# ![@JDerevyanny Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::3409323439.png) @JDerevyanny Jerry Derevyanny

Jerry Derevyanny posts on X about $msos, business, $grusf, this is the most. They currently have [-----] followers and [---] posts still getting attention that total [---] engagements in the last [--] hours.

### Engagements: [---] [#](/creator/twitter::3409323439/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::3409323439/c:line/m:interactions.svg)

- [--] Week [------] +239%
- [--] Month [------] +78%
- [--] Months [-------] -38%
- [--] Year [-------] -18%

### Mentions: [--] [#](/creator/twitter::3409323439/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::3409323439/c:line/m:posts_active.svg)

- [--] Months [--] -63%
- [--] Year [---] -34%

### Followers: [-----] [#](/creator/twitter::3409323439/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::3409323439/c:line/m:followers.svg)

- [--] Week [-----] +0.91%
- [--] Month [-----] +0.71%
- [--] Months [-----] -0.19%
- [--] Year [-----] +14%

### CreatorRank: [---------] [#](/creator/twitter::3409323439/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::3409323439/c:line/m:influencer_rank.svg)

### Social Influence

**Social category influence**
[finance](/list/finance)  27.72% [countries](/list/countries)  6.93% [technology brands](/list/technology-brands)  4.95% [social networks](/list/social-networks)  3.96% [celebrities](/list/celebrities)  2.97% [automotive brands](/list/automotive-brands)  0.99% [currencies](/list/currencies)  0.99% [ncaa football](/list/ncaa-football)  0.99%

**Social topic influence**
[$msos](/topic/$msos) 17.82%, [business](/topic/business) 8.91%, [$grusf](/topic/$grusf) 7.92%, [this is](/topic/this-is) 6.93%, [ceo](/topic/ceo) 6.93%, [$tcnnf](/topic/$tcnnf) 5.94%, [$vrnof](/topic/$vrnof) 5.94%, [if you](/topic/if-you) 5.94%, [$gtbif](/topic/$gtbif) 5.94%, [strong](/topic/strong) 4.95%

**Top accounts mentioned or mentioned by**
[@usethoubrain](/creator/undefined) [@jfberke](/creator/undefined) [@henrylumencken](/creator/undefined) [@iloveriggin](/creator/undefined) [@aaronvalue](/creator/undefined) [@anandastrategy](/creator/undefined) [@sammyj19](/creator/undefined) [@varrell](/creator/undefined) [@margincall420](/creator/undefined) [@obiestrickler](/creator/undefined) [@renasherbill](/creator/undefined) [@balanjason](/creator/undefined) [@joecool15](/creator/undefined) [@berniemoreno](/creator/undefined) [@repdavejoyce](/creator/undefined) [@senatortimscott](/creator/undefined) [@secscottbessent](/creator/undefined) [@otcexpert101](/creator/undefined) [@flyeaglesfly529](/creator/undefined) [@rivcapital](/creator/undefined)

**Top assets mentioned**
[Innovative Industrial Properties, Inc. Common stock (IIPR)](/topic/$iipr)
### Top Social Posts
Top posts by engagements in the last [--] hours

"Ohio AG taking aim at shelf space sharing agreements by large MSOs w what looks like a decently strong case. Expect follow on lawsuits by other AGs. Expect weakest wholesale operators to be most hurt - you can decide for yourselves who they are. $msos https://www.ohioattorneygeneral.gov/Media/News-Releases/February-2026/Yost-Sues-Multistate-Cannabis-Operators-for-Anti-C https://www.ohioattorneygeneral.gov/Media/News-Releases/February-2026/Yost-Sues-Multistate-Cannabis-Operators-for-Anti-C"  
[X Link](https://x.com/JDerevyanny/status/2019819525244375398)  2026-02-06T17:04Z [----] followers, [----] engagements


"What if cannabis use is actually helping prevent much more serious addictions to opioids Lots of factors but to ignore a substitution effect that has decently strong evidence is bonkers. [--] million Americans are smoking weed 21+ days a month This is a full blown addiction crisis that even the NYT now says: "Its Time for America to Admit That It Has a Marijuana Problem" https://t.co/FRGWFg6Bt3 [--] million Americans are smoking weed 21+ days a month This is a full blown addiction crisis that even the NYT now says: "Its Time for America to Admit That It Has a Marijuana Problem""  
[X Link](https://x.com/JDerevyanny/status/2021061183571362215)  2026-02-10T03:18Z [----] followers, 32K engagements


"@JoeCool_15 @berniemoreno @RepDaveJoyce @SenatorTimScott @SecScottBessent You know the cash ends up in MSO back accounts right"  
[X Link](https://x.com/JDerevyanny/status/2022735344479953231)  2026-02-14T18:11Z [----] followers, [---] engagements


"@HenryLuMencken @OTCExpert101 @FlyEaglesFly529 This is a preview of why nwbo will lose"  
[X Link](https://x.com/JDerevyanny/status/2022799501329862788)  2026-02-14T22:25Z [----] followers, [---] engagements


"We wrote about how major Canadian LPs entering the US are actually disadvantaged vs. MSOs. #MSOGang It's about time someone says it -- The Canadians Aren't Coming #msosgang #uscannabis https://t.co/glCuUbBwwB It's about time someone says it -- The Canadians Aren't Coming #msosgang #uscannabis https://t.co/glCuUbBwwB"  
[X Link](https://x.com/JDerevyanny/status/1362857351888343042)  2021-02-19T20:11Z [----] followers, [--] engagements


"After having all weekend to determine the situation and get some answers no $GLASF PR pre market is mind boggling"  
[X Link](https://x.com/JDerevyanny/status/1944771107598577755)  2025-07-14T14:48Z [----] followers, [----] engagements


"Not sure why $tcnnf isnt down like 10% min on this news. $msos conspiracy to prop up prices (That last part is sarcasm) YIKES: Florida officials announced a marijuana campaign failed to collect enough valid signatures to put a legalization initiative on the ballotbut the campaign says that determination is "premature" and it submitted "more than enough" valid petitions. https://t.co/uisC1qB2E8 YIKES: Florida officials announced a marijuana campaign failed to collect enough valid signatures to put a legalization initiative on the ballotbut the campaign says that determination is "premature""  
[X Link](https://x.com/JDerevyanny/status/2018350870241710340)  2026-02-02T15:48Z [----] followers, [----] engagements


