Green Thumb Industries Inc (GTBIF)

[HopeSkeptic]

Funman - good analysis of Trul and GTI - I am liking the approach of both. GTI seems to be scaling with a reasonable eye costs - but when will they project net profitable? I like the 13 analyst thing - that caught my eye - more potential for institutional money? Trul is looking to expand via acqusition accd to their conf call. They are well positioned with cash to buy companies on really good terms and only accretive to earnings. Hinted may happen before Dec 31. Fla domination for Trul is a huge advantage as well - over 50% of the market. 240mil annual rev and 1% market penetration overall there and 2020 ballot initiative to go full rec with 30 million visitors per year. Its fun to be in both and to see best of class mso separate.