MSOs vs LPs Pre-Election Volume Analysis

With the U.S. presidential election around the corner, I was curious to see what kind of demand the LPs have experienced in comparison to the MSOs. Time and time again, CNBC reports on the Canadian Licensed Producers when speaking to U.S. cannabis legalization/decriminalization, instead of the U.S. Multi-State Operators. As a quick example, Todd Harrison … Continue reading MSOs vs LPs Pre-Election Volume Analysis

A Deep Dive into Trulieve (Part 1)

Disclaimer: While I am a shareholder of Trulieve, I am not publicizing my analysis as means for investment advice. I simply want to share my thoughts and encourage anyone to challenge me where I might be wrong. Feel free to message me on Twitter @PVofFCF if you have any questions. Summary Trulieve is best-in-class with … Continue reading A Deep Dive into Trulieve (Part 1)