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#cannabis first the caveats: there are many: the macro; the virus; the market; the nature of frontier markets. most companies choking for capital bc the
government perpetuated the myth of prohibition as they weaponized this plant for immigration.but I digress...
We've written lots about the set-up.
Denial -> migration -> panic.
The ~$300B global crop that w/b an *ingredient* for 2.0
Moving into a taxable realm and all that entails.
How the goal is to unwind artificial impediments (via blue Senate) but the Motts is state adoption.
Denial -> migration -> panic.
The ~$300B global crop that w/b an *ingredient* for 2.0
Moving into a taxable realm and all that entails.
How the goal is to unwind artificial impediments (via blue Senate) but the Motts is state adoption.
If #Elections2020 
= status quo, fast money will exit the #cannabis trade but *smart* money will buy into #NJ #AZ etc as TAM 
and (clears throat for emphasis) YOU JUST CAN'T FIND GROWTH LIKE THIS AT THESE MULTIPLES ANYWHERE ELSE.
Exhibit A
https://twitter.com/todd_harrison/status/1322586110665641992?s=20
= status quo, fast money will exit the #cannabis trade but *smart* money will buy into #NJ #AZ etc as TAM and (clears throat for emphasis) YOU JUST CAN'T FIND GROWTH LIKE THIS AT THESE MULTIPLES ANYWHERE ELSE.Exhibit A
https://twitter.com/todd_harrison/status/1322586110665641992?s=20
Understanding:
1. there is near-term election risk.
2. most companies will raise
after election / earnings.
3. plenty of new listings await.
4. the potential for a regulatory Hades
Let's walk through some LIFETIME weekly #cannabis charts for perspective...
1. there is near-term election risk.
2. most companies will raise
after election / earnings.3. plenty of new listings await.
4. the potential for a regulatory Hades
Let's walk through some LIFETIME weekly
#cannabis charts for perspective...
Let’s start w @Curaleaf_Inc bc BoJo & Co have built the biggest 
in the land. IDK if you can see that volume but newsflash: this is a really bullish pattern.
I look forward to celebrating this sweet C$16.
/position $CURLF
in the land. IDK if you can see that volume but newsflash: this is a really bullish pattern.I look forward to celebrating this sweet C$16.
/position $CURLF
Next lifetime chart is @GTIGrows which enjoyed a blue-sky breakout today on volume.
Big money is betting on this bad boy and so are we. Bigly.
/position $GTBIF
Big money is betting on this bad boy and so are we. Bigly.
/position $GTBIF
How bout some @Trulieve on our time? That IHS works to C$41 so don’t @ me bc it’s just math / TA. And it’s trading 8X 2021 EBITDA but sure, go ahead and buy big tech for growth 
/position $TCNNF
/position $TCNNF
Mama take this badge from me; I can’t take it anymore. 
You know the song and here is the @crescolabs chart.
Knock knock knocking on heavens door.
/position $CRLBF
You know the song and here is the @crescolabs chart.
Knock knock knocking on heavens door.
/position $CRLBF
