Curaleaf Holdings Inc T.CURA

New Poster, Long Cura

[ledzep4u]

Hi Everyone, been in Cura for almost a year and it's my single largest postion in all my portfolios.

Have been in Canadian pot stocks since 2015 and made a 7-figure relaized profit in Canopy up until earlier this year as I was in and out of it a few times, but now totally out and only own Cura.

When I was on the Canopy bullboard, I posted only facts and didn't get into personal attacks. I posted relevant articles and would review their financial statements, as I have a financial background, then provide my opinions. The Canopy bullboard is a total mess and I haven't posted on it for awhile.

I hope to provide this board with relevant articles, opinions and responses to questions. I'm very positive on Cura and am long on it. I've been an active investor for over 20 years and don't, but get married to a stock. I'm long Cura, but if I feel it's no longer a good investment, I sell. I will also sell some of my position if a stock has made me a large gain. 

https://www.marijuanamoment.net/republican-led-bill-to-legalize-and-tax-marijuana-emerges-as-alternative-to-democratic-measures/

GLTA

[Bullknit101]

Welcome aboard. It looks Curaleaf should follow the same initial path Canopy but will end up dominating the world market. I'm long Curaleaf, Trulieve, Green Thumb, Ayr, Verano, Village Farms, Goodness Growth and InMed Pharma.

[ledzep4u]

Thanks Bulk, Cura is my largest overall position and only pot stock. I went all in on Cura after doing my DD. I like the stock because 33% is held by insiders and less than 1% by institutions. Its RSI is currently 45 which is somewhat low so it's oversold. My second and third largest positions are in Bitcoin and Ether spot ETFs (have done well for me). I also have very large postions in oil

[Bullknit101]

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.

[Sampic]

Trulieve will not be able to duplicate the growth they had in Florida in other states as well as abroad.Curaleaf with moves like they made in Europe and the vast network of connections Boris has  all over the world with major heads of industry will put together deals other msos just can't.

[Bullknit101]

Agreed. I like Curaleaf for the following reasons: 1. #1 MSO in Revenue 2. Widest footprint (US, EU) - poised to benefit when legalization happens in 2026. 3. Acquired accretive assets 4. Bojo track record 5. Solid social equity program (B Noble) 6. Aiming to be the Frito Lay or Starbucks of Cannabis 7. Branding 8. Well positioned in NJ and NY for near term growth when those starts start selling

[ledzep4u]

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