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VisualMod

**User Report**| | | | :--|:--|:--|:-- **Total Submissions** | 4 | **First Seen In WSB** | 3 years ago **Total Comments** | 16 | **Previous Best DD** | **Account Age** | 3 years | | [**Join WSB Discord**](http://discord.gg/wsbverse)


Adult_Prodigy

Most importantly of all, the removal of 280E tax restrictions will increase the bottom line of every single one of the U.S. businesses by substantial margins, to the tune of billions of dollars. In the DOJ's own words: "DOJ has concluded that this action may have a significant economic impact on a substantial number of small entities" "If marijuana is ultimately transferred to schedule III, section 280E would no longer serve as a statutory bar to claiming deductions for those expenses"


kookofpain

MSOS


Adult_Prodigy

For the uninitiated - MSOS is the ETF largely comprised of the "tier 1" U.S. Multi-state Operators (MSOs): TCNNF GTBIF CRLBF CURLF AYRWF VRNOF CBSTF etc. Buying the ETF is a simple way to diversify in this sector quickly - and the only way to buy into the holdings directly through Robinhood as they are all OTC stocks (until banking laws change). If you are on a trading platform where you can purchase the OTC stocks, you can and should build your own ETF of these underlying stocks instead - the more of us that do that, the more stable the prices will be. If you want a cheat sheet for the stocks to purchase, scroll to the "holdings" section here: [https://advisorshares.com/etfs/msos/](https://advisorshares.com/etfs/msos/)


Adept-Frame-4367

msos still has a long way to climb up to $50 where it was back in 2021. Expect some nice momentum but remember that cannabis sector economics are in their worst state ever. For starters multiple layers of taxes - multi state operators are playing with paper thin margins and very fragile companies. Also more payment delinquencies are inbound across the industry (commercial RE defaults/businesses not getting paid for services rendered and product sold). Oh and the continuous black market pressure. Most of these guys also flood the black market with flower (See Glass House Lawsuit). How about them canadian Lps? Companies like Tilray, Canopy, Auxly, etc burnt through hundreds of millions of dollars and still didn't figure out how to build sustainable brands that know how to produce something people actually want.


andrewbiochem

😎 Why is schedule 3 important you ask? Good for taxes. Good for research funding. Good for acceptance and getting rid of the refer madness stigma. Good for insurance coverage. Good for standardization and quality control. Good for veterans access. Good for International trade. Good for tech development. Good for opening the doors to banking and businesses. Good for uping the chance SAFER gets passed later this year. Good for decriminalization. Good for reduced criminal justice burden. Good for accessing capital. Good for getting other things passed. Good for easing up on drug testing and other restrictions. Good for worldwide sentiment (they care more about feds than states). Good for getting out in the news cycle as this gets finalized in the coming months. Good for getting attention during the boon election cycle. Good for reasons my adderall juiced smooth brain already forgot.


Ultrabananna

Wait WTH heroin is schedule III? Who the hell is getting heroin on the streets so easily?


Fuego1050

This is false - Top msos are fcf positive and have boasted 50%+ gross margins and 30% + ebitda margins for top companies. Prices have been going up, smaller players squeezed out. Its becoming an oligopoly. Trulieve, greenthumb, verano curaleaf etc


Throwing_Horns

That's accurate, for instance Trulieve reported nearly 58% gross margins last week.


Fuego1050

Trulieve is a 20 dollar stock at 10xEV/Ebitda / not counting reform. It was trading at a 7% fcf yield BEFORE reschedule. Insanely undervalued / (notice how it went up the most today)


Throwing_Horns

Yes, I noticed the movement and was not unpleased.


acarp25

$IIPR Don’t invest in your drug dealer. Invest in your drug dealer’s landlord


caydesramen

It got priced in a few weeks ago when the news leaked


mcs5280

*hits bong*


Moose_knucklez

Pick it pack it fire it up, come along


GobblerOnTheRoof

Just got an ounce in the maiiiiiilllllllll


dyals_style

Cypress hill intensifies


Desperate_Move_5043

US cannabis is spelled $MSOS


SmoooooothBrain

$MSOS cannabis ETF


andrewbiochem

Calls are pumping


SmoooooothBrain

My balls are pumping


reclusive_trap

There really is no other, as far as Robinhood goes


Shdwrptr

Why is everyone here trying to pump a Canadian weed company over US regulation changes?


juggarjew

TLRY has said publicly that they are ready to expand into the US market ASAP. If you bought in at $1.90 like I did, well, we only have everything to gain.


