• Moderators, please send me a PM if you are unable to access mod permissions. Thanks, Habsy.

Hey Nerds: Blockchain

Trulieve is making me cackle maniacally. I took some off at 34.24 to put more into Thumb which was probably wrong.
May have rebought at 33.85. Still a smaller position than I once had as I had to take some profits on my core.
 
Thumb looking at a NHOD here. If she gets it with follow-through CURA becomes the high upside name from here on out.

I promise.

Maybe Cresco Labs too but that name has run like crazy lately.
 
went short SPX as ES broke 3365 despite big whale bids trying to defend 3365 and 3364.75. Stop is at 3365 so break even.
 
Wait. What kind of drugs does SPX sell? I've blocked everything out of my mind other than drug dealing companies.
 
  • Like
Reactions: CH1
Took more Curaleaf profits at 11.98. MJ folio at a more manageable size to hold over the weekend. Hoped for a bit more from The Leaf today but it is what it is. Maybe they get the move on Monday but I won't sweat it if they don't. Today was fucking incredible.

TRUL position size has shrunk and my CURA position has increased at least for now. Added more GTII too with a small part of my part of my TRUL profits (that I'm already up significantly on). All in all very hard to complain about today.

Once I'm done with CURA, GTII will once again be my largest position. That's how I always wanted it but taking advantage of a TRUL blue sky breakout was too tempting to pass up.
 
  • Like
Reactions: CH1
Big news for one of my spec cannabis drug plays. I have a bunch of inexpensive calls. Boom or bust post with clinical data coming out soonish.

 
So just a heads up. Some are speculating that next quarter might be flat for trulieve. We're about halfway through and it's looking like potentially 4% growth so far if they continue like this. They continue to expand and open new locations and cultivation facilities so it's possible the second half of the quarter is lights out. But it won't be Q2 style growth. Not sure how much that matters, being insanely profitable and all. Two straight quarters of flat revenue would be a bit of a yellow flag. A one off? Meh. Not sure how much the market will care but something to factor in when the time comes.


GTII, on the other hand, will have that kind of growth. Likely 20+%. Cresco labs too. And maybe Curaleaf.
 
Last edited:
  • Like
Reactions: CH1
Princess-Bride-FinFilm-LinkedIn.png
 
Holy robocop man!

When I was in Greece a few years back his yacht was docked at the Island I was on and man, what a ship. Absolutely crazy.
 
<blockquote class="twitter-tweet"><p lang="en" dir="ltr">King of Bahrain arrives in Dubai with his robot bodyguard fitted 360 with cameras and in built pistols. Technology moving very fast than ever in history. Now politicians might order this too <a href="https://t.co/YK8aI65z4N">pic.twitter.com/YK8aI65z4N</a></p>&mdash; Roshan Abeysinghe (@RoshanCricket) <a href="">August 14, 2020</a></blockquote> <script async src="https://platform.twitter.com/widgets.js" charset="utf-8"></script>
 
Back
Top