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Hey Nerds: Blockchain

Well trulieve has had a nice pullback from all-time highs. May get more bloody in the short-term but that's not a bad discount there.
 
Preston said:
And my fear is the opposite of yours. I'm too close to the sector as I'm clearly obsessive in my research. Makes me question myself and wonder if it really is as easy as it looks because I actively look for potential risks and often come up empty. Hard to step away and look at things objectively but I really try to see both sides.
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I will say it's a bit sad seeing Todd hashtag stoolpresidente to raise awareness. But that's 2021 for you.
 
Habsy said:
So what's the play you're discussing silver?!?
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it's the latest play from WSB, and it seems that hedge funds are front running it overnight

I have no SLV in my account, but I welcome a crazy bubble as I have a small amount of silver coins that I would unload
 
So it is silver you're discussing or Presto pot stocks?

My wife just told me yesterday she was looking to get more silver.
 
Habsy said:
So it is silver you're discussing or Presto pot stocks?

My wife just told me yesterday she was looking to get more silver.
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I don't understand the question? We discussed both: silver briefly, but then quickly moved on to potstocks, as is the norm in a thread entitled Blockchain
 
I'm trying to differentiate. You guys were kinda all over the place for a bit there. I thought you were giving LoF a play.
 
Habsy said:
I'm trying to differentiate. You guys were kinda all over the place for a bit there. I thought you were giving LoF a play.
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Tl;dr. LOF is a mormon. Pot stocks are the bar he keeps hearing about. He's obviously curious (lots and lots of questions). We're suggesting that he lets loose a little. Maybe just one drink. Before the bullies from WSB show up and pack the joint, and raise the price of drinks to the moon which scares LOF from getting in forever.

Of course, if he doesn't feel comfortable, we respect his decision. In fact, we insist he follows his heart. Last thing we need is a lawsuit directed at ForumIce Capital from a disgruntled poster.
 
CH1 said:
1 -it's business,
and
2 - I don't get the lack of love. These companies are growing at 50% y over y, selling a fucking plant that grows like a weed, at a ridiculous high margin while facing legal based (but temporary) barriers such as high cost of capital (15% interest rates), and high corporate taxes.

and best of all most of the big Wall St institutions are not invested in this high growth sector because of legal/compliance issues

this might be the only time in your life where you, as an individual investor, has a discernible advantage over Wall Street Insiders.
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You know, the love I refer to is love for using the product myself, of which I don’t have any. But yes, it’s business and I love great investments and that’s why I’ve got all these questions and keep debating diving in.

So do you see a LOF style trap here where the charts are indicating a near term plummet, or is this where you’d dive in with TRUL trading off its highs?

Also gimme some guidance on my instinct- half in on Trul and half on Thumb? I think you overweight on Trul, yeah? And if going with those, forget MSOS?
 
LeafOfFaith said:
You know, the love I refer to is love for using the product myself, of which I don’t have any. But yes, it’s business and I love great investments and that’s why I’ve got all these questions and keep debating diving in.

So do you see a LOF style trap here where the charts are indicating a near term plummet, or is this where you’d dive in with TRUL trading off its highs?

Also gimme some guidance on my instinct- half in on Trul and half on Thumb? I think you overweight on Trul, yeah? And if going with those, forget MSOS?
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I was looking at MSOS closely yesterday (partly for you), and I really like it. About half their folio = big 4 that we keep talking about + TER which has strong Canopy backing (see below for MSOS top holdings)

GTII is the one I recommend the most. I personally ended up with more TRUL because their warrants were literally trading at $2 during Covid. (hit a high around 40, now 34)


TRULTrulieve11.30%
CURACuraleaf Holdings, Inc.10.84%
GTIIGreen Thumb Industries Inc.10.63%
CLCresco Labs, Inc.8.63%
TERTerrAscend Corp.7.00%
 
So you’ve switched to Thumb. I thought for sure you said Trul more. What’s the reason, that Trul is too concentrated in just a few markets?
 
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