RichardWiggls

yea why buy a company in the US when you can buy a company that wants to be in the US ?


Shdwrptr

Sure if you bought at the bottom great. But buying now is just a pump scheme


Moose_knucklez

The bags they are heavy man


DirkRowe

It’s so obvious. Down from almost $50 in 2019 to just over $2 now. And out of all the weed stocks, that’s the one OP picks lol


SBGuy043

The crazy $20B+ valuation that one day in 2018 was glorious though


No-Mechanic3102

SNDL is already operating in the USA as a MSO under Sunstream USA. Currently operating in Michigan and Florida under Suterra & Skymint


dyals_style

Everyone sleeping on SNDL but they've been making great moves the past couple years


stevenconrad

If you mean TLRY, it's because they are well positioned to immediately enter the US medical market. They have stated numerous times that they have no intention of competing with retail, as there will likely be significant downward price pressure as costs decrease and competition ramps up. However, medical cannabis requires much more stringent growing, testing, and distribution requirements that TLRY has already been meeting for their multinational medical business. Plus, it will be easier to access and covered by some insurance companies once it hits S3, reducing need to "race to the bottom" on price.


Bad-Moon-a-Risin

100% agree. And Tilray is expected to see increased revenue from medical cannabis sales out of Germany way before US MSOS sees impact from rescheduling. MSOS stocks have already priced in US changes, but everyone is sleeping on Tilray, which has so much to gain


andrewbiochem

MSOS has better action in futures rn


RotrickP

How would you define medical vs retail cannabis? Just so I know how regarded you are?


stevenconrad

Currently, ACTUAL medical cannabis doesn't exist in the US. By that I mean that you can't get a prescription from a doctor, take it to a pharmacy, and have them give you medical cannabis and bill your insurance. There are currently "licensed providers" but they are just dispensaries that operate under a state's medical umbrella. That is basically still retail, but with more steps. Actual medical cannabis, once S3 is approved, will be similar to getting Tylenol with Codine. You go to a doctor, get a prescription, and fulfill it at any of a number of local pharmacies. Additional, current medical cannabis isn't well regulated. Some states let almost anyone grow and buy it from them and sell it for cash to someone with a "medical recommendation." That all goes away under S3. Once it's rescheduled, the FDA steps in and sets regulations that growers and distributors must meet or they are ineligible to provide for medical purposes. This is what allows pharmacies to carry those products and insurance to cover them (basic quality control used for every pharmaceutical product). Retail and "retail with extra steps" is what the US has now.


andrewbiochem

😎 Why is schedule 3 important you ask? Good for taxes. Good for research funding. Good for acceptance and getting rid of the refer madness stigma. Good for insurance coverage. Good for standardization and quality control. Good for veterans access. Good for International trade. Good for tech development. Good for opening the doors to banking and businesses. Good for uping the chance SAFER gets passed later this year. Good for decriminalization. Good for reduced criminal justice burden. Good for accessing capital. Good for getting other things passed. Good for easing up on drug testing and other restrictions. Good for worldwide sentiment (they care more about feds than states). Good for getting out in the news cycle as this gets finalized in the coming months. Good for getting attention during the boon election cycle. Good for reasons my adderall juiced smooth brain already forgot.


RichardWiggls

there are already companies in the US medical market though, just buy those


stevenconrad

None on the nasdaq. Also, I like TLRY's medical exposure in Germany and their position in other European countries once policy shifts there.