"The actual coroner report doesnt paint a great picture for $CURA UK operation. The doc seems to have fallen below the standard of care but plenty of confounding factors so its not like Curaleaf can solely be blamed for his tragic death. CURA public response due April [--]. Im gonna guess the law firm doing this is working to find more cases https://www.judiciary.uk/wp-content/uploads/2026/02/Oliver-Robinson-Prevention-of-future-deaths-report-2026-0058_Published.pdf 'Patient killed himself after being prescribed cannabis Coroner finds private prescription of drug contributed to mans death'"  
[X Link](https://x.com/JDerevyanny/status/2022805740302536962)  2026-02-14T22:50Z [----] followers, [----] engagements


"@RIVcapital setting the standard for cowardice. Instead of a conference call you get a RECORDING of a conference call which is prob just a recorded speech where they tell you 247mm for a NY license was a good idea and recent events have not put that in doubt at all"  
[X Link](https://x.com/JDerevyanny/status/1694010135289749662)  2023-08-22T15:34Z [----] followers, [---] engagements


"Happy to see this come across the wire. $BMMJ is a very different co w/o senior debt hoovering up tons of interest and choking out any flexibility and nimbleness. Look forward to seeing what next few quarters bring. (Bengals fund is long equity and holds convertible debt) Body and Mind Fully Repays Senior Secured Lender and Closes Ohio Dispensary Transaction. Provides Update on Illinois and New Jersey Dispensary Development. $BAMM $BMMJ https://t.co/WNw1vGWfhs https://t.co/jL0lWqfeIE Body and Mind Fully Repays Senior Secured Lender and Closes Ohio Dispensary Transaction. Provides Update on"  
[X Link](https://x.com/JDerevyanny/status/1714671270208635226)  2023-10-18T15:54Z [----] followers, [----] engagements


"When you put dog shit in a bag throw it away and never look at it again that doesnt make it overlooked. Much the same thing with $gramf. Gold Flora $GRAM $GRAMF is the next potential candidate for top [--] US #Cannabis players. Highly overlooked by investors having high growth potential. #MSOGang #MSOS $MSOS #PotStocks #Marijuana #CannabisCommunity #Cannabisintustry #Legalizeit #CannabisStocks #CannabisNews https://t.co/U6FHrC5buw Gold Flora $GRAM $GRAMF is the next potential candidate for top [--] US #Cannabis players. Highly overlooked by investors having high growth potential. #MSOGang #MSOS"  
[X Link](https://x.com/JDerevyanny/status/1740602098587422927)  2023-12-29T05:14Z [----] followers, [----] engagements


"@Rony_Ferrari Long GTI in my PA and our fund is long $grusf $bmmj $XSF and $gdnsf"  
[X Link](https://x.com/JDerevyanny/status/1802026814615024016)  2024-06-15T17:14Z [----] followers, [---] engagements


"Bengals Q2 letter is now out. We discuss our portfolio companies ( $GRUSF $XSF $BMMJ $GDNSF) and how cannabis is not really high growth I will be doing a spaces to chat about the letter and cannabis investing generally Friday 07/19 at 1pm PST https://bengalcapital.substack.com/p/bengal-capital-q2-2024-letter https://bengalcapital.substack.com/p/bengal-capital-q2-2024-letter"  
[X Link](https://x.com/JDerevyanny/status/1812832087348814162)  2024-07-15T12:50Z [----] followers, [----] engagements


"@ILoveRiggin Bust or destroy is a high bar but the closest to me are $GRAM $CBST $JUSH. Next tier up (not bust or destroy but really suspect risk/reward) is $CURLF and $PLTH Q2 could show evidence of improvement for some of these so trying to keep an open mind"  
[X Link](https://x.com/JDerevyanny/status/1816573645873119686)  2024-07-25T20:38Z [----] followers, [---] engagements


"Happy to see $VREOF debt extension and early conversion cross the line - congrats @analyst_exec and thanks to Chicago Atlantic for the support and long term vision (We are long in the fund) Today we announced an amendment to our Green Ivy credit agreement with Chicago Atlantic and affiliates which extends the maturity date on the credit facility by [--] months. Read the release: https://t.co/0o9EH1w2Sw $VREO $VREOF #MSOGang https://t.co/9gacaOE4ib Today we announced an amendment to our Green Ivy credit agreement with Chicago Atlantic and affiliates which extends the maturity date on the credit"  
[X Link](https://x.com/JDerevyanny/status/1819023655441223885)  2024-08-01T14:53Z [----] followers, [----] engagements


"$CBST was not hurt more than other companies - everyone was hurt the same. They just put themselves in the worst position. And now theyll continue to sell everything off until they have a dispensary in Akron and a bunch of Nick Vitas old business cards"  
[X Link](https://x.com/JDerevyanny/status/1827005480583217349)  2024-08-23T15:30Z [----] followers, [----] engagements


"Legit question for $AYRWF people: CEO is fired/quits right as OH goes rec with strong initial sales - where Ayr has [--] stores and a 70k production facility. How can this not tell you something about what Q3 is going to look like for them"  
[X Link](https://x.com/JDerevyanny/status/1838275362813546889)  2024-09-23T17:52Z [----] followers, [----] engagements


"Spicy little statement from Steve Deangelo on $sthzf receivership"  
[X Link](https://x.com/JDerevyanny/status/1841501454575747451)  2024-10-02T15:32Z [----] followers, [----] engagements


"Makes sense that a large private co like PH does this first and interesting situation for $IIPR to play https://finance.yahoo.com/news/innovative-industrial-properties-reports-default-115500231.html https://finance.yahoo.com/news/innovative-industrial-properties-reports-default-115500231.html"  
[X Link](https://x.com/JDerevyanny/status/1870124783087870396)  2024-12-20T15:11Z [----] followers, [----] engagements


