@markemerritt Mark E. Merritt
Mark E. Merritt posts on X about $cbwtf, $tlry, $avcnf, $dbccf the most. They currently have [---] followers and [---] posts still getting attention that total [---] engagements in the last [--] hours.
Engagements: [---] #
- [--] Week [-----] -51%
- [--] Month [------] +74%
- [--] Months [-------] -30%
- [--] Year [-------] -21%
Mentions: [--] #
- [--] Month [--] -45%
- [--] Months [---] +4.50%
- [--] Year [---] +43%
Followers: [---] #
- [--] Week [---] +0.23%
- [--] Month [---] +1.40%
- [--] Months [---] +11%
- [--] Year [---] +39%
CreatorRank: [---------] #
Social Influence
Social category influence finance 16.95% countries 5.08% travel destinations 3.39% cryptocurrencies 2.54% technology brands 1.69%
Social topic influence $cbwtf #1, $tlry #7, $avcnf 18.64%, $dbccf #1, $ogi #1, $vff #3, $cron #4, mark 13.56%, $sndl #2, $msos 9.32%
Top accounts mentioned or mentioned by @auxlygroup @hugoalves1972 @johnhollf @gptbioversion @smallcapdisc @b40cannabis @bksze @paulandreola @decibelcc @deepakanand @franfra51045228 @diegolatorre @cultivatednews @drennan10 @420odysseus @rocinvests @planetmicrocap @avicannainc @arasazadian @thedalesreport
Top assets mentioned Tokemak (TOKE)
Top Social Posts
Top posts by engagements in the last [--] hours
"Top Regular Preroll Brands: Q4 - % Market vs. DEC SKU count (ex-QC) One of these things is not like the others (and they JUST launched [--] new blockbuster preroll SKUs not in these numbers YET) $CBWTF $TLRY $VFF $OGI"
X Link 2026-02-16T01:29Z [---] followers, [---] engagements
"My latest post is titled Decibel Cannabis Company: "Good Bones" $DBCCF https://open.substack.com/pub/markemerritt/p/decibel-cannabis-company-good-bones https://open.substack.com/pub/markemerritt/p/decibel-cannabis-company-good-bones"
X Link 2025-09-27T21:44Z [---] followers, 12.1K engagements
"German import quota update from @bksze of @Decibel_CC $DBCCF "Germany.just yesterday they received approval to bring in an extra [--] tons" @_deepakanand Nachschtzung Some better explanations here 👉https://t.co/YnOdRHBVQ4 & this old explainer from @_deepakanand 👉https://t.co/002A8KKeLa Nachschtzung Some better explanations here 👉https://t.co/YnOdRHBVQ4 & this old explainer from @_deepakanand 👉https://t.co/002A8KKeLa"
X Link 2025-10-22T20:11Z [---] followers, [----] engagements
"the TOP [--] Infused pre-rolls have a very DIFFERENT matrix 1) CONCENTRATED market share 2) almost entirely in [--] formats (3x.5G 5x.5G) $DBCCF gross margin = 41% $CGC gross margin = 24% $OGI $CRON $CBWTF a look at the assortment of sizes among the top [--] (non-infused) pre-rolls in Ontario (last [--] weeks) #scale #efficency $CBWTF $VFF $TLRY https://t.co/FC8h3hB4ZW a look at the assortment of sizes among the top [--] (non-infused) pre-rolls in Ontario (last [--] weeks) #scale #efficency $CBWTF $VFF $TLRY https://t.co/FC8h3hB4ZW"
X Link 2025-10-24T22:07Z [---] followers, [----] engagements
"I thought this $DBCCF presentation from @smallcapdisc Vancouver a few weeks ago (just released) was one of their tighter presentations. https://www.youtube.com/watchv=FSuq53gUTTg My latest post is titled Decibel Cannabis Company: "Good Bones" $DBCCF 👉https://t.co/aXmZJl15Bb https://t.co/WO6xhmAPG5 https://www.youtube.com/watchv=FSuq53gUTTg My latest post is titled Decibel Cannabis Company: "Good Bones" $DBCCF 👉https://t.co/aXmZJl15Bb https://t.co/WO6xhmAPG5"
X Link 2025-10-29T17:14Z [---] followers, [----] engagements
"Canadian Cannabis - Some Updated Thoughts w/ my current thinking on my [--] largest holdings $CBWTF $DBCCF $AVCNF #DYODD https://markemerritt.substack.com/p/canadian-cannabis-some-updated-thoughts https://markemerritt.substack.com/p/canadian-cannabis-some-updated-thoughts"
X Link 2025-12-26T04:44Z [---] followers, [----] engagements
"Canada (ex-Quebec) [---] cart market share last [--] months seems like there might be room for some market share consolidation Trellis data $OGI $CRON $DBCCF $LOVFF $CBWTF $SNDL $TLRY $ROMJF"
X Link 2026-01-24T23:31Z [---] followers, [---] engagements
"Most of the time this argument isnt coming from me. $CBWTF $DBCCF $AVCNF No crickets here: https://open.substack.com/pub/markemerritt/p/canadian-cannabis-some-updated-thoughts @markemerritt My point is that most of the time I hear this argument its followed by crickets (ie no actual argument for why anything SHOULD be worth more on fundamentals) https://open.substack.com/pub/markemerritt/p/canadian-cannabis-some-updated-thoughts @markemerritt My point is that most of the time I hear this argument its followed by crickets (ie no actual argument for why anything SHOULD be worth more on"
X Link 2026-01-30T16:28Z [---] followers, [---] engagements
"@Franfra51045228 @ragingbullcap I don't have great visibility into QC but I think $OGI sells about 40% of their flower into that market already (gonna be tougher to take price there I suspect). $CBWTF has way more leverage on this issue IMO & is a much cleaner/stronger story FWIW https://markemerritt.substack.com/p/canadian-cannabis-some-updated-thoughts https://markemerritt.substack.com/p/canadian-cannabis-some-updated-thoughts"
X Link 2026-02-01T20:55Z [---] followers, [---] engagements
"2 sets of scatterplots: sales vs SKU count by LP & sales vs price point by SKU 1) [---] vapes 2) AIOs $CBWTF $DBCCF $OGI $CRON $SNDL $LOVFF $CGC $TLRY Trellis data Vapes are 17% of market & AIOs 30% of that & growing fast market leader $CBWTF w/ 25% share of AIOs (across brands) just lowered their MSRP by $4 and announced another major product innovation ___ After $10 excise in tax 1/3 Vapes are 17% of market & AIOs 30% of that & growing fast market leader $CBWTF w/ 25% share of AIOs (across brands) just lowered their MSRP by $4 and announced another major product innovation ___ After $10"
X Link 2026-02-02T21:58Z [---] followers, [----] engagements
"28g flower scatterplots 1) Sales vs Price by SKU 2) Sales vs SKU count (# in market) by LP $CBWTF $VFF $OGI $CRON $SNDL $CGC $TLRY"
X Link 2026-02-02T23:19Z [---] followers, [---] engagements
"top LPs - Quebec vs rest of Canada 1) total market 2) flower market Trellis estimates $OGI $TLRY $VFF $LOVFF $CBWTF $CRON $DBCCF $CGC $SNDL $ROMJF"
X Link 2026-02-04T01:19Z [---] followers, [----] engagements
