RE:RE:New Poster, Long CuraBullknit101 wrote: Question for ledzep4u. Trulieve and Verano has positive cash flow and have great valuations. What reasons did you choose Cura over those 2? Do you foresee Curaleaf becoming profitable soon? What's the bottom line as to why you favor Cura out of all the MSOs (besides having the largest sales number) thanks.
Thanks Bulk, some of the other posts have answered most of the question, but I'll add a few.
1. They are incredibly vertically integrated (from seed to shelf).
2. They are in a large number of states
3. I really like Boris and his track record to date
4. Europe (750 million people). That's over 2X the size of the US. They tend to be more liberal minded so once one country, like Germany, opens up to rec., the rest will follow quickly. They will also realize the tax advantages of legal, versus none they get from the ilegal market.
You can find a number of reasons to love any one pot company, but my own DD tells me Cura. If I was to start buying more than one pot company, then I would just buy the CNBS operated by Tim Seymour, who I respect very much in this space.