hard for me now to have faith. I always want to trim when it rises on news, but believed in long term prospects only to feel the way I am right now every time this happens. Like why don’t I sell- almost feel like I don’t want to breakup but know it’s best.

No_Link_6782

Recently sold some TLRY after 5yrs and moved into MSOX last Thursday- thought is was a wise move to support the US multi state ops. market at 7.15, 7.45, 7.95, and foolishly today on the drop at 8.3. Never did I think we’d see this crater- down massive on paper (it’s killing me tonight) and now holding for who knows how long. It’s so hard to build a long position- (had 40k shares of TLRY pre rs and same with CGC). Should’ve kept my cash away from sector this years back. I would be sitting on a mountain instead of….

AllNightGamer_YT

yall seeing this dudes TLRY mention after the reschedule pump and dump today (december 18th 2025)

Great_Molasses_4601

IGC isnt under a delisting threat due to its market cap, but it doesnt have the pressure to reach a 1$ like TLRY or HITI has to. Thats why I choose to accumulate that over HITI, its just generally cheaper; and doesnt rely on the recreational side of cannabis.

Maximum-Tone164

I will watch IGC. At the moment, what separates the two is HITI will not need a RS. TLRY is horribly managed and needed RS, so now people look at the price and it's terrible misleading.

Ambitious-Poem9191

Missed my fills by 1% on TLRY which would have given me 100% gain on the position from last week. So now I"ll be holding this maybe another 5 years.

captainstrange94

I lost a ton of money thanks for TLRY back in 2021 and then dug a deeper hole thanks to SOFI leaps. At one point I was legit -90%. Took me 4 years to finally hit net positive and match with SPY returns. Never again doing speculative shit ever again.

RiverIcy7490

TLRY and CGC both shot up out of nowhere (I'm in Scotland so don't get the news yous get) and tomorrow I'm ready to put some funds into both. CGC - 1.70$ / $27 TLRY -11.33$ / $27 Might be confusing but I put 12 dollars in TLRY, it shot up so I took some funds out and put into CGC, literally just as a way to save money as I've traded before (if you count GameStop as trading) My question is what do you personally think will change our candles before the end of the week / start of next? Cheers

Bestbrand2025

2016? Wow ! I am here from 2017. Made huge in a one day by the grace of great Bruce Linton! the ex CEO of $WEED and lost all including my retirement fund of 200K by the grace of the CEO of $TLRY. Amen!

Few-Chef-166

TLRY cost to borrow still high after "retail selling" doesn't really add up. Plus you can watch them short huge swaths on fintel

VisibleHedgehog9057

I am still up 61% and its up 5% after hours so I'm good. Lots of profit taking by day traders as 95% is non institutional ownership. When these stocks drop the "f" at the end of their symbol, Investment managers will then be allowed to purchase along with Russel 2000 etc. That will not happen until it is formally changed to a schedule 3. These companies will then be allowed to go back years on their tax returns. TLRY (who just did a reverse stock split and CGC don't have a quarter of the employees these OTC American companies have. It's for sure a "be brave when others are afraid." You are correct they do sell some OTC but Fidelity and ETrade offer larger platforms and also allow you to buy direct from HK, Canadian, DAK etc. rather than an ADR. Robinhood is still growing so I get it. Thanks for caring and best of luck to you in your trading.

No_Transition4803

Swordfish was bearish on TLRY at $7 meanwhile dip buyers doubled up from there. By far the weirdest person on these subs

MadMaxi90

Agreed!! #TLRY is will get there!!!🔥🚀

IVote4pot

Is anyone looking to make a bet on any weed stocks? Shorts are winning and we need help! #TLRY #MSOS