Trulieve Cannabis Corp (TCNNF)

[GE_Jim]

Yes, they do “Business fundamentals matter...” For that matter they always have. This was a very good post. Loaded with factual detail and if viewed with only with the loss of fundamentals and the Harvest buyout, it would lead one to explain the what was. However, there is more. The frenzy that occurred back in 2020 and early 21 in that very new sector of MJ created a shoot first, ask questions later as everybody wanted to capture what they thought was a proper amount of “turf” to work from. The business models and cash management were done in a rush, fomo was the concern. The Harvest buyout was a very poor business decision, and if the management were to be asked today, I think they would be lying if they said it was. Still, the story isn’t complete yet, many thought it would be by now and that would have also been factored back then. We still are waiting on SAFE and MJ being FED legit. If you factor both coming in, “at some point” then I would also think a person’s thought process would believe those to have a major factor into all the stocks in this sector. Nobody has to agree with me but I think those items will provide a rekindling of sorts. Anyway all IMO.