"@Diego_La_Torre_ They reported [---] cents -$19MM of income before taxes but you have to remove the one time gain from that of $6.7mm which leaves 0.85/ share I think in q3 .85*4 =3.4"
X Link 2026-02-14T01:14Z [---] followers, [--] engagements
"S3 FDA implications @CultivatedNews @Aurora_MMJ $MSOS"
X Link 2026-02-09T18:12Z [---] followers, [---] engagements
"@Diego_La_Torre_ I see MUCH higher growth than that.QC is a big incremental opportunity even if they dont get another SKU (which they should).Filling white space in prerolls. New AIO SKU is about to launch. Just launched South Point. Capacity is not an issue.They are playing a different game IMO"
X Link 2026-02-14T01:38Z [---] followers, [--] engagements
"The top [--] [---] Vape brands (ex-QC) represent 75% of the market according to Trellis Insights estimates I have graphed the OCS/MSRP price/10mg vs market share by brand $CBWTF $DBCCF $OGI $CRON $LOVFF $ROMJF $SNDL"
X Link 2026-02-15T00:01Z [---] followers, [---] engagements
"Top [--] Canadian LPs (ex-QC) by % of market (Q4 25)vs total number of SKUs in market (in Dec 25) $OGI $TLRY $CBWTF $VFF $CRON $DBCCF $SNDL $CGC $LOVFF $ROMJF"
X Link 2026-02-15T23:40Z [---] followers, [---] engagements
"28g flower in Q4 (ex-QC) 1) % of 28g flower sales in market vs # of SKUs currently in market 2) % of 28g flower sales in market vs OCS/MSRP* $CBWTF $OGI $TLRY $VFF $SNDL"
X Link 2026-02-16T15:13Z [---] followers, [---] engagements
"$CBWTF is 4X my lowest cost blocks $DBCCF is 3X my lowest cost blocks $ROMJF is 2X my lowest cost blocks this one has barely budged 👇 $AVCNF #DYODD https://open.substack.com/pub/markemerritt/p/avicanna-a-pharmaceutical-approach https://open.substack.com/pub/markemerritt/p/avicanna-a-pharmaceutical-approach"
X Link 2025-09-11T23:05Z [---] followers, [---] engagements
"If by greedy he means in the Warren Buffet sense as in be greedy when others are fearful then OK Otherwise this sort of conclusion can only come from NOT speaking with management I dont believe someone who engaged $CBWTF on this issue would say this 👇 Auxly Cannabis FINS Review (paywall removed): $XLY.TO "This will be very tempting to swing trade XLY going into earnings if this stays in this area close to November. But Im not getting married to this float nor this recently greedy leadership group." #FinsDontLie https://t.co/Scsf3bWgD5 Auxly Cannabis FINS Review (paywall removed): $XLY.TO"
X Link 2025-09-12T14:04Z [---] followers, [---] engagements
"As a new shareholder in December I reached out to $CBWTF management with a long list of questions The result was a large stake & much better understanding & more recently a Substack post (or 2) Here what Auxly CEO said about my INFORMED post $CBWTF 👇 I love it when our shareholders understand why we are so excited about the future of @AuxlyGroup ❤ Thank you @markemerritt for the kind and thoughtful analysis and for your continued support of Auxly 🙏👊 $cbwtf $xly.to I love it when our shareholders understand why we are so excited about the future of @AuxlyGroup ❤ Thank you @markemerritt for"
X Link 2025-09-12T14:12Z [---] followers, [---] engagements
"@Johnhollf @GPTBioVersion furious or curious lack of capital - lack of sale growth there are GREAT growth opportunities that require capital where that $ will come from 👉there's a clue in the fine print of the company's recent press release 👇 $AVCNF https://www.avicanna.com/avicanna-subsidiary-completes-export-of-cbd-dominant-cannabis-flower-into-switzerland/ https://www.avicanna.com/avicanna-subsidiary-completes-export-of-cbd-dominant-cannabis-flower-into-switzerland/"
X Link 2025-09-12T19:58Z [---] followers, [---] engagements
"IMHO 50% of 26.5k KG of GACP organic-living-soil flower for export to global markets is worth more than the entire market cap of this company(US$20MM) & the parts you get for free are SOMETHING as I explained in my post linked here👇 #DYODD $AVCNF https://open.substack.com/pub/markemerritt/p/avicanna-a-pharmaceutical-approach @Johnhollf @GPTBioVersion furious or curious lack of capital - lack of sale growth there are GREAT growth opportunities that require capital where that $ will come from 👉there's a clue in the fine print of the company's recent press release 👇 $AVCNF"
X Link 2025-09-12T20:16Z [---] followers, [---] engagements
"@Johnhollf @GPTBioVersion I've seen a lot of examples like this last 2yrs- I think most of the float is fairly tightly held but everyone's getting creamed so noone's adding. Meanwhile there's no new 👀+normal churn/retail investors trading into "sexier" names in the space con't"
X Link 2025-09-12T20:23Z [---] followers, [---] engagements
"@Johnhollf @GPTBioVersion Meanwhile there's been a MASSIVE seller into this black hole-a seeming ENDLESS supply of stock it seems there's something about this dynamic- tightly held stock WAY down basically no buyers. con't $AVCNF"
X Link 2025-09-12T20:28Z [---] followers, [---] engagements
"@Johnhollf @GPTBioVersion - it's some kind of emergent pattern I don't understand but it has served me well last the [--] years to stick to my CONVICTIONS & take advantage of what might otherwise be terrifying stock action $AVCNF seen it in $VREOF at [--] $CBWTF at [---] $DBCCF at [---] etc 🤞 #DYODD"
X Link 2025-09-12T20:33Z [---] followers, [---] engagements
"more here 👇 re: $AVCNF https://x.com/markemerritt/status/1966598598508114008t=-ux9tuNpLDyW3lUtTGXj7A&s=19 @Johnhollf @GPTBioVersion I've seen a lot of examples like this last 2yrs- I think most of the float is fairly tightly held but everyone's getting creamed so noone's adding. Meanwhile there's no new 👀+normal churn/retail investors trading into "sexier" names in the space con't https://x.com/markemerritt/status/1966598598508114008t=-ux9tuNpLDyW3lUtTGXj7A&s=19 @Johnhollf @GPTBioVersion I've seen a lot of examples like this last 2yrs- I think most of the float is fairly tightly held but"
X Link 2025-09-12T20:37Z [---] followers, [---] engagements
"I went looking for flower capacity for cyclical investments reasons- it seemed to me the cycle had turned & perhaps what is considered the bottom of the barrel ie outdoor might have the most upside - outdoor pricing is WAY up $CLCFF 1/2 @markemerritt Tell us more about $clcff seems to be very limited info out there @markemerritt Tell us more about $clcff seems to be very limited info out there"
