This news is NOT investment advice. It’s for educational/informational purposes only.
Last Week in Cannabis: https://youtu.be/GiAGkK0q1So
Verano, Green Thumb, Trulieve & Curaleaf Q3: https://youtu.be/qU7zAm5MEBY
Cresco Labs, Columbia Care, Ayr Wellness Q3 – https://youtu.be/TGEOwAVqekw
Updated 2023/2024 Positions: 2395 AYR at $3.23 CAD / 2714 CBST @ $0.58 CAD (+1596 shares)
Data on Med Benefits: https://pubmed.ncbi.nlm.nih.gov/?term=cannabis
Past Gov Studies Looking for Harms: https://druglibrary.org/schaffer/Library/studies/studies.htm
Intro & Past Weeks Legislative Updates / Speculation – 00:55 – Momentum Continues, MSOS #1 ETF
1:30 – Big Block Buys Friday After Hours in Tier 1 MSOs – 2:00 – Latest Scoop From John Schroyer
2:45 – John Schroyer on the Dales Report – 3:17 – While a NYT Writer confirms Hearing Q1 as well
3:31 – And Julie Tsikin via NBC News, Not confirming John but Using NBC to Pump Descheduling
3:55 – Letter from Sens calling for Descheduling – 4:20 – Not True But Needed for a Heated Race?
4:42 – Don Murphy; “You’ll Be Happy, Be Patient”, SAFER alive? – 5:48 – Germany Keeping Their Word?
6:15 – Vote Set in Feb for Enactment in April – 6:50 – More on Germany Plans Straight outta Ziet.De
New Medical Evidence /Studies: 7:08 – Survey: 32% Ditch Painkillers, 33% Ditch Booze for Weed
8:04 – Lil Misleading Marilyn, Youth Use Declines Only When Legal – 8:56 – Equality Baby! LOL
9:00 – Rest is laughable; CDC; don’t know why youth use down in legal states LOL Check studies?
9:02 – Old News: Humans Have Use Cannabis for a long time, 17th century Italian stoners
9:40 – Study from Science Direct on THC & CBD in old human bones – 10:02 – Cannabis & Exercise 11:05 – Cannabis and Driving, Exercise Caution & Found Blood THC levels not correlated to weaving
Sales Data: 12:40 – MA Sales Trend, AU Growing as Prices Drop – 13:16 – FL Adds 917 Patients
13:58 – NJ Started Jan with 90 Shops, 98 Shops By End of Month 14:25 – Bloomberg on Jan Sales
15:30 – Same Story Copy and Pasted in ChicagoBiz, And Behind a Paywall LOL Imagine Paying
MSO News and Industry Speculation – 15:54 – Curaleaf Reports Q4 March 6 2024 after market close
16:13 – Curaleaf Sells Los Suenos, CO Farm Purchased for $67M in 2021 – 17:05 – Morningstar
on Curaleaf, Trulieve & Verano – 17:30 – MSOs Focusing on Wholesale Growth in 2024, at least Ayr
18:35 – Ayr Update on Restructuring, will know more Feb 7th. Ayr Common SH’s to Get Warrants
19: 35 – Pablo Zuanic’s Latest Report ‘What to Look For When DEA News Breaks’ via 2/2/2024
19:50 – Veda Partners on US Cannabis – 20:25 – AGP on US Canna 1 – 20:50 – ATB on US Cannabis
21:05 – Credit to Jesse Redmond, Change in Mkt Cap since 8/30/2023 – 21:58 – Cresco THC Sauce
State Updates – 22:15 – MO Canna Revenue Will See $20M go to Veterans – 23:00 – MN Sounds Promising Until They Follow in NY’s Footsteps, Needs Lawmaker Approval – 23:45 – MN OCM?
24:33 – NY LOL (1) Hochul Big Mad Yet Keeping Idiots Employed – 25:14 – NYers Done with OCM
25:53 – NY OCM Must Be Salivating Over New Lawsuits, Plays Right Into Their Desired Outcome
26:20 – New Lawsuit (1) Will white men save the day? LOL – 26:55 – Correction, **DEI, Not DEA**
27:20 – New (1) Lawsuit comes due to CCB Abruptly Cancelling Jan 24th Scheduled Meeting
27:30 – New Lawsuit (2) From Women Group, Weaker Case IMO – 28:09 – SE Winner in NY Denied
29:30 – OR Company Drops Interstate Trade Lawsuit, No One Knows Why – 30:05 – OH New Rules?
31:40 – Kentucky Introduced Legalization Bill 420, Good Luck, Slim Chances but will update y’all
Other News – 32:16 – Spain’s New Med Canna Laws Ready in 2024? – 33:02 – Abolish the INCB
33:11 – Czech Rep’s EC Wants Legalization For Economic Growth, no timeline tho so more talk
33:36 – HUGE! DEA Rehires Outstanding Agent Fired for Using CBD and Set for Back Pay WOO!
34:00 – Shorts getting cocky… either know something we don’t or gonna get burn by squeeze
34:24 – New Timeline For Boies Suit Against Sched 1 in CSA, Boies to reply Feb 6, DOJ by Feb 13
34:58 – ChartGuys, worth a watch, first time MSOS closing above certain levels since 2021 highs
All Sources Linked Below in the Comments, Ran Out of Characters to Include Sources As Usual
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