"No one dos any real work when NYE falls midweek anyway so jump on and lets have some fun chatting pot stocks Agenda is to discuss cracks in the state led growth story and how to look at things going forward Early heads up that Higher Exchanges returns Thursday at [--] pm EST. This week @MorganPaxhia and I will be joined by the wise and cranky @JDerevyanny of @BengalCap. Please set the reminder below and we'll see you Thursday afternoon. https://t.co/hoTVsJ8dVj Early heads up that Higher Exchanges returns Thursday at [--] pm EST. This week @MorganPaxhia and I will be joined by the wise and cranky"  
[X Link](https://x.com/JDerevyanny/status/1874874421942616381)  2025-01-02T17:44Z [----] followers, [----] engagements


"@ILoveRiggin Whats sketchy about raising equity at higher than market"  
[X Link](https://x.com/JDerevyanny/status/1874878289506095203)  2025-01-02T17:59Z [----] followers, [---] engagements


"@RevelationsLP @aaronvalue Wait you're worried about Chicago Atlantic whose co-CEO is now the CEO of Vireo which also holds senior debt at Vireo and which has a large enough position that any sales would be subject to pages of disclosure.is going to blow out shares it bought at a higher price"  
[X Link](https://x.com/JDerevyanny/status/1889095162506486221)  2025-02-10T23:32Z [----] followers, [---] engagements


"Ok guys the new and groundbreaking department at $vrnof has decided to flip the script on cannabis retail and create a.store"  
[X Link](https://x.com/JDerevyanny/status/1937872192852914687)  2025-06-25T13:55Z [----] followers, [----] engagements


"@UseThouBrain @drennan10 I mean they generated 4m from operations in all of [----] and burned 16m or whatever LTM. At least some chance of a raise"  
[X Link](https://x.com/JDerevyanny/status/1939035988921356729)  2025-06-28T18:59Z [----] followers, [--] engagements


"How it started vs. how it's going. What we wrote in Bengal's [----] letter (2/27/25) vs. Headset sales data showing 31.8% avg. price decline in June. $TCNNF management reported they have seen muted price compression thus far. $VRNOF pointed to "discounting" as if this were something different from price compression. I'm guessing more crack start to show for FL exposed operators in Q2. https://twitter.com/i/web/status/1942336458989396310 https://twitter.com/i/web/status/1942336458989396310"  
[X Link](https://x.com/JDerevyanny/status/1942336458989396310)  2025-07-07T21:34Z [----] followers, [---] engagements


"@markemerritt I honestly thought it was a good line and couldnt resist just because he was such a blowhard about Ben and everything else. And zero insight on cannabis just more big claims about being so connected to government officials"  
[X Link](https://x.com/JDerevyanny/status/1944079415811727589)  2025-07-12T17:00Z [----] followers, [---] engagements


"One big difference between Nevada corporate law and BC is shareholder rights. Shareholders w a couple percent of the company can call a meeting in Canada - but not so in Nevada and if you read the $vrnof prospectus they go to the maximum allowed by Nevada in rejecting minority shareholder rights. So my guess is that this is more about entrenching current leadership than some mythical future uplisting preparation. Verano Holdings Corp. Announces Proposed Redomicile of Parent Company from British Columbia to Nevada $VRNO $VRNOF $MSOS https://t.co/VWE9Odx4Oy Verano Holdings Corp. Announces"  
[X Link](https://x.com/JDerevyanny/status/1967638739712401517)  2025-09-15T17:16Z [----] followers, [----] engagements


"IMO the difficult short term but good long term shift to make on cannabis is to move away from medical use towards arguing it is a widely used safer than alcohol intoxicant that should be regulated as such. This is more representative of broader demand and thats long term better path to full de scheduling. Curious of @anandastrategy feels differently. "Medical marijuana" is fake. Always has been always will be https://t.co/bg7tOInIQH "Medical marijuana" is fake. Always has been always will be https://t.co/bg7tOInIQH"  
[X Link](https://x.com/JDerevyanny/status/1999921121332986100)  2025-12-13T19:15Z [----] followers, [----] engagements


"yeah i think there's a strong case that w/ S3 they are fair valued and some are probably still overvalued S3 won't unlock more cashflow for almost all of them and growth is a big question mark as fewer states come online and revenue in maturing states starts to trend down more etc https://twitter.com/i/web/status/2005737338266427847 https://twitter.com/i/web/status/2005737338266427847"  
[X Link](https://x.com/JDerevyanny/status/2005737338266427847)  2025-12-29T20:27Z [----] followers, [---] engagements


"@ph32121991 @sammyj_19 How does up listing change the trajectory of revenue gross profit EBITDA etc"  
[X Link](https://x.com/JDerevyanny/status/2013343310094704661)  2026-01-19T20:10Z [----] followers, [---] engagements


"In the abstract you're right. This is what the "book" would tell you would happen. But as applied to this industry it's a lot murkier. Many of these companies have a [--] year history of relatively bad capital allocation - the idea that substantial equity capital is going to come in to fund growth in that situation seems like a stretch. https://twitter.com/i/web/status/2014460646918914495 https://twitter.com/i/web/status/2014460646918914495"  
[X Link](https://x.com/JDerevyanny/status/2014460646918914495)  2026-01-22T22:10Z [----] followers, [---] engagements


"@sammyj_19 @V_arrell Whats the evidence that hes dialed in other than years of dc visits and bad safe banking predictions"  
[X Link](https://x.com/JDerevyanny/status/2017260204145168727)  2026-01-30T15:34Z [----] followers, [---] engagements


"@UseThouBrain @HenryLuMencken Which is why a vanguard total market etf will outperform almost every hedge fund in existence over a 20-30 year horizon"  
[X Link](https://x.com/JDerevyanny/status/2017452345928655093)  2026-01-31T04:18Z [----] followers, [--] engagements


"@StaesDavid Oh look some cranky bullshit in Epstein files must mean its true and credible"  
[X Link](https://x.com/JDerevyanny/status/2017652604025847991)  2026-01-31T17:34Z [----] followers, [---] engagements