X Link 2025-09-17T03:58Z [---] followers, [---] engagements
".what I found was this little GEM of a company with some interesting plans for their now massive harvest. I myself am partial to outdoor flower and I think $CLCFF may turn out to be a valuable little asset. 2/2"
X Link 2025-09-17T03:58Z [---] followers, [---] engagements
"thanks for sharing your perspective and history @drennan10 I find it quite helpful & interesting (having not been around myself for the 'before times') ps @drennan10 is a great source of information especially if you are interested in $CBWTF @AuxlyGroup Some people are questioning my experience investing in the Canadian cannabis space but I have been here since the beginning. I bought into $WEED $OGI and Aphria (now $TLRY) the day after Trudeau was elected because I was at a Liberal victory party in Ottawa talking with some https://t.co/i71IR6PWXw Some people are questioning my experience"
X Link 2025-09-17T19:53Z [---] followers, [---] engagements
"speaking of history I really enjoyed this old @HugoAlves1972 interview which I had not previously seen $CBWTF @AuxlyGroup The BNN interview https://t.co/iHy9J48kLD The BNN interview https://t.co/iHy9J48kLD"
X Link 2025-09-17T20:04Z [---] followers, [---] engagements
"Significant competitive advantages you cant raise $180 million today to build one of these facilities $CBWTF #itISaMoat 2/"
X Link 2025-09-19T05:46Z [---] followers, [---] engagements
"Why do you call @AuxlyGroup Leamington one of the largest and most advanced cultivation facilities in the world $CBWTF 3/"
X Link 2025-09-19T05:46Z [---] followers, [---] engagements
"Listen to the flexibility and options $CBWTF has with @AuxlyGroup Leamington I dont believe it is understood what a valuable asset this is (&IMHO being able to play it like a Stradivarius will be quite important too) #WeHaveThePower ⚡ 4/"
X Link 2025-09-19T05:46Z [---] followers, [---] engagements
"Auxly @AuxlyGroup Leamington I know how much further we can push it $CBWTF 5/"
X Link 2025-09-19T05:47Z [---] followers, [---] engagements
"@AuxlyGroup Why are you so good at vapes @AuxlyGroup $CBWTF 6/6"
X Link 2025-09-19T05:53Z [---] followers, [---] engagements
"ICYMI Some highlights from new $CBWTF interview 👇 Excellent @PaulAndreola interview w/ $CBWTF CEO @HugoAlves1972 a few highlights in this🧵 exemplify why I think @AuxlyGroup stands out so significantly it forced us to focus tough timescreate strong companies 💪 1/ 👉https://t.co/T0nL3CJ3PR https://t.co/GXlhaBk7xh Excellent @PaulAndreola interview w/ $CBWTF CEO @HugoAlves1972 a few highlights in this🧵 exemplify why I think @AuxlyGroup stands out so significantly it forced us to focus tough timescreate strong companies 💪 1/ 👉https://t.co/T0nL3CJ3PR https://t.co/GXlhaBk7xh"
X Link 2025-09-19T13:12Z [---] followers, [---] engagements
"the numbers do NOT tell the WHOLE story which is why kicking tires asking questions & objective analysis is valuable also dont manage your portfolio w/ the rearview mirror gather CONTEXT & NUANCE Case in point: $CBWTF RSUs & historical dilution TLDR: 👇 1/4"
X Link 2025-09-19T17:24Z [---] followers, [---] engagements
"The context: there was NO CASH $CBWTF FOUNDERS/team took stock 👉when the world thought it would likely be ZERO they took stock in lieu of cash 2/4"
X Link 2025-09-19T17:24Z [---] followers, [---] engagements
"The nuance: $CBWTF had the foresight & wisdom to cap these RSUs its 20MM shares (not 80) 3/4"
X Link 2025-09-19T17:24Z [---] followers, [---] engagements
"The logic that says: these guys were forced to dilute before & therefore despite the fact that they heroically saved the company were paid too much & theyre gonna do it again is 👉lost on me Watch the comp discussion starting 56:00 $CBWTF 👉 https://www.youtube.com/watchv=d2wFvucyC1U https://www.youtube.com/watchv=d2wFvucyC1U"
X Link 2025-09-19T17:25Z [---] followers, [---] engagements
"this analysis from @420Odysseus just missed the boat IMHO by looking at LP instead of brand +report overstates # of @b40cannabis genetics this misses the huge $CBWTF advantage re: flower portfolio nevertheless I believe he is approaching this from the correct perspective"
X Link 2025-09-19T20:24Z [---] followers, [---] engagements
"search for companies like this $CBWTF 👇 The context: there was NO CASH $CBWTF FOUNDERS/team took stock 👉when the world thought it would likely be ZERO they took stock in lieu of cash 2/4 https://t.co/gC7g1vAgWL The context: there was NO CASH $CBWTF FOUNDERS/team took stock 👉when the world thought it would likely be ZERO they took stock in lieu of cash 2/4 https://t.co/gC7g1vAgWL"
X Link 2025-09-19T22:59Z [---] followers, [---] engagements
"$CBWTF @AuxlyGroup Leamington 👇 The Cannabis Business: Its Not Just About How Much Shit You Can Grow or some more thoughts on @AuxlyGroup & the cannabis industry $CBWTF $TLRY $CRON $VFF $LOVFF $GLASF $MSOS read my post: 👉https://t.co/1CpsnNvQXo https://t.co/2h551B0Tjb The Cannabis Business: Its Not Just About How Much Shit You Can Grow or some more thoughts on @AuxlyGroup & the cannabis industry $CBWTF $TLRY $CRON $VFF $LOVFF $GLASF $MSOS read my post: 👉https://t.co/1CpsnNvQXo https://t.co/2h551B0Tjb"
X Link 2025-09-20T23:59Z [---] followers, [----] engagements
"$2BN $TLRY $6BN $ACB $10BN $CGC the $2BN company claimed they'd been much more capital efficient (but I believe their subsequent acquirer just wrote that goodwill off)"
X Link 2025-09-21T14:39Z [---] followers, [---] engagements
"I'm an organic growth guy acquisitions/consolidations are hard & say something about the core IMHO @b40cannabis is built on the strong foundation of consistent high quality products that consumers seem to prefer over time this is exemplified IMHO by their SKU counts $CBWTF"
X Link 2025-09-21T15:01Z [---] followers, [---] engagements
"$CBWTF understand the power law distributions 👇 this analysis from @420Odysseus just missed the boat IMHO by looking at LP instead of brand +report overstates # of @b40cannabis genetics this misses the huge $CBWTF advantage re: flower portfolio nevertheless I believe he is approaching this from the correct perspective https://t.co/JDDDqeR7td this analysis from @420Odysseus just missed the boat IMHO by looking at LP instead of brand +report overstates # of @b40cannabis genetics this misses the huge $CBWTF advantage re: flower portfolio nevertheless I believe he is approaching this from"
