Replies to post #20318 on Medicine Man Technologies Inc (SHWZ)

[In Plain Sight]

Some signs that the thesis often discused here is catching on:

There are eight US operators that generated positive tax-adjusted operational cash flow in 2022. Through June 30th, an equally weighted basket of these eight names is +9.66% and outperforming $MSOS by 30.40%. $GTBIF $MRMD $SHWZ $VEXT $PLNHF $TCNNF $GRUSF $CXXIF 1/2 pic.twitter.com/FaNMy3ZXUR

— Jesse Redmond (@jesseredmond) July 5, 2023

This may suggest investors are focusing on less speculative names. As Abner Kurtin told me, “In this environment it’s not about finding the stocks that will go up 200% rather than 150%, it’s about avoiding the ones that will go to zero.” 2/2

— Jesse Redmond (@jesseredmond) July 5, 2023