Tilray Brands - American Cannabis Update From Jan 15, 24 "Post HHS Memo" Pablo Zuanic
"Only four MSOs have market caps over $1Bn, with the largest (Curaleaf) at only ~$3Bn. So, the upside could be significant.
True, for long-term investors this will be about choosing the right company. Depending on how regs change, some of the Canadian LPs could also have a significant a role to play in the US industry (some of those LPs already do so in Canada and internationally).
So, lots of conviction about the long term. (pg 14)