Green Thumb Industries Inc (GTBIF)

$GTBIF we could all make some money if the ceo would shut his mouth

$TCNNF $MSOS $GTBIF 90% of Americans can’t agree on anything except rescheduling weed and no war, but our government gives us the opposite

$MSOX if it reverse splits again I’m going in hard. Capitulated at 2.55 last week almost 40% loss - added to $GTBIF

$TCNNF $MSOS $GTBIF if you really want to see something depressing, search 'marijuana reform' on Twitter and see just how far back these broken promises go...this one's from 2017!! https://x.com/BuzzFeedNews/status/892441694943272960

$MSOS Fartcoin has a market cap 2x $CURLF and equivalent to $GTBIF. What genius here can help explain the fundamentals driving this

$GTBIF $CRLBF Calling Trump next week, like please...

$GTBIF feels like a bargain here wow 🤯

$GTBIF $MSOS Analysts had PT on $GTBIF as high as $34 last fall. See image below. The diff btw me and those analysts is I don't change my opinions simply due to short term price action. Everything bullish since last fall: Fundamentals, competitive positioning, more buybacks Hedge funds buying (nomura w/3.4% buy recently). Acquistion in cannabis beverage sector which is the fastest growing market in the world. These same fair weather analysts will again place $34 PTs on $GTBIF. GLTA The only business in sector repurchasing shares should NOT trade in line with shitco multiples.

$GTBIF $MSOS $TCNNF $CURLF If $GTBIF cashflow priced like avg. S&P constituent's, GTBIF would be $70 - $80 stock. Rough estimate but even at $50, we're looking at a cashflow multiple variance of 10x (see my prev post). This is due to blind selling of various sectors. For ex: many investors would sell all small caps w/o making distinctions. This sector-specific trading misses the unicorns. GTBIF is a potential unicorn. It certainly has a leg up on any other business in the sector from cash generation perspective. Don't worry about short term price action. Ultimately, there is only ONE factor that determines share price apprecation: eps growth and multiples. GLTA.

$GTBIF $MSOS $IWM $TCNNF $CURLF (1) "Volume Precedes Price" GTBIF saw 4x the avg trading vol. yesterday. Bullish. If traders looking under surface, $10+ in a blink of an eye (float eaten up by buybacks and hedge funds - just one ex: Nomura bought 3.4% stake last month). (2) Business for Free Trade for the Ages: Few see that its 50% interest in rapidly growing brand in a booming sector expected to 40x -60x .... .... that 50% interest if one of the most lucrative "business for free" trades I've ever seen. GTBIF even owns warrants on that growth. (3) VS. S&P, GTBIF is $46 stock. Plus trades 3x cashflow Historic near term catalyst (cannabis rescheduling) to add +90% to cashflow (no 280e taxes) No added rev required needed. Just signature by regulators and the CASHFLOW multiple becomes silly (2x vs. 28.15x for S&P). Post-reschedule (no 280e tax) basis, cashflow multiple variance w/SPX is just silly. Priced same way, $GTBIF would be an $80. That's one hell of a variance in relative multiples when GTBIF is set to dominate the fastest growing sector on earth. GLTA. GTBIF could run to $20, and I wouldn't sell. No other business in the sector has the cash generation to roll up the beverage sector growing faster than NVDA's 10yr CAGR (you read that right). Keep buying low. Keep playing chess, not checkers.