RE:RE:The more Shorts the more haters on TLRYUS MSOs have enjoyed their highs and seem lows much the same as the Canadian LPs.
In my view the MSOs have yet to see the challenges of real competition in the marketplace like that seen in Canada. Once legalization in the US takes hold there will be an increase in Cannabis companies and existing MSOs are going to first compete on price at the cost of margin . The inefficient MSOs will die off and those who adapt will survive.
Canadian LPs are close to the end of this cycle already with many players who handled their cash flows poorly being absorbed into those who handled cash more wisely.
Upon US Legalization I am expecting Tilray Brands (as well as Canopy Growth) being two companies (at least) that establish US Operations quickly and, due to their efficiencies, being able to compete in the US market space and win.
Smart Money can be measured over time. Sometimes "smart" makes money daytrading or swing trading. Sometimes "smart" can mean holding tight and simply being patient. Either way the market decides future winners and losers.
GLTA