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Hey Nerds: Blockchain

There's one mint leaf on the platefolio, which is courtesy of the strongest bank in the great white north. But that's it. All red.
 
LeafOfFaith said:
There's one mint leaf on the platefolio, which is courtesy of the strongest bank in the great white north. But that's it. All red.
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yeah pretty blah day overall in the long term folio; still higher than my close last week
 
Sector is at the mercy of Tilly tomorrow. Short interest must be through the roof at this point and honestly... the earlier than expected release makes me somewhat bullish on them. I'll say -5 to +5% qoq revenue growth with break-even adjusted EBITDA is probably the expectation. We'll see if they get a beat and weed gets back to lunacy tomorrow as Tilly squeezes and drags everyone up with it.
 
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There will be a day when the sector isn't at the mercy of some horse shit Canadian company with a valuation comparable to Green Thumb Industries just because they trade on a big board exchange. I'm excited for that day.
 
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today is also LOF's favourite earnings play

FSLY

/small_position in calls
 
LeafOfFaith said:
I don't know what they do.

Calls shmalls. Aren't you long?
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I dropped it as a core holding...it's been in the Wall Street prison since the whole Tik Tok customer headline risk

but if it gets shredded in the near term, I will load up...80 would be dreamy
 
Preston said:
Sector is at the mercy of Tilly tomorrow. Short interest must be through the roof at this point and honestly... the earlier than expected release makes me somewhat bullish on them. I'll say -5 to +5% qoq revenue growth with break-even adjusted EBITDA is probably the expectation. We'll see if they get a beat and weed gets back to lunacy tomorrow as Tilly squeezes and drags everyone up with it.
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Beat on both. 4.2 billion dollar company now before the Aphria merger which is insane to me but a beat is a beat is a beat.
 
Curaleaf reporting March 9th is a nice surprise. Love seeing them report earlier this year. 2 more full weeks and then MSO earning season will begin. Fuck yeah.
 
CH1 said:
MSOS with a big green candle...now back to unchanged for the day
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I was trying to buy them instead of VFF but fucking lord the spread was ridiculous. No volume on them AH. Feel lucky that I got that price on VFF in any event. Volume was sleepy on them too. I thought exactly what you thought... If we can hold up this ridiculous sector until VFF reports, things may get silly there.
 
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I added to VFF earlier (buying back calls I sold higher)

also got RIV at a nice price: 3.29

My only bad dumpster dive was TER, down about 20c on that one
 
Yeah my only moves today were trimming more Columbia as there was a delay on their dump and adding Jay Z not much lower than where it closed. My VFF trimming at 21.85 in that one premarket was a horseshoe up my ass moment. Added some back in the 15's and then 16's, already trimmed some of those, and now I just added a touch more at 17.55. It didn't dump nearly as hard as Tilly today so no guarantee it runs. But wanted more of them anyway and a lot of that was based on how Tilly did because it would have an impact on everything in the short-term.



And yes, I have too much Jay Z too. It's an issue. But I won't stop buying if it keeps tanking. Not too worried about that one.
 
I'm strangely not worried about Jayz-- any little bit of news should spark it
 
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