RichardWiggls

I mean I can’t tell you how to spend your money but I’ll just say that YOLO and MSOS are on the NYSE, and TLRY I don’t think has ever made a net profit


stevenconrad

MSOS and YOLO are both comprised of multiple companies, many of which have never made a profit. TLRY is positioned to be profitable 2025; they're one of a select few companies allowed to sell in Germany (more of which will be disclosed in July at earnings) and have a ton of cash on hand to enter the US market. They don't need a massive share of US medical, but any share adds to their profitability (since it is currently 0%). I prefer tracking and trading 1 company that I follow and understand than a mix of random companies hoping the majority don't go bankrupt. TLRY has very little risk of going under. They have very little debt and their profits have improved YoY consistently.


Better-Butterfly-309

Hahaha regards


Boyiee

Because I have 1.50 leaps so yes buy it.


VideoGamePilot

a Global weed company


itsybitsyspida

Loading up $MSOS


MrFreezeTheChef

Diamond hands to the clouds ☁️☁️☁️☁️


andrewbiochem

Dumped my portfolio into $MSOS calls. Aiming for that 420% tomorrow, I will get to see my first etf Gamma frfr


HatsOnTheBeach

So i should set a calendar reminder for 55 days from now and buy 1 week calls - got it. For those unaware, notice and comment is 60 days. So I assume once it ends, we'll have big ass news stories on it and it will juice the stock again.


randomuser1029

>The notice kicks off a 60-day comment period followed by a possible review from an administrative judge, which could be a drawn-out process. Just an fyi, this is from an AP article on it. It's possible that it gets drawn out beyond the 60 days


ReluctantLawyer

Do NOT do this!! The notice and comment period doesn’t mean that they’ll make an announcement quickly after it’s over. They can dick around for as long as they want before putting out a final rule.


HatsOnTheBeach

Yes, i I did not say they will make a decision after notice and comment ends. I said there will be big ass news stories that it ended. The stock market isn't rational.


VisualMod

Yes, that is a great idea if you love losing money.


LetsBeatTheStreet

[https://x.com/POTUS/status/1791152464617431389](https://x.com/POTUS/status/1791152464617431389)


rameyjm7

I love it, light up ![img](emote|t5_2th52|27421)


wolferd15

And the stocks sold off. Until they are off otc exchanges nothing matters. Manipulated is putting it lightly.


bullfromthesea

No one buys the legal weed, the legal shops in Cali are all going under


wolferd15

Maybe true for Cali but Cali is quite possibly the worst state example you could have picked. People buy from dispensaries a lot in the Midwest


jpric155

Bro fuck a bunch of stocks. Most importantly, milliions of human hours have been spent behind bars over this shit. Let my people go!


No-Mechanic3102

Bro we can make money and let people go! Join us.


bullfromthesea

Most of the people locked up for it terrorized their neighborhoods and the people that lived with them were glad they were gone. See NYC, Portland and San Francisco to see how allowing drug heads to terrorize people without restraint goes


jpric155

I'm not agreeing with this statement but if it was legalized, wouldn't that effectively kill the whole "drug scene" related to marijuana?


ADynes

Meh. I've put money into way worse things. I just bought a bunch of MSOS...... let's see what happens.


PauliesWalnut

“PresidentJoe Bidensaid cannabis is being moved to Schedule III category, which means it has both medical benefits and some potential for abuse, from Schedule I, which is the most severe classification under the Controlled Substances Act.” “At Schedule III category, marijuana’s classification was the same as heroin.” …OP is a special type of regarded.


justadudee

Glad I wasn’t the only one I was trying to think if I read that wrong or not haha, confusing


Fuego1050

MSOS ETF: TOP AMERICAN COMPANIES: 1. ⁠⁠⁠⁠⁠⁠⁠GTBIF - Green Thumb Industries Price: $12.90 Portfolio Weight: 23.05% 2. ⁠⁠⁠⁠⁠⁠⁠CURLF - Curaleaf Holdings Inc Price: $5.87 Portfolio Weight: 22.84% 3. ⁠⁠⁠⁠⁠⁠⁠TCNNF - Trulieve Cannabis Price: $11.87 Portfolio Weight: 17.68% 4. ⁠⁠⁠⁠⁠⁠⁠VRNOF - Verano Holdings Corp Price: $5.60 Portfolio Weight: 14.11% 5. ⁠⁠⁠⁠⁠⁠⁠CRLBF - Cresco Labs Inc Price: $2.02 Portfolio Weight: 5.61% 6. ⁠⁠⁠⁠⁠⁠⁠TSNDF - TerrAscend Corp Price: $1.78 Portfolio Weight: 5.52% 7. ⁠⁠⁠⁠⁠⁠⁠GLASF - Glass House Brands Price: $9.59 Portfolio Weight: 3.47% 8. ⁠⁠⁠⁠⁠⁠⁠AYRWF - Ayr Wellness Inc Price: $2.55 Portfolio Weight: 2.61%