"Thinnest bullshit ever. [----] anonymous call on that sounds like total bullshit. Then an email that basically just mentions his name as someone they need to investigate because of the anonymous report (so nothing new). Just like the third accuser of Harvey Weinstein that was very public went to jail for false reporting people should take some of the pile on allegations with a grain of salt https://twitter.com/i/web/status/2017733438095454506 https://twitter.com/i/web/status/2017733438095454506"  
[X Link](https://x.com/JDerevyanny/status/2017733438095454506)  2026-01-31T22:55Z [----] followers, [---] engagements


"@MarginCall_420 Maybe because their book value is made up of crap"  
[X Link](https://x.com/JDerevyanny/status/2018367498996047918)  2026-02-02T16:54Z [----] followers, [---] engagements


"@MarginCall_420 cresco is v different from gti but don't burden yourself with reading a balance sheet"  
[X Link](https://x.com/JDerevyanny/status/2018381711281951078)  2026-02-02T17:51Z [----] followers, [--] engagements


"@MitchGordon_ Is this interest or short volume"  
[X Link](https://x.com/JDerevyanny/status/2018746065080680933)  2026-02-03T17:59Z [----] followers, [---] engagements


"@March2Millions Yes. Also I think a Nigerian prince emailed Epstein too"  
[X Link](https://x.com/JDerevyanny/status/2018889492132934104)  2026-02-04T03:28Z [----] followers, [---] engagements


"@UseThouBrain What case law is in their favor lol"  
[X Link](https://x.com/JDerevyanny/status/2019152089973420482)  2026-02-04T20:52Z [----] followers, [---] engagements


"@jfberke What makes you think they are pivoting to being conservative rather than just taking necessary steps to right the ship"  
[X Link](https://x.com/JDerevyanny/status/2019192155886198787)  2026-02-04T23:31Z [----] followers, [---] engagements


"@jfberke Thats opinion. This is newsroom"  
[X Link](https://x.com/JDerevyanny/status/2019233007224094958)  2026-02-05T02:13Z [----] followers, [--] engagements


"@johnguyjohnston @jfberke Were you as upset when American government employees and administration staff under Biden tried to and did get major platforms to surpress c statements about COVID including the lab leak theory"  
[X Link](https://x.com/JDerevyanny/status/2019417472634679519)  2026-02-05T14:26Z [----] followers, [--] engagements


"@jfberke FWIW a different perspective: I left the Washington Post [--] years ago. An editor told me Jeff Bezos would gut the paper and I wouldnt have a job very long. The motto when I left before they changed it to Democracy Dies in Darkness was For and about Washington. They changed it to communicate the I left the Washington Post [--] years ago. An editor told me Jeff Bezos would gut the paper and I wouldnt have a job very long. The motto when I left before they changed it to Democracy Dies in Darkness was For and about Washington. They changed it to communicate the"  
[X Link](https://x.com/JDerevyanny/status/2019530443717242912)  2026-02-05T21:55Z [----] followers, [--] engagements


"In response to a request for comment from Salon a Justice Department official said DOJ is working to identify the most expeditious means of executing the EO. Translation: The president told us to do it fast but first we need to figure out how to do it fast which is slow. https://www.salon.com/2026/02/06/trumps-cannabis-rescheduling-order-was-just-smoke/ https://www.salon.com/2026/02/06/trumps-cannabis-rescheduling-order-was-just-smoke/ https://www.salon.com/2026/02/06/trumps-cannabis-rescheduling-order-was-just-smoke/"  
[X Link](https://x.com/JDerevyanny/status/2019908765617660380)  2026-02-06T22:59Z [----] followers, [----] engagements


"$CRLBF - Cresco Labs shareholder vote includes provision that pulls all 8.5m options and replaces them with 8.5m RSUs on a [--] year vest. 6m of these options are held by one person and one person alone: the CEO. Wheres the shareholder value here https://capedge.com/filing/1832928/0001832928-25-000018/6K/file/2 https://capedge.com/filing/1832928/0001832928-25-000018/6K/file/2"  
[X Link](https://x.com/JDerevyanny/status/1956417064807420029)  2025-08-15T18:05Z [----] followers, [----] engagements


"First this is continuing operations. $CURA has had discontinued operations that drag on results historically in real terms. Second the add back for salaries isinteresting Lastly to get to 4x property coverage they need to eg get 40m of EBITDA out of their 78m facility in Florida. You really think they come close Or continue to come close after prices continue to drop (although hemp ban could slow that down in FL especially) https://twitter.com/i/web/status/2003162436283547895 https://twitter.com/i/web/status/2003162436283547895"  
[X Link](https://x.com/JDerevyanny/status/2003162436283547895)  2025-12-22T17:55Z [----] followers, [--] engagements


"@KingForaDay__1 What difference does rescheduling make for high tide Its still federally illegal"  
[X Link](https://x.com/JDerevyanny/status/2012578047304598008)  2026-01-17T17:29Z [----] followers, [---] engagements


"I say this as someone who has owned and quite likes the management at $HITI: I think youre wildly over optimistic both on S3 quickly leading to safe/uplisting and on the US entry side. There are some very critical business differences between Canada and the U.S. that make a U.S. entry much riskier than just opening a store. Management talks a bit about the U.S. but seems to realize the opportunity is in Canada and international. https://twitter.com/i/web/status/2012583793069031742 https://twitter.com/i/web/status/2012583793069031742"  
[X Link](https://x.com/JDerevyanny/status/2012583793069031742)  2026-01-17T17:52Z [----] followers, [---] engagements


"This is 100% the best thing on Twitter in the last month likely last year possibly all time. THREAD: The rise and fall of WeWork. Told through a series of GIFs from The Office. Starring Michael Scott as Adam Neumann. THREAD: The rise and fall of WeWork. Told through a series of GIFs from The Office. Starring Michael Scott as Adam Neumann"  
[X Link](https://x.com/JDerevyanny/status/1180191642030153728)  2019-10-04T18:43Z [----] followers, [--] engagements