X Link 2025-09-21T16:34Z [---] followers, [---] engagements
"FWIW I endorse this one too @PaulAndreola Emma would be a great guest 👇 $OILS $OILFF @PaulAndreola @smallcapdisc $OILS / $OILFF Profitable no debt revenue stalled on inventory capacity issues. New distribution centre just came online to resolve that problem facilitate market expansion. @PaulAndreola @smallcapdisc $OILS / $OILFF Profitable no debt revenue stalled on inventory capacity issues. New distribution centre just came online to resolve that problem facilitate market expansion"
X Link 2025-09-21T18:45Z [---] followers, [---] engagements
"PAY ATTENTION to $CBWTF if you want to understand the future of the cannabis business 👇 "We haven't seen the best iteration of Leamington it can get more efficient it can get more throughput it can get higher quality" 👇 $CBWTF @AuxlyGroup Leamington 👇 https://t.co/2iNWEC1J5i $CBWTF @AuxlyGroup Leamington 👇 https://t.co/2iNWEC1J5i"
X Link 2025-09-21T19:01Z [---] followers, [---] engagements
"#DYODD YES cannabis investors should probably be considering adding $CBWTF to their portfolios & YES cannabis focused ETFs which ALL own 0% should probably wake TF up BUT THAT'S NOT MY POINT 👉my point is if YOU are in the cannabis BUSINESS you better understand @AuxlyGroup PAY ATTENTION to $CBWTF if you want to understand the future of the cannabis business 👇 "We haven't seen the best iteration of Leamington it can get more efficient it can get more throughput it can get higher quality" 👇 https://t.co/6UCcskivFn PAY ATTENTION to $CBWTF if you want to understand the future of the cannabis"
X Link 2025-09-21T19:15Z [---] followers, [----] engagements
"re: $CBWTF US cannabis investors be like 👇 #DYODD YES cannabis investors should probably be considering adding $CBWTF to their portfolios & YES cannabis focused ETFs which ALL own 0% should probably wake TF up BUT THAT'S NOT MY POINT 👉my point is if YOU are in the cannabis BUSINESS you better understand @AuxlyGroup #DYODD YES cannabis investors should probably be considering adding $CBWTF to their portfolios & YES cannabis focused ETFs which ALL own 0% should probably wake TF up BUT THAT'S NOT MY POINT 👉my point is if YOU are in the cannabis BUSINESS you better understand @AuxlyGroup"
X Link 2025-09-21T20:22Z [---] followers, [----] engagements
"Nachschtzung Some better explanations here & this old explainer from @_deepakanand https://www.linkedin.com/pulse/questions-incb-respect-cannabis-deepak-anandutm_source=share&utm_medium=member_ios&utm_campaign=share_via https://krautinvest.de/genehmigungen-fuer-einfuhr-von-cannabis-pausiert-hoechstmenge-von-122-tonnen-erreicht/cookie-state-change=1758546603202 Stop getting carried away about things you don't understand I would be surprised if this is a meaningful piece of information to anyone with context operating in the industry If I'm wrong please inform Here's what my friend chat said 👇"
X Link 2025-09-22T13:21Z [---] followers, [----] engagements
"@GPTBioVersion @PaulAndreola @smallcapdisc @Decibel_CC @bksze if you view international as optionality hoo boy you should see my earnings model I think we might be in for a pleasant surprise @bksze & $DBCCF are the opposite of promotional 👇"
X Link 2025-09-22T19:39Z [---] followers, [---] engagements
"$CBWTF director 👇"
X Link 2025-09-23T13:44Z [---] followers, [---] engagements
"from a new friend in my network who geeks out on customGPTs 👇 "Hey Mark. Wanted to let you know my custom GPTs take on the recent article that you retweeted re international growth opportunities. Here is what it said about" $AVCNF (FTR the EUGMP is a bit more nuanced) 🍁 $DBCCF $AVCNF $CBWTF $ROMJF 👉 https://t.co/q5JHICHKTJ 🍁 $DBCCF $AVCNF $CBWTF $ROMJF 👉 https://t.co/q5JHICHKTJ"
X Link 2025-09-24T21:12Z [---] followers, [---] engagements
"you cant raise $180 million to build one of these facilities today & take two years to build it two years to figure out how to really dial it in. Theres no capital for that. $CBWTF Nobodys raising hundreds of millions billions of dollars in Germany building cultivation facilities And the same goes for Australia and the same goes for the UK @bksze $DBCCF 🍁 4/4 https://t.co/3dHfO3sr48 Nobodys raising hundreds of millions billions of dollars in Germany building cultivation facilities And the same goes for Australia and the same goes for the UK @bksze $DBCCF 🍁 4/4 https://t.co/3dHfO3sr48"
X Link 2025-09-24T21:45Z [---] followers, [----] engagements
"cc: $MJ (0%) $YOLO (0%) $CNBS (0%) $TOKE (0%) (I've carefully measured the percentage of AUM each ETF has invested in $CBWTF & placed it in parentheses above) 👇 Updated with Q2 [----] $CBWTF $OGI $WEED $TLRY $MSOS https://t.co/7JxmVC1aLM Updated with Q2 [----] $CBWTF $OGI $WEED $TLRY $MSOS https://t.co/7JxmVC1aLM"
X Link 2025-09-24T23:15Z [---] followers, [----] engagements
"IF becomes a market facilities like $CBWTF's Leamington may begin to appear.bringing in pros at SCALE will change things There are so many corners to see around in while the Canadians are accelerating their leads & building the supply chains #PreferentialAttachment"
X Link 2025-09-25T15:22Z [---] followers, [---] engagements
"If you wanna bet on schedule [--] Heres my dark horse: $AVCNF https://open.substack.com/pub/markemerritt/p/avicanna-a-pharmaceutical-approach https://open.substack.com/pub/markemerritt/p/avicanna-a-pharmaceutical-approach"
X Link 2025-09-25T15:35Z [---] followers, [----] engagements
"Heres one more for good measure $DBCCF we are not looking to raiseany equity capital -@bksze"
X Link 2025-09-25T17:58Z [---] followers, [---] engagements
"$MJ ETF seems doomed by its own structure/prospectus they should turn this into an actively managed portfolio & sell most holdings Instead of supporting companies exporting losses & mediocrity focus your capital on the future winners & accelerate the industry's progress 1/ One important aspect of the analyst/investor job in my opinion is trying to judge the character of everyone you have the opportunity to interact with some solid evidence of a strong character IMO would be engaging the author of something like👇 https://t.co/VE5236FrOa 1/ https://t.co/eqElnQxuzg One important aspect of the"
