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@ragingbullcap Avatar @ragingbullcap Dylan Marrello

Dylan Marrello posts on X about $cron, market cap, $ogi, if you the most. They currently have XXXXX followers and XX posts still getting attention that total XXXXX engagements in the last XX hours.

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Social Influence

Social category influence finance XXXXX% stocks XXXX% travel destinations XXXX% countries XXXX% currencies XXXX% cryptocurrencies XXXX%

Social topic influence $cron #3, market cap #394, $ogi 6.98%, if you 4.65%, level 4.65%, $tlry 4.65%, $cnk 4.65%, cronos #60, netherlands #499, $67m #1

Top accounts mentioned or mentioned by @joinyellowbrick @franfra51045228 @alexeliasson @icbarrett @jimkopas @natgasturk @dfabian21 @siyul @100xcompounding @tweetottolee @mlmeign1 @kunye01 @satsfilip @realjmomoney @plumshameful @maxwellhouse99s @maxwellhouse99 @mgorenst @itoldya6 @takethelearly

Top assets mentioned Cinemark Holdings, Inc. (CNK) Cronos (CRO) EventChain (EVC) Netflix Inc (NFLX) Warner Bros Discovery, Inc. (WBD) Capri Holdings Limited (CPRI) Agnico Eagle Mines Ltd. (AEM) Seadrill Limited (SDRL) Noble Corporation (NE)

Top Social Posts

Top posts by engagements in the last XX hours

"First principles (from multiple-disciplines) and qualitative attributes:"
X Link 2025-10-23T12:22Z 9014 followers, 2217 engagements

"Few are with me on this (and I may turn out wrong) but this is the blueprint for the $OGI $CRON thesis. Envision a global cannabis juggernaut in XX years and what that may be worth (TAM unit economics market share likely market structure - billions in market cap if the market consolidates over time like e.g. beer and tobacco) and reverse engineer what it would take to get there: scale✔ cherished brands✔ a cost of capital advantage over competitors ✔. What their income statements look like today is dwarfed in importance by these other factors and why I think the fixation the market has on"
X Link 2025-10-23T12:41Z 9014 followers, 3134 engagements

"$EVC Ben Graham value stock meets tech company with second derivative growth"
X Link 2025-11-08T17:03Z 9015 followers, 7130 engagements

"@maxwellhouse99 It's absolutely crazy. You can buy BATs cannabis arm below book value a net-net a handful of really well managed microcaps.or you can choose to become simply insolvent buying a donut"
X Link 2025-11-28T23:04Z 9015 followers, XXX engagements

"$OGI $CRON If you ever have reservations that maybe the market is telling you you're wrong given where these trade just have a look at the incoherent meltdowns some people on here are having about the reverse split news at $TLRY. This is the level of sophistication (lack thereof) underpinning a lot of the volume in the sector. Doesn't mean we're right but I'm hard pressed to think of a sector that demands less deference to the market than this one"
X Link 2025-12-02T01:33Z 9014 followers, 11.4K engagements

"$CNK dumping XX% this week for unclear reasons potentially some worries around the mere the prospect of $NFLX buying $WBD (ridiculous if that's the reason). Bought a little for a trade. Best operator in the sector"
X Link 2025-12-03T18:51Z 9005 followers, 5328 engagements

"Share of SVOD at the least. Look at how the courts have dealt with recent antitrust cases. e.g. $CPRI sells purses but the court went with "accessible luxury handbags" substantially narrowing the market to kill it. This merger is going to be deeply unpopular on both sides of the political aisle so I certainly wouldn't get too confident. How the companies define their own market is far from determinative of the legal definition (for good reason)"
X Link 2025-12-06T00:58Z 9011 followers, 1408 engagements

"$CRON Lot of skeptics said as recently as this spring that there was no path to this ever being profitable: -XX% () gross margin. 5.7m EBITDA breakeven EBIT. Kicker is that they should now start benefitting from GrowCo capacity expansion which should be a huge boost to the PnL. $950m market cap. $825m of cash $40m investments/loan receivables. EV is well under $90m for EBITDA already running at $20m and could be much higher next year 0.8x Book value"
X Link 2025-11-06T13:00Z 9015 followers, 7901 engagements

"$CRON basically back to trading at cash notes and investments. One day soon the market will figure out that this is a defensive sector and a good place to hide across any environment"
X Link 2025-11-19T17:15Z 9015 followers, 5596 engagements

"$PLBY You've been warned"
X Link 2025-12-05T13:13Z 9021 followers, 18.1K engagements

"Doubled $CNK position pre-market after reading stuff like this"
X Link 2025-12-05T13:32Z 9016 followers, 7758 engagements

"@Franfra51045228 @mgorenst I mean cannabis has been a major attraction of Amsterdam for as long as I can remember so I'm not too concerned about that"
X Link 2025-12-09T13:29Z 9021 followers, XXX engagements

"$CRON Acquires CanAdelaar the largest adult use player in the Netherlands for $67m USD + earnouts giving it #1 market share in a major cannabis jurisdiction. CanAdelaar's revenue more than doubled and EBITDA tripled YoY to $28m.radically transforms Cronos' P&L Headline multiple of 2.4x EBITDA.and the market worries Cronos isn't going to be able to create value with their billion dollar cash pile 😂 Game on"
X Link 2025-12-09T13:04Z 9021 followers, 16.2K engagements