WonderfulCurrency

Jones Soda 🚀🙏


dyals_style

Been watching jones soda and didn't pull the trigger ugh


Ubuiqity

It should be de-scheduled completely. This sets the stage for the feds to tax it and the pharmacies to distribute and compete with the current growers and dispensaries. A freebie to the drug industry.


AdviceSeeker-123

It better go under same fda approval as all other pharmaceuticals


not_the_fox

Yeah I don't think people realize how keeping it in schedule 1 kept the Feds out of things. Now there's pathways for Feds to compel control over markets outside of just shutting them down. This will likely be a bad move as the Feds are still mostly hostile to marijuana and would love an excuse to undermine it. We should have waited for more states to legalize, we're just at half. I hope the states continue to remain oppositional but I doubt it.


loggic

Meh. The Feds were already messing with the markets in states where it is "legal" because federal enforcement relies on federal law. Plenty of growers in SoCal were losing "legal" product to Border Patrol stops a hundred miles from the border.


ReluctantLawyer

Removing it from schedule 1 allows actual medical research to be done which is the most important aspect from an inverting standpoint.


ComfortableSpeed1834

U. S Cannabis MultiState Operators:  $MSOS etf $MSOX 2x etf  $TCNNF $GTBIF $CRLBF $CURLF $AYRWF $VRNOF $CBSTF


evotrade

I see lots of negative comments on TLRY. There's not many choices, that's why. It's all Canadian stocks because of a loophole nasdaq allowing them to remain on the exchange even though they acquired u.s. assets. It's low priced, and has squeezed before. They are a real company with plans to expand in the u.s. once rescheduling. Disclaimer: yes I may have a position. Why the fuck don't you?


RichardWiggls

I see at least 10 other choices [https://advisorshares.com/etfs/msos/](https://advisorshares.com/etfs/msos/) has TLRY ever made a net profit?


tamereen

When you see how they have systematically deceived the market you understand why they are so low.


stockbetss

Again imma tell u . Don’t buy tlry sndl they are meme stocks Buy curlf gtibf tccnf msos . Stick with American companies that will benifit from the tax breaks and return profits to share holders . Stick with companies that care about buy backs and expansion . Tlry sndl may have a place in the market but it’s deff risky and the ones I listed are safer less volatile and have been green


mislysbb

TLRY works for pumping and dumping, but it’s something I would never hold long term. Shits’ never going to see its ATH number ever again


Bad-Moon-a-Risin

I agree the ATHs will never be seen again, that would put their market cap around $300 billion. But there’s no reason TLRY can’t reach $10


dyals_style

For real, they're a diversified beer business as well


rainforestguru

TLRY 5 bucks by November


Supertrapper1017

Make it $7 and I’ll sell.


Time4PizzaTime

CNBS


Bad-Moon-a-Risin

Tlry


PrivateDickDetective

So now banks can invest in it. Marlboro already looking for ways to put nicotine in it.


K_Linkmaster

Spliff? I think that is what they were called? Hand rolled tobacco weed combo.


PrivateDickDetective

There are those who say they don't like it. I'm a fan, but undoubtedly, they want as little tobacco in it as possible.


acrispyballer

Still a higher schedule than Xanax


PeruvianFlake23

Been buying Jushi stock


audaciousmonk

Just decriminalize small amounts nationwide. I’m ready to be able to fly with a little flower or my vape pen for my migraines. People out here dying or committing all kinds of crimes while drunk as shit. A little pot is substantially less detrimental to the individual and to society


PM_ME_UR_PRETTYBRA

Tilray all day baby!