X Link 2025-09-25T18:44Z [---] followers, [---] engagements
"$CBWTF $CGC $TLRY $OGI $VFF $MJ $YOLO $MSOS $CNBS 1/3 this is not a forward look at the cannabis industry IMHO 👇 cc: $MJ (0%) $YOLO (0%) $CNBS (0%) $TOKE (0%) (I've carefully measured the percentage of AUM each ETF has invested in $CBWTF & placed it in parentheses above) 👇 cc: $MJ (0%) $YOLO (0%) $CNBS (0%) $TOKE (0%) (I've carefully measured the percentage of AUM each ETF has invested in $CBWTF & placed it in parentheses above) 👇"
X Link 2025-09-26T00:50Z [---] followers, [----] engagements
"Perhaps there is some regulatory hurdle that I'm unaware of however if I was running a $10MM ETF or a $50MM ETF I would take advantage of my tiny size & target ANY market caps. why handcuff yourself $MJ $YOLO above focus on $CBWTF's absence due to @drennan10 post 2/3"
X Link 2025-09-26T00:50Z [---] followers, [---] engagements
"comparing the cannabis ETFs 👉sorted by market cap $MJ $YOLO $MSOS $TOKE $CNBS ( $CBWTF $DBCCF $AVCNF $ROMJF $OILFF $CLCFF ) $CBWTF $CGC $TLRY $OGI $VFF $MJ $YOLO $MSOS $CNBS 1/3 this is not a forward look at the cannabis industry IMHO 👇 https://t.co/sJ3Y0J0DQL $CBWTF $CGC $TLRY $OGI $VFF $MJ $YOLO $MSOS $CNBS 1/3 this is not a forward look at the cannabis industry IMHO 👇 https://t.co/sJ3Y0J0DQL"
X Link 2025-09-26T15:30Z [---] followers, [----] engagements
"@RocInvests 💯 potential energy"
X Link 2025-09-26T16:04Z [---] followers, [---] engagements
"@RocInvests But my point isnt so much that they should buy $CBWTF My point is that they are going to (but probably at much higher prices)"
X Link 2025-09-26T16:06Z [---] followers, [---] engagements
"Schrdingers commodity 👉Cannabis is both a commodity and not a commodity. What does your company sell #GrossMargins #Brands $CBWTF $DBCCF $AVCNF $ROMJF The Cannabis Business: Its Not Just About How Much Shit You Can Grow or some more thoughts on @AuxlyGroup & the cannabis industry $CBWTF $TLRY $CRON $VFF $LOVFF $GLASF $MSOS read my post: 👉https://t.co/1CpsnNvQXo https://t.co/2h551B0Tjb The Cannabis Business: Its Not Just About How Much Shit You Can Grow or some more thoughts on @AuxlyGroup & the cannabis industry $CBWTF $TLRY $CRON $VFF $LOVFF $GLASF $MSOS read my post:"
X Link 2025-09-29T15:21Z [---] followers, [---] engagements
"I've made a large investment in $CBWTF & I wrote a post explaining why to make it easier for YOU to get the picture If you will be attending @PlanetMicroCap in Toronto I promise that YOU WILL BE SORRY if you miss @AuxlyGroup 👉do your homework (its free) & be prepared 👇 The Cannabis Business: Its Not Just About How Much Shit You Can Grow or some more thoughts on @AuxlyGroup & the cannabis industry $CBWTF $TLRY $CRON $VFF $LOVFF $GLASF $MSOS read my post: 👉https://t.co/1CpsnNvQXo https://t.co/2h551B0Tjb The Cannabis Business: Its Not Just About How Much Shit You Can Grow or some more"
X Link 2025-10-02T00:26Z [---] followers, [---] engagements
"gross cannabis revenues vs cannabis inventory (C$) (most recent qs) $CBWTF $VFF $CRON $OGI $TLRY #ROIC I'd like to better understand cannabis inventory turns at $TLRY why do they have $130MM of cannabis inventory https://t.co/thbmHXs7Vn I'd like to better understand cannabis inventory turns at $TLRY why do they have $130MM of cannabis inventory https://t.co/thbmHXs7Vn"
X Link 2025-10-10T17:17Z [---] followers, [----] engagements
"$CBWTF #Focus #EfficientPortfolio #InventoryManagement #ROIC #StuffThatMatters The Cannabis Business: Its Not Just About How Much Shit You Can Grow or some more thoughts on @AuxlyGroup & the cannabis industry $CBWTF $TLRY $CRON $VFF $LOVFF $GLASF $MSOS read my post: 👉https://t.co/1CpsnNvQXo https://t.co/2h551B0Tjb The Cannabis Business: Its Not Just About How Much Shit You Can Grow or some more thoughts on @AuxlyGroup & the cannabis industry $CBWTF $TLRY $CRON $VFF $LOVFF $GLASF $MSOS read my post: 👉https://t.co/1CpsnNvQXo https://t.co/2h551B0Tjb"
X Link 2025-10-10T23:06Z [---] followers, [---] engagements
"And the #1 genetic in North America 👉Liquid Imagination by @b40cannabis (or is it now 🔥Fire Breath by @b40cannabis) $CBWTF at some point will have to compete with what these guys have been iterating up in 👇 Here's the best-selling cannabis strain in every legal state as of October [----] based on data provided by state regulatory agencies and the research firm Headset. https://t.co/ft840T9xxF Here's the best-selling cannabis strain in every legal state as of October [----] based on data provided by state regulatory agencies and the research firm Headset. https://t.co/ft840T9xxF"
X Link 2025-10-18T18:34Z [---] followers, [---] engagements
"@onecentinvest @treqwortreehole Now swap your $hash.v & $vext.c into $AVCNF & youll be in business https://open.substack.com/pub/markemerritt/p/avicanna-a-pharmaceutical-approach https://open.substack.com/pub/markemerritt/p/avicanna-a-pharmaceutical-approach"
X Link 2025-10-19T17:48Z [---] followers, [---] engagements
"$ROMJF @RubiconOrganics @FelkerJosh @MargaretRBrodie 👇 Great timing. We just released our @CB1Cap [--] Questions video w/ @RubiconOrganics CEO @MargaretRBrodie. /position+ https://t.co/fzirxDQ1kw Great timing. We just released our @CB1Cap [--] Questions video w/ @RubiconOrganics CEO @MargaretRBrodie. /position+ https://t.co/fzirxDQ1kw"
X Link 2025-10-20T23:14Z [---] followers, [---] engagements
"& here 👇 Auxly Cannabis Checks All The Boxes $CBWTF $XLY.TO 2/2 https://open.substack.com/pub/markemerritt/p/auxly-cannabis-company-checks-all https://open.substack.com/pub/markemerritt/p/auxly-cannabis-company-checks-all"
X Link 2025-10-21T20:59Z [---] followers, [---] engagements
"a look at the assortment of sizes among the top [--] (non-infused) pre-rolls in Ontario (last [--] weeks) #scale #efficency $CBWTF $VFF $TLRY"
X Link 2025-10-24T17:39Z [---] followers, [----] engagements
"$CBWTF #AIO #SCALE #FOCUS @b40cannabis"
X Link 2025-10-25T02:14Z [---] followers, [----] engagements