"@jaketapper So close though"  
[X Link](https://x.com/JDerevyanny/status/1189961816379514880)  2019-10-31T17:46Z [----] followers, [--] engagements


"The divesture deals being done now by MSOs are good deals because they ensure survival. But investors should question v seriously the survival of employment for those that pushed these overextended land grabs while taking very high comp. #msogang $msos"  
[X Link](https://x.com/JDerevyanny/status/1624118698129883136)  2023-02-10T18:50Z [----] followers, [----] engagements


"$RIV.CN - Shares are trading at .16 so to avoid a shareholder vote on an incredibly stupid deal they *drum roll** buy out the dissenter @JasonGWild at US$0.58 AND pay his legal fees Still early but very strong contender for worst corporate governance in cannabis of 23"  
[X Link](https://x.com/JDerevyanny/status/1628821228810276864)  2023-02-23T18:16Z [----] followers, [----] engagements


"Cannabis is a niche industry - a small pond. Some people want to be big fish in it. In turn some of these people decide the way to becoming big fish is to manufacture as much drama on Twitter as humanly possible. This subset of people should be laughed at and it taken seriously"  
[X Link](https://x.com/JDerevyanny/status/1629846204468310016)  2023-02-26T14:09Z [----] followers, [----] engagements


"$crlbf and $cchwf extend merger deadline to summer solstice because mercury in retrograde and Neptune in transition create highest odds of a successful outcome. Both companies actively soliciting shaman to help close the deal. $CRLBF - $CCHWF has mutually agreed to extend the outside date to complete the proposed acquisition from March [--] [----] to June [--]. We are making good progress on the remaining divestitures and moving closer to completing the CC acquisition." https://t.co/7I7QF7Ib5s $CRLBF - $CCHWF has mutually agreed to extend the outside date to complete the proposed acquisition from"  
[X Link](https://x.com/JDerevyanny/status/1630237959403491329)  2023-02-27T16:06Z [----] followers, [----] engagements


"Open file ColeMemo.doc Ctrl-C Ctrl-N Ctrl-V Find/Replace Cole - Garland Ctrl-S Save As GarlandMemo.doc Bidens Attorney General Says DOJ Is Still Working On Federal Marijuana Policy Approach "It will be very close to what was done in the Cole Memorandum. Were not quite done with it yet. #cannabis 🌿 https://t.co/pSeM5j8cj2. https://t.co/qHKjbm1pPb Bidens Attorney General Says DOJ Is Still Working On Federal Marijuana Policy Approach "It will be very close to what was done in the Cole Memorandum. Were not quite done with it yet. #cannabis 🌿 https://t.co/pSeM5j8cj2. https://t.co/qHKjbm1pPb"  
[X Link](https://x.com/JDerevyanny/status/1631288244699537410)  2023-03-02T13:40Z [----] followers, [----] engagements


"$JUSHF reaching end of classic cannabis cycle: borrow - overpromise - underdeliver - fleece shareholders before lenders own it w/o warrants CEO took $1.15mm in paper for 737k in cash - implying bond is worth $.64 to the dollar - higher than .72 bid on 2nd lien bonds now. Not the best from @wearejushi in Q3 with results short of consensus top-line decline and margin contraction. Some growth drivers ahead with OH turning to rec in late '24 and potential rec conversions later in VA/PA but operational improvements are needed in the meantime https://t.co/C0Rani7OR7 Not the best from @wearejushi in"  
[X Link](https://x.com/JDerevyanny/status/1725246380187566265)  2023-11-16T20:16Z [----] followers, 16.1K engagements


"$MSOs investors at anyone who thinks DEA will not go schedule [--] A man attacked a Clark County judge in court today after she denied his probation. https://t.co/CTL5VgPZFU A man attacked a Clark County judge in court today after she denied his probation. https://t.co/CTL5VgPZFU"  
[X Link](https://x.com/JDerevyanny/status/1742772276033101961)  2024-01-04T04:57Z [----] followers, [----] engagements


"Highlighting what a great partner @aaronvalue has been to $grusf - the early debt conversion was a class act. Long term minded aligned shareholders like him are a huge boost in micro/small caps - and one of the things that will eventually get Grown Rogue to midcap+ (long) My funds now own 9.9% of $GRUSF which is an increase from last filing. Here is the SEC filing: https://t.co/0LEoWSooGM Go @ObieStrickler and @JakobIotte My funds now own 9.9% of $GRUSF which is an increase from last filing. Here is the SEC filing: https://t.co/0LEoWSooGM Go @ObieStrickler and @JakobIotte"  
[X Link](https://x.com/JDerevyanny/status/1753838951591485542)  2024-02-03T17:52Z [----] followers, [----] engagements


"Bengals [----] letter is now out: We discuss our portfolio - $GRUSF $BMMJ $XSHLF $GDNSF - and why we remain skeptical of the long term value of many large MSOS like $CURAF even w S3 https://bengalcapital.substack.com/p/bengal-capital-fy2023-letter https://bengalcapital.substack.com/p/bengal-capital-fy2023-letter"  
[X Link](https://x.com/anyuser/status/1755633182299615586)  2024-02-08T16:42Z [----] followers, [----] engagements


"You might be a cannabro investor if You spent more time rewatching a clip of Kamala Harris than youve spent reading any cannabis financial statement in the last year"  
[X Link](https://x.com/JDerevyanny/status/1757103518484398258)  2024-02-12T18:04Z [----] followers, [----] engagements


"You may be a cannabro if You meticulously analyze every half penny move of $MSOS while also tweeting multiple times a day about how cannabis is a long term story"  
[X Link](https://x.com/JDerevyanny/status/1758171093435891910)  2024-02-15T16:47Z [----] followers, [----] engagements


"$Gtbif not doing these tax strategies is an indicator of balance sheet strength not that they have worse tax lawyers. Many do not understand this. @Bkov9 Speaking of taxes when are you going to file for a Kim R tax special & get back $200M+ in 280e refunds @Bkov9 Speaking of taxes when are you going to file for a Kim R tax special & get back $200M+ in 280e refunds"  
[X Link](https://x.com/JDerevyanny/status/1765768842767388704)  2024-03-07T15:57Z [----] followers, [----] engagements


