Trulieve Cannabis Corp (TCNNF)

[HopeSkeptic]

Rigorous: I am also in both and have been trying to think through the competing models as well. CURA, HRVSF, and others going for the "biggest of all time crown" right out of the gate. That has worked well and had some pitfalls for the big three in CA. I see how that can attract big attention and players, but also dilution, many more operational challenges and risks, an exponentially increasing regulators environment and more. Not to mention, what is the scale of the market and their market share in the 8-10 next states - probably not close to potential of FL and MA combined. *If* cura executes and shows profit close to its guidance next year, that would be impressive, but I appreciate TRUL opportunity to have MA, CA, maybe GA come on line next year as well as FL recreational all while having 1/20th of shares and profitable.