"TOP-20 flower genetics in ON last 13-weeks (w/corresponding pre-roll) 👉lots of interesting info packed into this page 👉Clearly there are some very different business models under the surface $CBWTF $CRON $VFF $OGI $TLRY $SNDL $MTLNF"
X Link 2025-10-25T22:41Z [---] followers, [----] engagements
"@littlebigfoot77 $CBWTF fixed 👇"
X Link 2025-10-26T03:21Z [---] followers, [----] engagements
"20x.35g = 2X 10x.35g = $34.97 @ Value Buds #AverageTicket $CBWTF #Chemzilla #FireBreath #PreRolls TOP-20 flower genetics in ON last 13-weeks (w/corresponding pre-roll) 👉lots of interesting info packed into this page 👉Clearly there are some very different business models under the surface $CBWTF $CRON $VFF $OGI $TLRY $SNDL $MTLNF https://t.co/AuBoLY3ICb TOP-20 flower genetics in ON last 13-weeks (w/corresponding pre-roll) 👉lots of interesting info packed into this page 👉Clearly there are some very different business models under the surface $CBWTF $CRON $VFF $OGI $TLRY $SNDL $MTLNF"
X Link 2025-10-29T00:28Z [---] followers, [---] engagements
"How did the 10X.7g Backpackers launch impact the 10X.35g Liquid Imagination Slims What might be next for Back Forty pre-rolls Where are the glaring opportunities $CBWTF 👇"
X Link 2025-10-29T22:12Z [---] followers, [---] engagements
"$CBWTF @maxwellhouse99 @MicroCapClub 👇 Here is @maxwellhouse99 pitching AUXLY Cannabis Group $XLY.TO at Planet Microcap Toronto [----] https://t.co/etl9K8g6cR Here is @maxwellhouse99 pitching AUXLY Cannabis Group $XLY.TO at Planet Microcap Toronto [----] https://t.co/etl9K8g6cR"
X Link 2025-10-30T00:15Z [---] followers, [---] engagements
"some updated IPR sales ests [--] months on IMHO Jeeter/Claybourne represent potential energy for $DBCCF because I posit those LPs are losing $ so I keep my eyes on trends(which look better) & I continue to find it interesting how much of $CGC IPR sales come from one SKU 👇 $DBCCF General Admission may finally be stabilizing while international seems poised to be a new leg of growth previously dominant IPR share has been aggressively eroded by [--] competitors who appear to be losing about a dollar for every pre-roll they sell interesting dynamics https://t.co/8TQXYNtPgZ $DBCCF General Admission may"
X Link 2025-11-01T20:44Z [---] followers, [---] engagements
"Insightful discussion w/ @mgorenst @CultivatedNews @jfberke @jaymrosenthal I especially agree w/ this 👇 perspective $MSOS $CRON 👉entire interview https://www.youtube.com/live/jJ3bFxca3ewsi=cmrFM0YMYuhkC4pG https://www.youtube.com/live/jJ3bFxca3ewsi=cmrFM0YMYuhkC4pG"
X Link 2025-11-10T23:52Z [---] followers, [----] engagements
"$CBWTF EV CAD$$290MM re: the moat (& for reference👇) Leamington -CAD$180MM Charlottetown CAD$70MM @HugoAlves1972 @smallcapdisc so-called institutional capital is looking for ways to make money not to get you out of a hole when first movers make bad moves they don't necessarily have advantages IMO the cream will rise to the top in what will be a GLOBAL industry 👇 $CBWTF 👉https://t.co/R15rqXkn7b https://t.co/IlqidO72hV so-called institutional capital is looking for ways to make money not to get you out of a hole when first movers make bad moves they don't necessarily have advantages IMO the"
X Link 2025-11-12T18:59Z [---] followers, [---] engagements
"INCORRECT the read should be that I am always re-listening to recent and older interviews I am NOT focused on quarterly earnings I will let everyone else worry about the quarters and I will stay focused on the years $CBWTF @markemerritt @HugoAlves1972 @smallcapdisc Reading between the lines of your posts today it appears you may be anticipating a strong earnings report tomorrow @markemerritt @HugoAlves1972 @smallcapdisc Reading between the lines of your posts today it appears you may be anticipating a strong earnings report tomorrow"
X Link 2025-11-12T19:35Z [---] followers, [---] engagements
"some cannabis wisdom - which I receive as cannabis investing wisdom - from @HugoAlves1972 CEO of $CBWTF - [--] of a small # of custom-built 1MMSF facilities on🌎 "the hardest one to buy is cultivation. I would build it." TLDR: build cultivation buy extraction w/@smallcapdisc $CBWTF @AuxlyGroup Leamington @HugoAlves1972 @PlanetMicroCap @smallcapdisc 👇 https://t.co/KfVY7HTrn8 $CBWTF @AuxlyGroup Leamington @HugoAlves1972 @PlanetMicroCap @smallcapdisc 👇 https://t.co/KfVY7HTrn8"
X Link 2025-11-12T21:16Z [---] followers, [---] engagements
"Quarterly letter to shareholders from @AuxlyGroup CEO @HugoAlves1972 $CBWTF 👉 https://www.auxly.com/wp-content/themes/auxly-site-production/media/2025Q3/2025_Q3_LetterToShareholders.pdf https://www.auxly.com/wp-content/themes/auxly-site-production/media/2025Q3/2025_Q3_LetterToShareholders.pdf"
X Link 2025-11-14T14:09Z [---] followers, [---] engagements
"IMHO @AuxlyGroup $CBWTF is THE world leader in cannabis vapes pre-rolls & cultivation at scale & they are presently firing on all cylinders (but just getting started) 💡Watch out cannabis world: the future is here it just arrives unevenly https://open.substack.com/pub/markemerritt/p/the-cannabis-business-its-not-just Incredibly proud of the @AuxlyGroup team for delivering our best quarter to date 🙏🙌 #JGS $cbwtf $xly.to https://open.substack.com/pub/markemerritt/p/the-cannabis-business-its-not-just Incredibly proud of the @AuxlyGroup team for delivering our best quarter to date 🙏🙌 #JGS"
X Link 2025-11-14T15:41Z [---] followers, [----] engagements
"put an ounce of this in your pipe & smoke it👇 food for thought the brands listed are certainly not all of equivalent product quality but nevertheless @AuxlyGroup represents future competition $CBWTF just reported 57% gross margins in Q3 (which is after a $1/gram excise tax) IMHO @AuxlyGroup $CBWTF is THE world leader in cannabis vapes pre-rolls & cultivation at scale & they are presently firing on all cylinders (but just getting started) 💡Watch out cannabis world: the future is here it just arrives unevenly https://t.co/R15rqXkn7b IMHO @AuxlyGroup $CBWTF is THE world leader in cannabis"
X Link 2025-11-15T17:13Z [---] followers, [----] engagements