"Had a really fun time chatting cannabis stocks with @JulianLinStocks on @RenaSherbill s podcast https://podcasts.apple.com/us/podcast/cannabis-investing-masterclass-with-julian-lin-jerry/id1455998535i=1000656300959 https://podcasts.apple.com/us/podcast/cannabis-investing-masterclass-with-julian-lin-jerry/id1455998535i=1000656300959"  
[X Link](https://x.com/JDerevyanny/status/1792995601874903339)  2024-05-21T19:07Z [----] followers, [----] engagements


"@stripe absurd. If WRITING about a restricted business is the same as ENGAGING in that business I expect you to demonetize the New York Times and all of the those murder podcasts my wife loves immediately. I keep waiting for @Stripe to say "oh you're not *actually* a canna business--you just *write* about canna businesses" but they've quadrupled down. Still gonna ✍ will figure it out next week but srlsy @stripe do better. RT for @stripe to do better 🤨 https://t.co/mJNC76L7id I keep waiting for @Stripe to say "oh you're not *actually* a canna business--you just *write* about canna businesses""  
[X Link](https://x.com/JDerevyanny/status/1808625687072522427)  2024-07-03T22:15Z [----] followers, [----] engagements


"Sad that businesses and people are still getting hurt because of political grandstanding by senator Booker and others that prevented safe. A Seattle pot shop is cleaning up after a burglary early Wednesday morning. https://t.co/C8Ttxnw7jS A Seattle pot shop is cleaning up after a burglary early Wednesday morning. https://t.co/C8Ttxnw7jS"  
[X Link](https://x.com/JDerevyanny/status/1818713251091497047)  2024-07-31T18:20Z [----] followers, [----] engagements


"$msos investors should reflect a bit today on how the CEO who claimed S3 was a done deal pre election based on discussions w Harris staffers should be regarded going forward vs the ceo who called the ALJ hearing months ago"  
[X Link](https://x.com/JDerevyanny/status/1828198976430170588)  2024-08-26T22:32Z [----] followers, [----] engagements


"Wonder if Nate Silver is properly taking into account the dozen cannabis investor Twitter votes Harris lost because of the rescheduling delay in forecasting the election"  
[X Link](https://x.com/JDerevyanny/status/1828541566417543560)  2024-08-27T21:14Z [----] followers, [----] engagements


"Soon some ppl on here will need to explain to their families how they lost a lot of money following random X accounts with handles like Weedstradumus and come to terms w the fact that its their fault and not some algo or market maker or politician - theirs alone. $MSOS"  
[X Link](https://x.com/JDerevyanny/status/1828880647592796631)  2024-08-28T19:41Z [----] followers, 11K engagements


"Investors should keep stats like this in mind. If you believe companies (e.g. $GTBIF $GRUSF etc.) are compounding underlying value you should be much more sensitive to SELLING EARLY than bottom ticking your entry price"  
[X Link](https://x.com/JDerevyanny/status/1829213649669657067)  2024-08-29T17:44Z [----] followers, [----] engagements


"@donmurphy12a @AmericanCCo This will be why Vs the [---] sum odd millions spent by $trul"  
[X Link](https://x.com/JDerevyanny/status/1829910344166420744)  2024-08-31T15:53Z [----] followers, [----] engagements


"Most useful guy on cannabis investing twitter by a mile $msos I made a map of all FL dispensaries complete with the average daily vehicle traffic on nearby roads. It may take a bit to load I recommend using a computer. You can turn off the traffic layer in the top-right menu. $MSOS $TCNNF $AYRWF $VRNOF $CURLF https://t.co/24aiVIynaw I made a map of all FL dispensaries complete with the average daily vehicle traffic on nearby roads. It may take a bit to load I recommend using a computer. You can turn off the traffic layer in the top-right menu. $MSOS $TCNNF $AYRWF $VRNOF $CURLF"  
[X Link](https://x.com/JDerevyanny/status/1838755496129663442)  2024-09-25T01:40Z [----] followers, [----] engagements


"If you can get over your 100m+ market cap stock being down 10% on volume totaling less than a moderately optioned BMW [--] series and realize whats going on underneath - thats kind of the long term opportunity $grusf "I hate to say it but we could possibly see 60% EBITDA margins in New Jersey." @ObieStrickler on spaces right now. First harvest is November 12th. $GRUSF 😎 "I hate to say it but we could possibly see 60% EBITDA margins in New Jersey." @ObieStrickler on spaces right now. First harvest is November 12th. $GRUSF 😎"  
[X Link](https://x.com/JDerevyanny/status/1839694570604626227)  2024-09-27T15:52Z [----] followers, [----] engagements


"Prediction I could be totally wrong on: $GTBIF next year will get a bank mortgage on their NY production facility and not just be the first to buy back meaningful amounts of stock but also the first MSO to do a levered buyback. Im guessing $70-80m 7.5%"  
[X Link](https://x.com/JDerevyanny/status/1839725474194641358)  2024-09-27T17:55Z [----] followers, [----] engagements


"Just had a great conversation with @RajGrover_HITI from $hiti. Always good to chat with a founder ceo who lives the business and takes a long term strategic view on how to win. Would hate to compete w him in Canada for sure"  
[X Link](https://x.com/JDerevyanny/status/1841922414822949047)  2024-10-03T19:24Z [----] followers, [----] engagements


"Bengal Q3 '24 letter out. Fund +4% vs. MSOS -2% in the quarter (w/ so much cannabis noise this is basically flat for both imo) YTD Fund +105% vs. 2% since inception +66% vs. -82%. $MSOS $GRUSF $BMMJ We discuss operational rigor and how it relates to multiples. Link below"  
[X Link](https://x.com/anyuser/status/1850951751190659074)  2024-10-28T17:24Z [----] followers, [----] engagements


"Amazing how different the world COULD be if DeSantis had just been a decent human to Susan Wiles. He couldve been president by now but instead hes taking hemp money and bullying $tcnnf to show who is the biggest baddest Florida Man"  
[X Link](https://x.com/JDerevyanny/status/1856009097671512546)  2024-11-11T16:20Z [----] followers, [----] engagements


