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8 Articles

$TRUL

Trulieve – Structure & Current State Q4 F2019

In our last structure on Trulieve ($TRUL), we mused about the potential for them to lever off of Fortress Florida™ and expand via combination or acquisition, versus going it alone. After all, we've read more

In our last structure on Trulieve ($TRUL), we mused about the potential for them to lever off of Fortress Flo read more

Curaleaf – Structure & Current State Q4 F2019

Curaleaf is an interesting outfit to say the least. Sporting some 50 stores across 12 states, they can validly claim to being one of the most pre-eminent multi-state operators around. And due to the read more

Curaleaf is an interesting outfit to say the least. Sporting some 50 stores across 12 states, they can validl read more

Trulieve Structure & Current State – Q3F2019

It’s US MSO week, and I’m up to my neck in all kinds of spreadsheets and earnings reports.  Let’s get on it. To the financials! _____________________________________ Cash is do read more

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Trulieve: Digging for cash on the shelf

We’ve covered Trulieve ($TRUL) for a couple of quarters now, and noted some of the unique features of this outfit. They had filed a shelf prospectus (back in mid-May) and did a raise on the back read more

We’ve covered Trulieve ($TRUL) for a couple of quarters now, and noted some of the unique features of this read more