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Hey Nerds: Blockchain

Honestly don't know -- haven't followed the potential buy price

$37 was basically their IPO price, so getting bought here would be a big disappoint
Yup. I’m not super excited about it. Not sure what I’ll do. Already being whittled down.
 
In on Cresco. 12.15.
Slowly chugging along as she fires off a NHOD. Targeting ~12.45 as an exit in case it rejects resistance. If she breaks I still have my core.

EDIT: Exited at 12.43. Still riding my core. In the interest of our discussion yesterday. This little day trade got me an extra $560.
 
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And Cresco busts through resistance. Didn't think it had the volume to do it. Core holdings are happy. Folio keeps setting new all-time highs every hour. Long account (RRSP) also at ATHs from the DKNG and APHA moves today. Fuck me, 2020 is horrible but also fucking amazing.
 
Holdings sitting at:

GTII 30%
TRUL 29%
CL 23%
CURA 10%
CCHW 8%


And I'm comfortable with that looking longer term.
 
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sold my last chunk of AYR.A warrants at 13.90/14.

What a sweet and stress fee ride from 2.50 back in July.

Selling because I don't want to convert the warrants into shares (as it involves calling RBC, waiting an hour on hold, and talking to a muppet)

I will deploy that capital elsewhere, possibly even AYR if it dips.
 
Good lord. Broke 11. Of course it would be the biggest winner today!

Let's see if there's the EOD dump on it again.
 
At this rate TER might pass Cresco in market cap. Not too far off! Full disclosure: Cresco makes a lot more in a quarter than TER does in a full year. But I'm just a dummy Presto.


EDIT: Another comparison: Cresco added almost 50% more revenue between Q2 and Q3 2020 than TERs entire revenue in Q3. They casually added almost $60m in revenue QOQ!
 
Holdings sitting at:

GTII 30%
TRUL 29%
CL 23%
CURA 10%
CCHW 8%


And I'm comfortable with that looking longer term.

I have to trim my TRUL because right now, I'm at

TRUL 50%
GTII 20%
TER 14%
CL 6%
CURA 6%
OTHER 4%
 
Congrats gents, looks like you're killing it.

I know you guys are constantly discussing these MSO's, but what do you think of them at current prices and just planning to hold them for 1 year+, while checking up and rebalancing? I finally have some cash freed up, and have a high risk tolerance. Not interested in learning to actively trade though.
 
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