"Get ready for the $msos guys who told you that Gaetz was a lock Trump gets what he wants Thune rolls over etc. to now confidently predict that Gaetz getting shitcanned is an even BETTER development Only place these guys dont look is a mirror"  
[X Link](https://x.com/JDerevyanny/status/1859682282426265781)  2024-11-21T19:36Z [----] followers, [----] engagements


"Great chat with @CannaVestments and @RenaSherbill $MSOS I've gotten more bearish on many names in the sector post Q3 - politics won't improve rapidly deteriorating business of many MSOs. $CURLF and others approaching short territory. https://podcasts.apple.com/us/podcast/the-cannabis-investing-podcast/id1455998535i=1000677836822 https://podcasts.apple.com/us/podcast/the-cannabis-investing-podcast/id1455998535i=1000677836822"  
[X Link](https://x.com/JDerevyanny/status/1860027683142594809)  2024-11-22T18:28Z [----] followers, [----] engagements


"So get this: DeSantis shows $tcnnf who is boss in FL and THEN he finally grants the [--] med licenses that have been held for years in limbointo a market with big capacity increases and likely big price compression [--] new Florida MMTC licenses issued. https://t.co/CBfIc96qXS https://t.co/m3g6YnoCkA [--] new Florida MMTC licenses issued. https://t.co/CBfIc96qXS https://t.co/m3g6YnoCkA"  
[X Link](https://x.com/JDerevyanny/status/1861633047533334769)  2024-11-27T04:48Z [----] followers, [----] engagements


"Just ran a quick search for past predictions and how they works out and lets just say the records not looking good fellas. $curlf Biggest takeaway from yesterdays livestream with @Boris_Jordan Unity among the top [--] MSOs in lobbying efforts. Next [--] yrs are crucial big numbers being put up aiming for a $50M PAC in DC. 💪 $MSOS #CannabisIndustry #Lobbying @TheDalesReport @V_arrell https://t.co/DN9YXLsH4J Biggest takeaway from yesterdays livestream with @Boris_Jordan Unity among the top [--] MSOs in lobbying efforts. Next [--] yrs are crucial big numbers being put up aiming for a $50M PAC in DC. 💪"  
[X Link](https://x.com/JDerevyanny/status/1877421072057856453)  2025-01-09T18:23Z [----] followers, [----] engagements


"I'm sorry but this part of the SEC insider trading complaint against former $VRNOF exec Marsico is one of the funniest sequences of events I've ever seen. Like bud you ever heard of incognito mode"  
[X Link](https://x.com/JDerevyanny/status/1882901236644790277)  2025-01-24T21:20Z [----] followers, [----] engagements


"Congrats to my partner Sanjay on joining the $agfy board From early $gtbif investor to helping craft the future of bevviesIm kinda low key jealous Some folks trust to reason Others trust to might I don't trust to nothing But I know it come out right Say it once again now Oh I hope you understand Playing 🤾♂ Playing in the band ⚡ $AGFY $GTBIF Welcome Pete & Sanjay 👊 https://t.co/mWQZerQKO9 Some folks trust to reason Others trust to might I don't trust to nothing But I know it come out right Say it once again now Oh I hope you understand Playing 🤾♂ Playing in the band ⚡ $AGFY $GTBIF Welcome"  
[X Link](https://x.com/JDerevyanny/status/1887159022446686680)  2025-02-05T15:19Z [----] followers, [----] engagements


"Theres only one thing Im deeply confident of in cannabis stocks if federal legalization happens: a wave of bankruptcy filings of unbelievable quickness"  
[X Link](https://x.com/JDerevyanny/status/1889744423732298027)  2025-02-12T18:32Z [----] followers, [----] engagements


"$sndl filing today shows they hold 5.4% of $hiti Interestingly the filing is a 13g indicating passive ownership. A 13d filing would indicate they actually want to do something active so folks should watch out for that. Interesting times We acknowledge todays filing from SNDL which underscores the significant undervaluation of our shares and serves as further validation of the superior business we have built compared to our peers. Our board and management team have carefully reviewed this matter and we We acknowledge todays filing from SNDL which underscores the significant undervaluation of"  
[X Link](https://x.com/JDerevyanny/status/1900342556371955989)  2025-03-14T00:25Z [----] followers, [----] engagements


"Does this not count @BalanJason Please remind me what specific campaign pledge @realDonaldTrump made regarding #cannabis policy @BalanJason Please remind me what specific campaign pledge @realDonaldTrump made regarding #cannabis policy"  
[X Link](https://x.com/JDerevyanny/status/1904786871332507681)  2025-03-26T06:45Z [----] followers, [----] engagements


"$MSOS is an aggregator and allows people to access pot stocks more broadly. You can buy it through many brokerages that wouldnt let you touch otc cannabis names. There is options coverage for it now - something you wont see in individual names for years. You can disagree w the portfolio allocations sure. But you cant really argue that MSOS performance isnt a reflection of the sector - if the fund had owned JUST $GTBIF it would be down 80%+ vs 90%+ as it is nownot the kind of difference where you can see some kind of incredible portfolio mismanagement for whats supposed to provide access to a"  
[X Link](https://x.com/JDerevyanny/status/1940803958228111519)  2025-07-03T16:04Z [----] followers, [----] engagements


"If you invest in cannabis or are interested in cannabis policy @anandastrategy is a must follow. Chatting with him is a breath of fresh air - deep knowledge of the sector and a nuanced understanding of how politics and business combine. Our talk today makes me rethink some of my opinions - which is exactly the point"  
[X Link](https://x.com/JDerevyanny/status/1943418985409843417)  2025-07-10T21:16Z [----] followers, [----] engagements


