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Saturday, 03/04/2023 10:19:18 PM

Saturday, March 04, 2023 10:19:18 PM

Post# of 21240
Is there an unbiased argument as to why SHWZ is the best managed business in the industry.

I like the fact that they are not taking any more debt, and according to Dye, have 7 million in cf for last year minus acquisitions.

I went over GTI’s numbers, and the way they get that much cash flow is writing off or writing down the value of acquisitions. Is that going to be a better strategy that organic expansion.

If NM has 700 stores by end of year, how much revenue does SHWZ need to bring in for a ‘growth’ company. Is it better to stop expanding and writing down the value and become immensely cash flow rich, just like GTBIF?
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