Gojo

237 posts

Gojo

Gojo

@GojoInvests

Tham gia Şubat 2026
35 Đang theo dõi6 Người theo dõi
Gojo
Gojo@GojoInvests·
The good new is $MSOS isn't crashing 20% just because $SPY goes down 1% anymore
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Anthony Martinelli
Anthony Martinelli@AMartinelliWA·
A Vermont bill to double marijuana purchase and possession limits while allowing cannabis events and deliveries was approved today by both the Senate Committee on Finance and the Committee on Appropriations, sending it to the full Senate. themarijuanaherald.com/2026/03/vermon…
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Dougie Kass
Dougie Kass@DougKass·
@TheStreet @TheStreetPro The Business Media Has Failed You * Not providing two way discourse/debate (and relying on formulaic programming) has prepared investors poorly for when the halcyon days are over and the tides starts going out... "So much for objective journalism. Don't bother to look for it here--not under any byline of mine; or anyone else I can think of. With the possible exception of things like box scores and race results, there is no such thing as objective journalism. The phrase itself is a pompous contradiction in terms.” ― Hunter S. Thompson, Fear and Loathing My comments below should be a familiar refrain for those that follow me on Twitter and elsewhere... Hubert Humphrey once said, "Freedom is hammered out on the anvil of discussion, dissent, and debate." The same applies to the generation and display of ideas -- in this case, market, economic and company views/outlooks. They are best presented and hammered out in disputation. The business media, especially Fin TV, has once again failed to properly serve their most important stakeholder - their viewers and readers. Journalists best serve their constituents by providing balanced and objective reporting. It is especially important for the media to always inject a degree of skepticism. This is even more important when the tide is coming in and the salad days of bullishness (come euphoria) are upon us. The media should do so to prepare for the inevitable downturn in fundamentals, stock prices and investors' sentiment. It is also important for journalists to remain independent of view and to not have personal relationships (or the desire to have access) with company managements to influence their views. (Salesforce  ($CRM) , ServiceNow  ($NOW)  and Nvidia  ($NVDA)  come to mind!) The business media has not provided this service. Instead, formulaic programming offers up the same (day after day) uber confident and non objective "talking heads" and their ever superficial "analysis" that is miles long but only inches deep (by practitioners who would never even qualify for interviews as analysts in any serious hedge fund and who never met a market they did not like) -- and, too often, are not supported by rigorous analysis or investment process. My comments are not intended to be ad hominem, they are (like Meet The Press' Tim Russert was) fact based - taken from archived videos and interviews. Without time stamps, guests and panelists in the business media are not held accountable. (Worse yet, they are too often filled with hubris). Case in point, a panelist on CNBC's Halftime @HalftimeReport , who, in the last three years, has endorsed only three specific stocks as his foundational, "forever" and largest holdings - Alibaba  ($BABA) , Moderna  ($MRNA)  and UnitedHealth  ($UNH) : * $BABA missed last night and the shares are -$7 overnight - the shares have receded from $192 to $128 (he has recommended all the way down - as recently as two weeks ago Trade Tracker: Steve Weiss buys more Alibaba ) * $MRNA dropped precipitously from $500 to a low of $22 (now $52) * $UNH declined from $595 to $282 (I should note that in the case of Alibaba, the panelist berated the other panelists who purchased BABA due to the ownership structure in which you are not a shareholder but own an interest in an offshore vehicle! Then he bought near the top of the chart.) Contrary views (read: bearish) are underemphasized or not delivered at all in a backdrop of giddiness and FOMO ("fear of missing out"). Discipline and assessment of downside risk relative to upside reward are nearly always abandoned as an extreme level of complacency is urged at just the time markets mature and overvalued equity prices peak (in a valuation promise of a new never ending bullish cycle and paradigm). Geopolitical risks, extreme valuations and private equity/credit concerns - were risks that some of us ursine types have been warning about for twelve months. Yet these factors were given little discussion or weight in the media. It is only "after the horse left the barn" (when the problems have surfaced), that a proper discussion is permitted. Memo to the business media: There are some situations one simply cannot be neutral about, because when you are neutral you are an accomplice. Objectivity doesn't mean treating all sides equally. It means giving each side a hearing. By Doug Kass Mar 19, 2026 7:40 AM EDT @dougkass @SeabreezeLP @V_arrell @TheDalesReport @SquawkCNBC @jimcramer @carlquintanilla @ScottWapnerCNBC @BeckyQuick @cnbcfastmoney @halftime @guyadami @saraeisen @pisani @Convertbond @LanceRoberts @KeithMcCullough @SamofAmerica @RPKent @HedgeyeDJ @pboockvar @tomkeene @ferrotv @lisaabramowicz1 @business @maddow @sruhle @msnbc @cnbc @SullyCNBC @WolfOfWeedST
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Gojo
Gojo@GojoInvests·
Yo @DougKass what the fuck $msos
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Gojo
Gojo@GojoInvests·
@V_arrell New York cracking down, Nevada killing hemp
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Anthony Varrell
Anthony Varrell@V_arrell·
Georgia at the finish line to officially go medical Virginia IS going AU Texas banning hemp and expanding TCUP PA has movement but I won't hold my breath Bondi on the clock Up listing bill intro'ed MSO's survived the "deadly debt cliff" $MSOS has tailwinds
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Andrew O'Connell, CFA, FRM
Andrew O'Connell, CFA, FRM@realpristinecap·
This is huge $MSOS
The Dales Report@TheDalesReport

🚨 Safe Harbor Uplisting Bill Introduced to the House 🔗 congress.gov/bill/119th-con… 🔎 H.R.7987 - To prohibit Federal agencies from taking any adverse action against a person solely because the person provides business assistance to a cannabis-related legitimate business, to amend the Securities Exchange Act of 1934 to create a safe harbor for national securities exchanges to list the securities of issuers that are cannabis-related legitimate businesses, and for other purposes. 🔥-take: As we all know by now, plenty of time & effort can occur between introducing a bill and passing it. Noteworthy nonetheless! 🌿 Cannabis ETFs: 🌎 $YOLO 🇺🇸 $MSOS 📈 $SPY $QQQ $IWM #FinTwit

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Lance Finlinson
Lance Finlinson@lancefinlinson·
$MSOS some volume. Oracle UGH
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Gojo
Gojo@GojoInvests·
@realpristinecap Can't even get SAFE passed and congress is completely useless right now.
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The Dank Informer
The Dank Informer@TheDankInformer·
🚨🚨🚨BREAKING: NEW CANNABIS UPLISTING BILL, HR 7987, HAS BEEN FILED! The bill intends to amend the Securities Exchange Act of 1934 and allow the listing of securities for cannabis-related legitimate businesses $MSOS
The Dank Informer tweet media
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Gojo
Gojo@GojoInvests·
Did @sammyj_19 just say he’s turning 50? Looks 35 wtf
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Anthony Martinelli
Anthony Martinelli@AMartinelliWA·
The DEA is acknowledging that teen cannabis use has fallen sharply over the past three decades, despite 40 states legalizing medical cannabis and 24 legalizing adult-use cannabis within that period. themarijuanaherald.com/2026/03/dea-ad…
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Sammy J
Sammy J@sammyj_19·
Join us at the close today as I put my bull hat on as to why the S3 calculus isn't fully appreciated yet! $MSOS
Anthony Varrell@V_arrell

Ill have @sammyj_19 on today for a freestyle conversation regarding capital markets. Feel free to load my DMs up with any questions you want answered. *Minus any $MSOS conspiracy theories 🫡🫡

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