If I need a career in tax law just to understand the largest liability on your balance sheet, then your company isn't for me.

Share Count growth vs Revenue growth vs aEBITDA growth from FY 2021 to FY 2024. Only Green Thumb Industries (GTI) and AscendWellness grew revenue/aEBITDA faster than they diluted they shareholders over the timeframe. Many saw severe dilution with minimal results to show for it

$GTBIF

Little outdated but still relevant. IL dispos as of Aug 2024. illinoisdispensaries.netlify.app

Remediating your weed is:

Quarterly share based comp of $10.3M has to be a record for the cannabis industry. Probably a record for a company down 50% in a year as well.

Might be too depressing to update this

Saw a post for Rythm THC Beverages from someone that works at a beverage distributor in IL

If you are a major MSO, it’s probably best not to include all your proprietary SOP’s on an application that can be foia’d.

I used to applaud $GTBIF for paying its taxes, but the more I think about it the dumber it sounds. If short term treasuries are yielding over 4%, just hold a cash reserve instead of giving your money to the irs. If there is a probability they won’t come after you, don’t pay 280e.

I’ve been seeing a lot of Zen Leaf meta ad’s, and their strategy to get around meta prohibiting cannabis ads seems rather straight forward. They don’t mention cannabis anywhere in the ad or on the website that you get redirected to when you click the ad. Instead, the ad takes you

I think states adopting hemp frameworks similar to this bill proposed in IL represents the bull case for the $GLASF hemp opportunity. It would put their hemp products on dispensary shelves right next to legal cannabis products at a fraction of the cost. In states like IL where