Process Capital

Am I just mad or is this a real investment thesis? Who’s to say Most likely outcome is I look at the price of $EXPE LEAP puts and realize my minimum bet size would be a 2-3% position and decide I’d rather buy $TBBB or $QXO convertibles with that money

My GFs immediate suggestion - let’s use $BJ ‘s search feature instead Quick look and Routes has been screened out of those search results. Done deal we’ll use that next time. I’m sure $COST and CCs have similar offerings.

$EXPE A personal experience that doubles as a short thesis

@InvestSpecial @MorenoValue Another reason to set up brokerage link. Appreciate it

@Process_Cap @MorenoValue You just need to tender through your retirement account, and all should be fine.

New odd-lot tender just dropped. A few of these have already worked nicely on SSI this year. This one fits the same bucket. Easy spread, minimal cancellation/amendment risk, and the second similar tender from the same company. Full pitch below👇

@MorenoValue @InvestSpecial Just tough tax treatment for an American investor right?

@InvestSpecial When I saw the estimated paid-up capital barely moved from C$11 to C$10.97 between January’s offer and this one, I knew it was the same playbook again 👀

@TTProcess1 @junglejava1 Unfortunately the attempts to crush the little guy get even more aggressive at that point

@TTProcess1 @junglejava1 Okay that’s super fair! Been following as a public market investor and weed smoker for a few years and think these large scale companies will probably work well Probably get scooped up by big tobacco at some point once their regulatory team is cool with it.

Glass House Brands Announces the Filing of an Updated At-The-Market Distribution Program $GLAS $MSOS globenewswire.com/news-release/2…

@TTProcess1 @junglejava1 Now if somehow management is involved and using that money to keep themselves afloat then it’s a full on fraud and I lose all my investment I don’t think that’s the case which is why I still have the bet on in a size that would hurt if it zeroed

@TTProcess1 @junglejava1 The black market is actually evidence of this cost advantage to me If drug runners can make legit money moving weed coast to coast that’s $GLAS profit in an interstate commerce future. Today this might be helping volumes but I doubt it’s in the $GLAS numbers otherwise

@TTProcess1 @junglejava1 Broke out the hinkie resignation letter a few months ago. Still a lotta gems in there Process is a cycle for sure haha

@TTProcess1 @junglejava1 One of the last shots to get Jojo a ring it seems!

@TTProcess1 @junglejava1 Even Mitt Romney in the midst of a presidential candidacy accidentally had undocumented workers on his properties due to outsourcing to a 3rd party End of the day, that was a short term blip and $GLAS is still a scale grower with some of the lowest costs of production globally

@TTProcess1 @junglejava1 Sixers based investing account to Sixers based investing account - what proportion of agriculture companies do you think could have an ICE raid and be found with a 100% American workforce? The fact it was an independent contractor and they’ve worked to fix it is enough for me