The Train Guy | Building A Biz While πŸ’ΊπŸš† (@thetrainguynyc) 's Twitter Profile
The Train Guy | Building A Biz While πŸ’ΊπŸš†

@thetrainguynyc

Commuting by train to work & building a business from the πŸš‚ | | Here to chat about brands and what everyone is doing right/wrong

ID: 334072346

calendar_today12-07-2011 14:49:59

1,1K Tweet

200 Followers

841 Following

The Train Guy | Building A Biz While πŸ’ΊπŸš† (@thetrainguynyc) 's Twitter Profile Photo

Great for $GTBIF in Minnesota. Seems like late Summer or Fall conversion to adult use + wholesale opportunities pick up. forbes.com/sites/benjamin…

Framer University (@learnframer) 's Twitter Profile Photo

πŸŽ‰ Introducing: Animated Gradient Background for @Framer. Copy and paste into your project, select style from 6 presets or customize your own. Retweet and comment "GRADIENT" and I'll send it.

The Train Guy | Building A Biz While πŸ’ΊπŸš† (@thetrainguynyc) 's Twitter Profile Photo

$XYZ always the worst sentiment but again another good quarter. Margins way up ⬆️ Cash app GPV has bottomed and headed back up ⬆️ Square International GPV growing rapidly πŸ†™ $10b in cash at quarter end (1/5 of market cap) $10.2b gross profit guidance for 2025 πŸ‘πŸ½

$XYZ always the worst sentiment but again another good quarter.

Margins way up ⬆️ 
Cash app GPV has bottomed and headed back up ⬆️ 
Square International GPV growing rapidly πŸ†™
$10b in cash at quarter end (1/5 of market cap)
$10.2b gross profit guidance for 2025 πŸ‘πŸ½
The Train Guy | Building A Biz While πŸ’ΊπŸš† (@thetrainguynyc) 's Twitter Profile Photo

FYI, down 5-6% right now for $XYZ means nobody believes the numbers are bad. All psychological. And to kill calls. This heads back above $95 by Q1 earnings.

The Train Guy | Building A Biz While πŸ’ΊπŸš† (@thetrainguynyc) 's Twitter Profile Photo

With 67 stores in Florida, Ben Kovler should look to seize $AYRWF FL operations, re-brand to Rise, and create the 2nd largest distro footprint in Florida behind Trulieve. $GTBIF would be able to fund an acquisition and a πŸͺ΄ capacity buildout with cash-on-hand + cash flow.

The Train Guy | Building A Biz While πŸ’ΊπŸš† (@thetrainguynyc) 's Twitter Profile Photo

Looks like absolute endless pain by 1,000 paper cuts for $GTBIF while the government sits around and does absolutely nothing, 20 months after the *binding* HHS recommendation and report. A complete joke.

The Train Guy | Building A Biz While πŸ’ΊπŸš† (@thetrainguynyc) 's Twitter Profile Photo

There’s no reason $GTBIF Ben Kovler should be paying taxes this Q and next, instead of aggressively buying back stock. They’ve bought back at 2x price and fundamentally the business is stronger. Should also use the money to team with ondrugs and sue the DEA.

The Train Guy | Building A Biz While πŸ’ΊπŸš† (@thetrainguynyc) 's Twitter Profile Photo

Under rescheduling and removal of 280e tax, $GTBIF is trading at….. a p/e of 9. The only sector where the bellwether has the lowest multiple (by a landslide).

The Train Guy | Building A Biz While πŸ’ΊπŸš† (@thetrainguynyc) 's Twitter Profile Photo

Prolly the only meaningful headline in the past 5 months. 1. Trump tried to make him AG. Respects Gaetz. 2. Trump loves his FL people. FL folks ARE on the inside. 3. Gaetz gives direct thanks to trumps leadership on the issue…..sounds like off the record convos have happened.

The Train Guy | Building A Biz While πŸ’ΊπŸš† (@thetrainguynyc) 's Twitter Profile Photo

I’m not entirely sure why Ben Kovler $GTBIF haven’t announced an increase to the buyback. On the off chance you get a cancelled ALJ hearing and straight to final rule, you are ready to buy mercilessly.

The Train Guy | Building A Biz While πŸ’ΊπŸš† (@thetrainguynyc) 's Twitter Profile Photo

$GTBIF is the only name that is close to institutional-grade in regards to balance sheet, margin profile, future prospects, operational chops. If positive regulatory news comes, expect this to be the belle of the ball. $MSOS

The Train Guy | Building A Biz While πŸ’ΊπŸš† (@thetrainguynyc) 's Twitter Profile Photo

$FARTCOIN now has the same market cap as $GTBIF and 75% higher than $TCNNF. Congrats to shareholders here thinking that investing in real companies was worthy of your dollars. You played yourself.

The Train Guy | Building A Biz While πŸ’ΊπŸš† (@thetrainguynyc) 's Twitter Profile Photo

Look no further than the valuation disparity between $CRON and $GTBIF and the comparative financials, to realize $MSOS is the biggest scam in the industry. Advisorshares are puppets (and crooks themselves) to the quant hedge funds pilfering the industry on the OTC. Disgusting,