"$CRON Alright some quick and very rough math to illustrate how ridiculously cheap this is and I'll leave it at that. I may be overshooting in some places and undershooting in others. Still need to speak with management. 383m SO at $2.70; market cap = $1.04B USD. Pro forma cash ST invests and notes/interest receivables: $790m Ergo EV: $250m Cronos legacy NTM net sales conservatively $150m. AcquiredCo $47m LTM and growing rapidly; call it $60m. Conservative combined NTM revenue: $210m AcquiredCo appears to have XX% EBITDA margins so hugely accretive to overall margins. Applying the same margin"
X Link 2025-12-09T15:34Z 9021 followers, 8697 engagements

"$DBO.TO A life changing outcome thus far and insiders are still buying like mad. I've played out so many scenarios in my head and it's awfully hard to conjure up a path where this isn't yet another double from here. Welcome your most most persuasive bear case in the comments"
X Link 2025-12-09T20:55Z 9021 followers, 17.4K engagements

"And of course Tilray appreciated more in value today. Sheer comedy"
X Link 2025-12-09T21:01Z 9021 followers, 1485 engagements

"This is just a misunderstanding about movie theatre balance sheets. They all have negative working capital because they have minimal receivables and carry little inventory while operations are largely financed by supplier credit (paid on lags) and by customers (through gift cards and rewards programs). This float dynamic is a feature not a bug and makes exhibitors more cash generative than they appear. CNK has printed cash this year and box office is widely expected to be up double digits next year and they are not particularly levered. Absent a black swan like another pandemic I dont see any"
X Link 2025-12-10T12:10Z 9021 followers, XXX engagements

"$KEWL legacy shareholders having their entire basis returned to invest as they please now have effectively a free call option on any future royalties produced by the land. Globex shareholders instead get exposure to GDX constituents they could get pure play exposure to by purchasing an ETF"
X Link 2025-11-13T21:47Z 9021 followers, 2097 engagements

"Seriously use the $TLRY cash tag and read some of these comments. Astonishing"
X Link 2025-12-02T01:56Z 9021 followers, 2147 engagements

"$GMX.TO Gemini makes for a great activist. Not mincing words on how obscene the capital allocation is. "Shareholders holding GMX stock are effectively paying a management fee to Jack Stoch to hold Agnico Eagle shares and GICs on their behalf. If an investor wanted exposure to Agnico Eagle or cash yields they could hold those assets directly without the GMX corporate structure wrapping.""
X Link 2025-12-03T03:16Z 9021 followers, 1030 engagements

"More reefer madness $CGC Market cap: $625m EV: $550m Q3 net sales annualized: $265m Q3 EBITDA: -$3m Q3 FCF: -$20m $OGI Market cap: $405m EV: $230m Q3 net sales annualized: $XXX Q3 EBITDA: $5.8m Q3 FCF: $X Taking a quarterly snapshot like this is obviously silly but does anyone seriously believe that Canopy with lower sales a long bridge to breakeven higher cost of capital and far worse market positioning should have an EV worth 2.5x more than OGI's EV/S ratio is basically a full turn higher: why One could argue the discrepancy makes more sense when viewed from book value - OGI 1x vs. CGC"
X Link 2025-12-05T01:48Z 9021 followers, 6385 engagements

"Jack believes GMX shares are undervalued because the market is unaware of or otherwise does not comprehend the story and therefore the solution is to repeat the same investor pitch ad nauseum at road shows. No Jack GMX trades where it does because the market sees through your characterization and views the company for what it actually is. He says it's a capital light enterprise that builds without dilution; the market sees a comically overcapitalized balance sheet accompanied by a putrid and altogether incoherent capital allocation policy. He says it's a royalty company but the company does"
X Link 2025-12-03T13:37Z 9021 followers, XXX engagements

"@NatgasTurk Totally fair point. Personally I like monetizing the JUs to delever and buyback shares to own more of the drillships"
X Link 2025-12-08T23:45Z 9021 followers, XXX engagements

"@NatgasTurk I'm not opposed depending on price. Valuation matters as does scale. Don't think being subpar within 7G matters all that much given ongoing global fleet attrition; even lower tier 7Gs have increasing scarcity value. Also generally good for the industry"
X Link 2025-12-09T00:26Z 9021 followers, XXX engagements

"$SDRL is valued at what A little under $200m per active rig excl cold stacked That seems utterly mad. $NE $250-$300m per floater depending how you value the remaining JUs. It's all just so cheap when you see how these assets are trading at an individual level - e.g. Bollsta which is obviously warranting of a huge premium but nevertheless getting nearly $500m alone"
X Link 2025-12-09T00:44Z 9021 followers, XXX engagements

"EV is higher on a fully diluted basis. Technical overhang on the stock as MM/banks holding huge stakes from the ERP exit lock up period; secondary offering for some of this announced yesterday. Think the big perceived risk is that they will lose volume as those holders no longer have equity incentives but I personally don't buy it. I think there's a big opportunity with the Futures biz not being priced in and the stock screens as more expensive than it is given all the noise in the financials from the capital structure and SBC/costs related to the IPO and losses in the other segments as they"
X Link 2025-12-10T14:14Z 9021 followers, XXX engagements