RE:RE:RE:RE:RE:RE:RE:Tilray vs US MSO's (Quick Thoughts)I agree, there will be many casualties on both sides, I do think Tilray is the Gorilla on the Canadian side, and CURA in the USA. Both are looking past the domestic bloodbath to growth in Europe. GTII, is very disciplined along with VRNO, but they have chosen to focus stateside (safer at this point in the industry). I wanted an international play so I consisered both Tilray and CURA (thats why you have seen me on this board). Its always good to get different views, at the end of the day we have to pick our ponies. For now, CURA gets the knod in the US and HITI in Canada. I can see synergies with these two and my thesis, as welll as I could synergies with Tilray, so I will remain nimble for sure. I find the discussions help find any cracks that I may have missed, and I hope soemone else may get something out of these discussions as well. We are all here to make money at the end of the day.