"Some thoughts on Cohodes recent comments: [--]. Ben from $gtbif is not beyond criticism. I think hes wrong on $msos. But its hilarious to criticize the guy whose company has generated financial results head and shoulders above everyone else for not doing enough for the industry or not being some kind of team player - newsflash guy: maybe Ben NOT doing those things and focusing on his business IS the difference vs CEOs who blather about DC while their companies fall apart. [--]. You dont get to control what base youre born on but you do get to control what you do. Helping to build a company of 5k"  
[X Link](https://x.com/JDerevyanny/status/1944119736641761580)  2025-07-12T19:40Z [----] followers, 12K engagements


"A few things on this and $gtbif - how I think about it at least: [--]. On a relative basis Ben is in the sea of tranquility while most of the others are piddling around at kitty hawk. [--]. A ceo has remarkably little control over his stock price. Fed rates risk environment etc. So stock price is not always best barometer. [--]. Better to try to judge how the BUSINESS has performed vs the stock. Cash flows up Prior investments seem to be paying off Any major mistakes [--]. GTI cashflows are up but being stressed by typical cannabis normalization. Agrify investment seems interesting and definitely seems"  
[X Link](https://x.com/JDerevyanny/status/1944462819602399681)  2025-07-13T18:23Z [----] followers, [----] engagements


"Nice to see $GLASF came to this conclusion. But there are plenty of reasons why an active investigation may not necessarily lead to a change in guidance. Maybe the expected effects of the investigation can be put beyond the guidance window you provided - its not like GH is guiding over a year out. And why not mention this in the PR Why not explicitly say the company is unaware of any events which would cause it to modify or retract prior issued earnings guidance I think things start to become a little clearer with $GLASF: https://t.co/Prs3iVecFm $GLASF refinancing of $70m of Pref B/C by new"  
[X Link](https://x.com/JDerevyanny/status/1945604615594283464)  2025-07-16T22:01Z [----] followers, 10.7K engagements


"I certainly have no love for the Dank Informer but mark my words: Cohodes is going to be an albatross for $GLASF. Having a guy like Joe Pesci's character from GoodFellas as a mouthpiece for your company is not a recipe for good things long term"  
[X Link](https://x.com/JDerevyanny/status/1945897688152805668)  2025-07-17T17:25Z [----] followers, [----] engagements


"New cannabis investing guru just dropped @J_Invests24 @BlueBrigade77 https://t.co/AtzlTW8hil @J_Invests24 @BlueBrigade77 https://t.co/AtzlTW8hil"  
[X Link](https://x.com/JDerevyanny/status/1950194660334587904)  2025-07-29T14:00Z [----] followers, [----] engagements


"A tale of two takes from Q2 [----] calls in $MSOS land: Executive #1: The price pressures in the United States have nothing to do with the regulated market. The price pressure in the United States have to do with two things: one is hemp and two is the illicit market in which there's very little enforcement. vs. Executive #2: The challenges we previously highlighted include systemic price compression at both wholesale and retail largely due to increased competition and oversupply regulatory uncertainty whereby regs surrounding hemp and cannabis make it very difficult to allocate capital with a"  
[X Link](https://x.com/JDerevyanny/status/1953506850328260897)  2025-08-07T17:21Z [----] followers, [----] engagements


"Huge bang this morning scared the crap out of me before I realized it was just the $tlry share printer turning on"  
[X Link](https://x.com/JDerevyanny/status/1955290188579844259)  2025-08-12T15:28Z [----] followers, [----] engagements


"Less than one month ago $GLASF reiterated full year guidance as they refied their pref. This was after the raid. Today they cut full year EBITDA guidance by half. Wonder what changed. Nice to see $GLASF came to this conclusion. But there are plenty of reasons why an active investigation may not necessarily lead to a change in guidance. Maybe the expected effects of the investigation can be put beyond the guidance window you provided - its not like GH is https://t.co/fir34CS1Bx Nice to see $GLASF came to this conclusion. But there are plenty of reasons why an active investigation may not"  
[X Link](https://x.com/JDerevyanny/status/1955743851077099660)  2025-08-13T21:30Z [----] followers, [----] engagements


"I think Marc compares $GLASF to $GRUSF even though they are very very different companies and not really competitive just because he doesn't like me but he doesn't really understand what he's talking about. GH reports cost per lb of biomass GR reports cost per pound of flower. Normalizing for yield GH's cost per pound of flower probably $250-300 is my guess (and that's with a facility that cost orders of magnitude more than GR has ever spent)"  
[X Link](https://x.com/JDerevyanny/status/1955786075303240037)  2025-08-14T00:18Z [----] followers, [----] engagements


"S3 is not a Big Pharma trojan horse - it's time to put away the boogeyman and get real. S3 is a good not perfect step towards further liberalization and hopefully will lead to descheduling. Throwing out nonsense about "Big Pharma" just shows you don't understand how pharma works. A few examples: - Novel pharma companies that search for new drugs patent everything they can get their hands on because upside in the future is high and also defensively as well in case they are accused of infringement in the future. The STANDARD for a pharma patent is VERY LOW. You just need to show potential"  
[X Link](https://x.com/JDerevyanny/status/1960401191214702959)  2025-08-26T17:57Z [----] followers, [----] engagements


"$VRNOF YoY: revenue down COGS flat in absolute terms GP down = very easy to see effects of price normalization without any increased share. Without not paying 66m in taxes theyd be in cash burn YTD. Just terrible results. Should no longer be considered a tier one co at a min. And will be interesting to see if this is a bit of a preview on $tcnnf w depredation in FL Verano Earnings $203 M Revs; est. $203M $ 53.1M AEBITDA; est. $61M $ 95.2M GP; est. $104.9M $ 9.3M OI; est. $24.2M 47% GM; est. 51.7% /position $VRNOF https://t.co/pPAZXahxFG https://t.co/FlJSmi2Py9 Verano Earnings $203 M Revs;"  
[X Link](https://x.com/JDerevyanny/status/1983561996995043526)  2025-10-29T15:50Z [----] followers, [----] engagements


"@jimhigdon This is total donations from alcohol employees and pacs since [----]. Not the dunk you may think it is"  
[X Link](https://x.com/JDerevyanny/status/1988633829309874340)  2025-11-12T15:43Z [----] followers, 15K engagements

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