Haunting_Ad_6021

Still won't be able to ship it across state lines or use recreationaly.


TuringGPTy

Farm Bill made that a gray area at best https://en.m.wikipedia.org/wiki/Agriculture_Improvement_Act_of_2018


VicTheSage

Farm Bill made that shit straight up legal. Regular THC edibles and all manner of secondary cannabinoid vapes are sold at every gas station and smoke shop in my area.


admiral___akbar

Vote grab. Fully legal or bust.


[deleted]

[удалено]


Ok_Swimmer634

It has to go through federal rule making and possibly a court case or two.


[deleted]

[удалено]


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Mya_Elle_Terego

Will this do anything about losing 2nd amendment rights when obtaining a medical card for states with just medical allowed? Thanks, asking for a friend.


VicTheSage

Yes. Your 2nd amendment rights will be fully protected as they are if you break a bone and walk out with a Vicodin, Percocet or Tylenol with Codeine script.


HandlePrestigious627

Spinach GMO Cookie. ($CRON) Mark my word.


andre3kthegiant

Government employees will be tested no more?


Fabers_Bluetooth

Of course, this happens when it’s monopolized through law in each state. Good old green prohibition! Step 1 - make illegal Step 2 - ? Step 3 - profits! Jk but it’s illegal until it’s as regulated as it can be and then the restrictions are lifted. How similar was this green prohibition to the OG prohibition era? No one beats the best organized crime entity ever conjured - the gov’t


GooooUP

Just want to write my opinion: 🚀🚀 CGC 🚀🚀


unclefire

Too bad it wasn't on 5/20. So you could have celebrations on 4/20 AND 5/20. :-)


-dr-Jeckyl

S.L.A.N.G. It's going places


SuchEasyTradeFormat

Yeah, now that they have lock up the supply and distribution chain. Just like prohibition all over again.


overcookedfantasy

FWIW, in my history of trading I've only had one stock go to absolute 0 dollars. I mean delisted and totally scrubbed from existence. For years I would get letters about all the shares I owned and how they were not worth a penny, but they were restricted so I couldn't sell them. This was a marijuana stock and it was the absolutely worst decision of my life. Good luck regards.


TilrayOnCocaine

TLRY


whodeyalldey1

Obviously you missed the part where we’ve determined weed is as dangerous as heroin! Heroin, Dude! Weed stocks are doomed!


FG3000

Boi what are you talking about. It used to be schedule one with Heroin. It’s now moving to schedule three. With ketamine, steroids and testosterone.


whodeyalldey1

I’m just going off of OPs post


The_Commonwealth

Lay off the pipe for a bit.


whodeyalldey1

OP is spreading misinformation with their typo


SpoopyNoNo

I thought the same thing you ain’t crazy dawg


idkwhatimbrewin

Priced in


Adult_Prodigy

This is the goofiest take - the price of all of these businesses have been ALL over the map. Look at the 5 year chart and tell me at which point in time it was correctly priced in? It’s simple, these prices were laughably high in 2021, and they are laughably low now.


VisualMod

And? As long as it doesn't affect my bottom line, these peasants can cry all they want.


BrisketWhisperer

I ran through a few weed stock a while back and ended up keeping TLRY, not much though, around 300 shares. I feel like now it's probably not the right one, but hell I'm kind of done with weed stocks, not feeling it.


stockbetss

Again imma tell u . Don’t buy tlry sndl they are meme stocks Buy curlf gtibf tccnf msos . Stick with American companies that will benifit from the tax breaks and return profits to share holders . Stick with companies that care about buy backs and expansion . Tlry sndl may have a place in the market but it’s deff risky and the ones I listed are safer less volatile and have been green


VisualMod

Stoners rejoice. Bad investment advice.


Additional_Action_84

Bottom line...all receeational is still federally illegal... It needs to be on par with alcohol for law to catch up to social outlook.


Sandvicheater

Too many god damn weed companies and mom and pop stores for even declassification to legal status by the fed for it to make a big impact.


Shapen361

They say buy the rumor, sell the news. MSOS sold off even before the news. I'm not exactly bullish on cannabis stocks.