“The key to investing is determining the competitive advantage of any given company and, above all, the durability of that advantage. The products and services that have wide, sustainable moats around them are the ones that deliver rewards to investors.” — Warren Buffett

Canada’s cannabis industry on target to reach $10 Billion in annual GDP contribution in 2025

Do you know who the biggest “manipulators” are, it’s the heard of sheep on X all preaching a rigged system versus proper capital allocation and valuation $MSOS

The last few trading days $SPY 📈 $MSOS 📉

It’s not “manipulation” it’s overvaluation $MSOS

5 minutes of Charlie Munger’s wisdom on investing & life, in his trademark colorful style: “What I needed to get ahead was to compete against idiots. Luckily, there’s a large supply.”

Merry Christmas 🙂

American liberal queefs are the worse just like @HenryLuMencken 💩 $MSOS

The cannabis industry is full of dumb retail soy boys 😂 $MSOS

😂 $MSOS

$MSOS $GTBIF 30% upside to fair value and with little to no growth I’d expect only average market returns there after roughly 6-8% yoy.

Cannabis will be no different $MSOS

You can’t pay a massive multiple on assets like a lot of these cannabis operators had and still have over the years and not expect that if everything doesn’t go exactly according to plan you will not lose your shirt $MSOS $CGC $TLRY $CURLF

For the record I’m no fan of Wall Street and am not blind to the fact the majority of these managers could never make it so they chose the easier route and that is to collect fees off the backs of hard working men and women.

Retail investors want to blame others so bad for their poor allocation choices and not the simple fact they knowingly invested in a highly regulated, highly competitive, highly valued industry and they knew the investment thesis was dependent on politics for the majority of these

Added more $VFF on this pull back $MSOS

Warren Buffett: “The secret to life is weak competition…” “‘How do you beat Bobby Fischer?’ You play him at any game except chess.”