Trulieve stock TCNNF is the second-biggest #marijuana #MultiStateOperator in the U.S. by market cap and a market leader in three states. The cannabis market is extremely fragmented, so we’re interested in companies that demonstrate leadership in whatever states they operate in. Therefore, market leadership in the states you operate in is far more important than how many total states you operate in. When cannabis finally becomes legalized at the federal level, the path to replicating success across all states will be clear. Trulieve absolutely dominates the medical marijuana market in Florida and they’ve now acquired market-leading positions in Arizona (Harvest is one of the largest operators in the state of Arizona) and Pennsylvania. Trulieve’s consistent profitability over the past 15 quarters, ability to secure a large amount of funding under favorable terms, and recent closure of the biggest M&A event in cannabis history (says the firm) make them stand out among their peers. Provided this year’s embarrassing events are behind them for good, the company seems like a compelling way to play the growth of cannabis in the United States. Is it a worthwhile investment though? Listen to our analysis to find out.
RESEARCH PIECES USED IN THIS VIDEO:
1. Trulieve Stock: The Good, The Bad, and The Ugly
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2. Trulieve Stock and the Cannabis Risk Problem
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00:00 Intro
01:00 Peak of inflated expectations is over
01:56 Multi-State Operators
02:49 The good
04:12 The bad
05:27 The ugly
08:00 The Harvest acquisition deal
08:45 Suing short seller for libel
09:33 Would we buy Trulieve?
11:46 Conclusion
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