Post by
BadgerUSA on Nov 11, 2020 9:09pm
Take aways from conference call
All the Companies have a general plan. Choom did not have quite the meat behind it that Hitide and F&F had. Choom is looking at doubling there store count over the next 2 years targeting 32 stores. Hitide and F&F are already over double that now. Imagine where they will be in 2 years. F&F deal with Couchard and their 16000 Circle K stores could be massive. Build outs of only 600 sq feet in high traffic locations is huge. They would be like the fast food stores you see attached to gas stations all over the United States. That is a brand building juggernaut.
Comment by
AfroSamurai on Nov 11, 2020 11:00pm
Im happy you took a look at FAF! The potential there is massive and I have so much confidence in it. Great company
Comment by
BadgerUSA on Nov 11, 2020 11:18pm
Hedging myself in this category. Choom by far the most risky position I have. Also bought a few thousand Medmen just because I think they will be bought.. Positions in Harvest health. Curaleaf, and Trulieve I consider to be my solid players. Just added FF and HiTI and will be adding more. Think they will join my solid players list.
Comment by
Nanardude on Nov 12, 2020 9:59am
dont forget GTII. Just released best quarter ever.
Comment by
Doupahorse on Nov 12, 2020 10:12am
Need a masters day run for choom go tiger
Comment by
Investore on Nov 12, 2020 10:21am
Good presentations - I like the part Choom mentioned about opening hub and spoke stores for future delivery vs a large store counts... so many retailers have made the mistake of opening too many stores. Makes the Phivida Aquisition make sense