"what is the mix of 28g bag sales in your market 👉because it will continue moving in the direction of larger sizes i.e. lower/g prices 👇Ontario flower mix by package size last [--] weeks vs same weeks [--] years ago #CostStructure $CBWTF $VFF $OGI $TLRY $SNDL $MSOS put an ounce of this in your pipe & smoke it👇 food for thought the brands listed are certainly not all of equivalent product quality but nevertheless @AuxlyGroup represents future competition $CBWTF just reported 57% gross margins in Q3 (which is after a $1/gram excise tax) https://t.co/V294i6vA1h put an ounce of this in your pipe &"
X Link 2025-11-15T19:46Z [---] followers, [----] engagements
"Recent in-vitro study of Avicannas PwdRx technology demonstrated statistically significant results including 74% higher bioavailability (AUC) 63% faster peak plasma levels (TMAX) and a 134% higher peak plasma concentration (CMAX) when compared to MCT oil formulation. $AVCNF If you wanna bet on schedule [--] Heres my dark horse: $AVCNF https://t.co/yrcWz4lNWI https://t.co/xl92kPImNP If you wanna bet on schedule [--] Heres my dark horse: $AVCNF https://t.co/yrcWz4lNWI https://t.co/xl92kPImNP"
X Link 2025-11-19T16:40Z [---] followers, [---] engagements
"$AVCNF https://www.avicanna.com/avicanna-announces-pre-clinical-data-supporting-enhanced-absorption-and-patent-filing-for-novel-oral-delivery-platform/ https://www.avicanna.com/avicanna-announces-pre-clinical-data-supporting-enhanced-absorption-and-patent-filing-for-novel-oral-delivery-platform/"
X Link 2025-11-19T16:40Z [---] followers, [---] engagements
"South Point GREAT CANNABIS DOESNT NEED GIMMICKS $CBWTF https://www.southpointcannabis.com/ https://www.southpointcannabis.com/"
X Link 2025-11-20T00:16Z [---] followers, [---] engagements
"You know whats better than revenue growth in my opinion 👉Future revenue growth that others dont see coming along with a massive undervaluation of valuable assets Soon I believe many will seek what $AVCNF has #ValueInvesting @markemerritt Lots to like But the revenue growth. @markemerritt Lots to like But the revenue growth"
X Link 2025-11-20T16:56Z [---] followers, [---] engagements
"ON 28g - avg weekly sales est vs "avg item price" - last [--] weeks $CBWTF $VFF $CRON $TLRY $OGI $SNDL"
X Link 2025-11-24T23:56Z [---] followers, [---] engagements
"South Point likely has somewhat higher post-harvest & packaging costs but to the extent this is akin to a price increase -which it is - the implications down the income statement are COMPELLING when you account for the $1/g excise tax vs B40 gross revenue/g +21% net rev +35% $CBWTF $XLY.TO And were live on OCS with South Point Auxly's new brand. Solid looking packaging. About $1/g pricier than B40 on flower and $2/g for prerolls. https://t.co/416w9IOWRB $CBWTF $XLY.TO And were live on OCS with South Point Auxly's new brand. Solid looking packaging. About $1/g pricier than B40 on flower and"
X Link 2025-12-02T21:20Z [---] followers, [---] engagements
"12/17/2025 10AM EST @AvicannaInc Join us for an exclusive overview of an exceptional year of progress for Avicanna. We will highlight key advancements across R&D clinical development commercial initiatives and financial performance. $AVCNF https://avicanna.us19.list-manage.com/track/clicku=c43e5cf71ca586d2c851b1274&id=babaf0957c&e=d8b89311ee https://avicanna.us19.list-manage.com/track/clicku=c43e5cf71ca586d2c851b1274&id=babaf0957c&e=d8b89311ee"
X Link 2025-12-04T16:29Z [---] followers, [---] engagements
"TORONTO Dec. [--] [----] @AuxlyGroup $CBWTF.will present live at the Small Cap Growth Virtual Investor Conference hosted by on December [--] [----]. DATE: December [--] [----] TIME: 1:00pm ET LINK: https://www.globenewswire.com/Trackerdata=qo8mtmDE1BF7z8eYQEfdFcedTP6nA4wSdvMkkCT5DSlkh9Oh_dao4F2_pMMuXOqoqCqlj6lSsfnJSF8gKubjb9udDB1aTJcVE26JOtW01mzvt9Ci5nDm3YAAzYXh4tpyENmRUIe-HI8OwLnHnvQvGinepAxwuW4X5pC2BLnxhUSKJemqUim_VRO_9KMidF1RXe2EwSXhZeqQ0ErNZN1YPv16wKFM-ZsSQ3JkefJb_bYRmhXd3NjmdMQ-BRSwTdE3N6VxVCCH9DjNDKVw3jFXlDf_ll_cf_2RIEPPz0pZiPNH4GSkhUI6GwTN9Up6Z6Ep http://VirtualInvestorConferences.com"
X Link 2025-12-04T19:40Z [---] followers, [----] engagements
"these comments re:AIO innovation give a glimpse into how $CBWTF does things differently: "We worked on the all-in-one for [--] months.everyone else rushed in. they haven't taken [--] months of careful R&D development custom hardware custom design.dozens of rounds of sensory." my search has been for the best cannabis company at SCALE in the WORLD to profitably surf the decade-(/s) long global wave coming (IMHO) I pick: $CBWTF @AuxlyGroup WHY 👉flower pre-rolls & vapes - profitably at scale & @HugoAlves1972 explains each succinctly 👇 https://t.co/okGPyc5KqH my search has been for the best cannabis"
X Link 2025-12-09T20:04Z [---] followers, [---] engagements
"$CBWTF https://www.virtualinvestorconferences.com/wcc/eh/4814904/lp/5162006/auxly-cannabis-group-inc-otcqb-cbwtf-tsx-xlyutm_source=1225smallcapVIC&utm_medium=pr&utm_campaign=1225smallcapVIC&utm_id=auxly @markemerritt @AuxlyGroup @HugoAlves1972 Where I can find the video https://www.virtualinvestorconferences.com/wcc/eh/4814904/lp/5162006/auxly-cannabis-group-inc-otcqb-cbwtf-tsx-xlyutm_source=1225smallcapVIC&utm_medium=pr&utm_campaign=1225smallcapVIC&utm_id=auxly @markemerritt @AuxlyGroup @HugoAlves1972 Where I can find the video"
X Link 2025-12-09T20:19Z [---] followers, [----] engagements
"$CBWTF #SouthPoint #EarlyRead #IllTakeIt $CBWTF $XLY.TO And were live on OCS with South Point Auxly's new brand. Solid looking packaging. About $1/g pricier than B40 on flower and $2/g for prerolls. https://t.co/416w9IOWRB $CBWTF $XLY.TO And were live on OCS with South Point Auxly's new brand. Solid looking packaging. About $1/g pricier than B40 on flower and $2/g for prerolls. https://t.co/416w9IOWRB"
X Link 2025-12-10T01:09Z [---] followers, [---] engagements
"✅ intellectual property ✅ asset light ✅ scalable ✅ medically/pharmaceutically-focused ✅ proprietary matrix of formulations/delivery methods ✅ [--] commercially available products ✅ Fortune [---] collaborators ✅ global supply chain/distribution ❌huge seller📉 🦆🦆🦆 $AVCNF If you wanna bet on schedule [--] Heres my dark horse: $AVCNF https://t.co/yrcWz4lNWI https://t.co/xl92kPImNP If you wanna bet on schedule [--] Heres my dark horse: $AVCNF https://t.co/yrcWz4lNWI https://t.co/xl92kPImNP"
X Link 2025-12-13T19:08Z [---] followers, [----] engagements
