Tilray Brands Inc (TLRY)

[FUNMAN]

Go BIG --->>> As an Aphria shareholder I wasn't in favor of merging/acquiring Tilray. It's accumulated loses and debt far outweighed the perceived benefits.

Tilray's mgmt did just a little less damage to shareholders than ACB did to theirs. But most are being removed as part of the synergistic moves. Aphria's mgmt is taking over 80% of the driver's seat.

The USA MSO's are far better near term investments but there is nothing wrong with becoming the largest brand and pharmaceutical distributor and cultivator in the world, which is just what they are positioning themselves as.

The combined company will already be selling in the EU nearly as much if not more than all but three MSO's. Add their Canadian operations and their revenues will put them in either 1st, 2nd or 3rd.

They don't sell through their own retail outlets, so they are missing out on the retail gross profit margins. That's where the MSO's have them beat profitability-wise.

Irwin D. Simon, Chairman and Chief Executive Officer is a very savvy brand man. For 25 years, Simon had worked to build Hain Celestial Group into one of the largest and most successful organic and natural foods companies in the world. He started it from scratch.

If you study the path he's followed at Aphria, you can see why he wanted to take on Tilray. He's planning to be the cannabis brand-king-of-the-world.

The MSO's are more profitable right now, but legalization is coming. There are already far more independently owned dispensaries in America than the small percentage owned by MSO's of the total by comparison.

There is more than one way to skin the cat. The big 4 USA MSO's are great opportunities right now.

But they aren't even selling just their own produced products.

Tilray isn't an MSO. Tilray is more like The Monsanto Company which was acquired by Bayer as part of its crop science division.

In a few years Tilray's products are going to be sold in a majority of USA dispensaries. Their packaged goods will be marketed by the brand-man. That's the investing rational. Their brands will be sold around the world.

The Sweetwater Brewery will be supplying THC and CBD beverages. The big 4 MSO will have to get them from somewhere.

Green Thumb Industries Announces Launch of Leading Cannabis-Infused Social Tonic Brand Cann in Illinois Ahead of 4/20 Cannabis Holiday

https://investors.gtigrows.com/investors/news-and-events/press-releases/press-release-details/2021/Green-Thumb-Industries-Announces-Launch-of-Leading-Cannabis-Infused-Social-Tonic-Brand-Cann-in-Illinois-Ahead-of-420-Cannabis-Holiday/default.aspx

The MSOs won't carry just one brand. Think of liquor stores.

There is room for a lot of big companies in the $25B cannabis industry especially since the legal industry is still in it's infancy.

As a long time user and much shorter term investor, just sit back and smile while we watch it become one of this generations defining growth stories.

There is more than one way to invest in cannabis. I am in a few of them as some of you know.