

Reasonus4
10.8K posts

@reasonus4
Analyzing markets, policies and participants.






Most accurate trader I follow made $GTBIF a top Q2 2025 pick. He anticipated $RYM & Senorita acquisitions transformative for GTI. He was right. Cannabis beverage sector = fastest growing market on earth. $RYM reported +140% growth from PRIOR quarter. But $RYM still expensive (# of shares much higher than trading platforms list). But RYM’s hyper growth is free w/ srs of $GTBIF or $MSOS. GTBIF is a rare opp: 👉 Legacy business growing rev (modestly but still growing) 👉 4x CFFO (3x post S3) vs. $SPY 28x 👉 Best BLS sheet in entire sector 👉 49% interest in RYM’s hyper growth is FREE 👉 Proven management Part of @real_techvested bullish thesis is GTI’s bls sheet more flush than competitors, GTI can outbid for additional brands or scale winning portfolio faster. GTBIF is a helluva buy. A compounder with a (not so secret) growth engine for free. $20 value available for $6.50 is nuts. Won’t last. $MSOS is full of such cashcows w/software margins + rapid growth for free. Ex: $CURLF expanding margins due to rapid international growth (+68% rev growth YOY). Ex: $TCNNF 60% margin, 3x CFFO Don’t underestimate @rivers_kim - will reward shareholders w/winning brands in bev. race (THC drinks only hyper growth sector of next decade). $MSOS is full of such unique cashcows w/rapid growth options for free. Thus a $20 min stock based solely on CFFO and much higher on FWD basis. Rescheduling less relevant by the day - real bullish thesis: intl + beverage hyper growth - trends which MSOS constituents benefitting from. $CRLBF $SNDL $VRNOF $CBSTF $CGC $TLRY $GLASF $HITI $IWM

BREAKING 🚨: S&P 500 $SPX headed for its first close below the 200-day moving average since May 📉📉


Israeli forces tearing out olive trees in the village of Ein Yabrud, east of Ramallah.




BREAKING: Iranian missile has hit the BAZAN oil refinery in Haifa