"I thought this was🎯 from @analyst_exec This is implicit in my analysis of cannabis companies in 🌍 & appears to be almost entirely absent from any analysis I have seen of public US cannabis companies $MSOS $GLASF"
X Link 2025-12-19T17:36Z [---] followers, [---] engagements
"Disillusioned words like bullets bark As human gods aim for their mark Make everything from toy guns that spark To flesh-colored Christs that glow in the dark -Its Alright Ma (Im Only Bleeding) (1964) the prescience of @bobdylan #1984 #2025"
X Link 2025-12-21T15:50Z [---] followers, [---] engagements
"buried in this #LongRead posted Thursday is [----] fine words on $AVCNF my favorite line (which admittedly was written by ChatGPT) is: "In that sense Avicannas commercial activity is not separate from its R&D strategy it is the front end of it." https://markemerritt.substack.com/p/canadian-cannabis-some-updated-thoughts Canadian Cannabis - Some Updated Thoughts w/ my current thinking on my [--] largest holdings 👉https://t.co/qYP75U7fNL $CBWTF $DBCCF $AVCNF #DYODD https://t.co/DmrvgTO1du https://markemerritt.substack.com/p/canadian-cannabis-some-updated-thoughts Canadian Cannabis - Some Updated"
X Link 2025-12-27T20:22Z [---] followers, [----] engagements
"3 of them IMHO 👇 https://x.com/markemerritt/status/2004412920852369733s=20 By the time everyone calls it a great business the exceptional returns are usually in the rearview. The time to buy is when a company is misunderstood undiscovered and under-appreciated. https://x.com/markemerritt/status/2004412920852369733s=20 By the time everyone calls it a great business the exceptional returns are usually in the rearview. The time to buy is when a company is misunderstood undiscovered and under-appreciated"
X Link 2026-01-04T23:34Z [---] followers, [---] engagements
"$AVCNF @AvicannaInc @Aras_azadian @TheDalesReport 👇 ✅ intellectual property ✅ asset light ✅ scalable ✅ medically/pharmaceutically-focused ✅ proprietary matrix of formulations/delivery methods ✅ [--] commercially available products ✅ Fortune [---] collaborators ✅ global supply chain/distribution ❌huge seller📉 🦆🦆🦆 $AVCNF ✅ intellectual property ✅ asset light ✅ scalable ✅ medically/pharmaceutically-focused ✅ proprietary matrix of formulations/delivery methods ✅ [--] commercially available products ✅ Fortune [---] collaborators ✅ global supply chain/distribution ❌huge seller📉 🦆🦆🦆 $AVCNF"
X Link 2026-01-07T22:04Z [---] followers, [---] engagements
"$TLRY Q2 revenue mix (w/gross margin % by segment) US$1BN market cap Q2: net revenue $217MM gross margin $57MM net loss $44MM"
X Link 2026-01-09T01:44Z [---] followers, [---] engagements
"$AVCNF is a uniquely well positioned company In global cannabis IMHO It is like no other & ripe with opportunities & @Aras_azadian is the real deal @TheDalesReport #BabiestOfTheBathWater #StillNearAllTimeLows buried in this #LongRead posted Thursday is [----] fine words on $AVCNF my favorite line (which admittedly was written by ChatGPT) is: "In that sense Avicannas commercial activity is not separate from its R&D strategy it is the front end of it." https://t.co/qYP75U7fNL https://t.co/dEFXCcJg0c buried in this #LongRead posted Thursday is [----] fine words on $AVCNF my favorite line (which"
X Link 2026-01-11T15:21Z [---] followers, [---] engagements
"$AVCNF ".For us its a validating moment in terms of our thesis also an indicating moment taking the approach we've taken with standardized medicine.and I think the US government indicating a pathway that will be linked to evidence medicine and insurance adjudication is an ".For us its a validating moment in terms of our thesis also an indicating moment taking the approach we've taken with standardized medicine.and I think the US government indicating a pathway that will be linked to evidence medicine and insurance adjudication is an"
X Link 2026-01-12T21:03Z [---] followers, [---] engagements
"2023 $6MM [----] $15MM [----] $29MM Why is our bank account empty @TheDime_8th #Growth #ToughBusiness"
X Link 2026-01-17T16:36Z [---] followers, [---] engagements
".competition at this stage in the industry (globally) are more like amateurs - even in today to my ears this interview supports that thesis too (& not to take anything away from Jaunty - they seem to be kicking ass in their domain) but eg 3/4 https://x.com/markemerritt/status/2012574564891636038s=20 Is anyone else out there producing up to [----] slim-stick whole-flower pre-rolls per minute @AuxlyGroup @b40cannabis $CBWTF https://t.co/eXD0CJQNxE https://x.com/markemerritt/status/2012574564891636038s=20 Is anyone else out there producing up to [----] slim-stick whole-flower pre-rolls per minute"
X Link 2026-01-17T22:21Z [---] followers, [---] engagements
"@Johnhollf To the extent they can move some of their b2b sales outside thats a bonus To the extent prices are higher overseas thats a cherry on top Selling branded products in Canada is more important IMO"
X Link 2026-01-17T22:30Z [---] followers, [--] engagements
"They do not understand that the true pilot must pay attention to the stars and winds and sky and not to the tricks by which men try to seize the helm"
X Link 2026-01-21T15:16Z [---] followers, [---] engagements
"👉my take: the company w/the highest gross margins in the biz is flexing its competitive muscle like a good CPG company does NOT in flower where barriers to entry are highest but in AIOs where it seems anyone can go to market quickly w/outsourcing (or so they thought) 3/3"
X Link 2026-01-23T19:44Z [---] followers, [---] engagements
"RT @robertlufkinmd: It doesn't have to be this way. h/t the_carnivore_lifestyle"
X Link 2026-01-25T15:08Z [---] followers, [---] engagements
"Be a thermostat not a thermometer. Wisdom from Senator @CoryBooker. https://x.com/thedailyshow/status/760158157586989056 Sen. @CoryBooker on how he stands up to bullies like Donald Trump. https://t.co/r53iAIM9x9 https://t.co/C4EL9wmKnm https://x.com/thedailyshow/status/760158157586989056 Sen. @CoryBooker on how he stands up to bullies like Donald Trump. https://t.co/r53iAIM9x9 https://t.co/C4EL9wmKnm"
X Link 2016-08-01T17:54Z [---] followers, [---] engagements
"@lrozen Great move on delay (by V. Putin) - I always knew he was very smart"
X Link 2018-02-25T22:08Z [---] followers, [--] engagements
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