Confession time - I will soon only be able to afford call or put (singular) contract rather than calls or puts (plural) contracts due to lack of funding.
All you folks interested in TLRY: READ THIS!
Everyone focuses on state dispensaries or adult-use legalization. The bigger catalyst is federal:
DEA rescheduling to Schedule III → kills the 280E tax stranglehold, improves cash flow for operators, and makes capital easier to raise.
FDA-approved cannabinoid drugs → potentially reimbursed by Medicare/Medicaid. CMS already covers FDA-approved cannabinoid meds like Epidiolex (CBD) and dronabinol (THC). That’s a real healthcare market, not just dispensary sales.
So I’m aiming for exposure where those two currents overlap: pharma-grade cannabinoids, ancillary infrastructure, and real-estate cash flow.-
My current holdings
Zynerba (via Harmony Biosciences) – Transdermal CBD therapies for CNS disorders. Backed by Harmony’s resources, so more likely to get FDA approval and payer coverage than standalone biotech.
Tilray (TLRY) – Major global cannabis operator. Broader exposure across medical, adult-use, and consumer packaged goods.
Innovative Industrial Properties (IIPR) – This is my favorite “picks-and-shovels” play. A cannabis-focused REIT that buys specialized cultivation/processing facilities and leases them to state-licensed operators. They collect rent (many leases are triple-net), and rescheduling → 280E relief → tenants have stronger balance sheets → lower credit risk for IIPR. It’s essentially a way to get steady cash flow and dividends from the cannabis boom without plant-touching exposure.
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What I’m hunting next
I want more U.S. pharma/ancillary exposure that will benefit from:
Schedule III rescheduling (banking, taxes).
FDA-approved cannabinoid drugs being covered under Medicaid/Medicare.
Non-plant touching businesses (labs, packaging, compliance, logistics).
Names on my radar:
Green Thumb Industries (GTBIF) – Large MSO in the U.S.
KushCo (KSHB) – Ancillary packaging/compliance.
Other U.S. biotechs with cannabinoid pipelines.
Raw CBD/hemp oil ≠ reimbursable.
FDA-approved cannabinoid drugs = reimbursable. That’s where Zynerba/Harmony fits.
Global names like Tilray = diversification.
IIPR = steady cash flow, dividends, and less regulatory exposure.
Rescheduling + CMS coverage would light up this space, but even before that, IIPR gives real fundamentals that most cannabis tickers lack.
My current holdings
Zynerba (via Harmony Biosciences) – Transdermal CBD therapies for CNS disorders. Backed by Harmony’s resources, so more likely to get FDA approval and payer coverage than standalone biotech.
Tilray (TLRY) – Major global cannabis operator. Broader exposure across medical, adult-use, and consumer packaged goods.
Innovative Industrial Properties (IIPR) – This is my favorite “picks-and-shovels” play. A cannabis-focused REIT that buys specialized cultivation/processing facilities and leases them to state-licensed operators. They collect rent (many leases are triple-net), and rescheduling → 280E relief → tenants have stronger balance sheets → lower credit risk for IIPR. It’s essentially a way to get steady cash flow and dividends from the cannabis boom without plant-touching exposure.
What I’m hunting next
I want more U.S. pharma/ancillary exposure that will benefit from:
Schedule III rescheduling (banking, taxes).
FDA-approved cannabinoid drugs being covered under Medicaid/Medicare.
Non-plant touching businesses (labs, packaging, compliance, logistics).
Names on my radar:
Green Thumb Industries (GTBIF) – Large MSO in the U.S.
KushCo (KSHB) – Ancillary packaging/compliance.
Other U.S. biotechs with cannabinoid pipelines.
Raw CBD/hemp oil ≠ reimbursable.
FDA-approved cannabinoid drugs = reimbursable. That’s where Zynerba/Harmony fits.
Global names like Tilray = diversification.
IIPR = steady cash flow, dividends, and less regulatory exposure.
Rescheduling + CMS coverage would light up this space, but even before that, IIPR gives real fundamentals that most cannabis tickers lack.
-
My current holdings
Zynerba (via Harmony Biosciences) – Transdermal CBD therapies for CNS disorders. Backed by Harmony’s resources, so more likely to get FDA approval and payer coverage than standalone biotech.
Tilray (TLRY) – Major global cannabis operator. Broader exposure across medical, adult-use, and consumer packaged goods.
Innovative Industrial Properties (IIPR) – This is my favorite “picks-and-shovels” play. A cannabis-focused REIT that buys specialized cultivation/processing facilities and leases them to state-licensed operators. They collect rent (many leases are triple-net), and rescheduling → 280E relief → tenants have stronger balance sheets → lower credit risk for IIPR. It’s essentially a way to get steady cash flow and dividends from the cannabis boom without plant-touching exposure.
---
What I’m hunting next
I want more U.S. pharma/ancillary exposure that will benefit from:
Schedule III rescheduling (banking, taxes).
FDA-approved cannabinoid drugs being covered under Medicaid/Medicare.
Non-plant touching businesses (labs, packaging, compliance, logistics).
Names on my radar:
Green Thumb Industries (GTBIF) – Large MSO in the U.S.
KushCo (KSHB) – Ancillary packaging/compliance.
Other U.S. biotechs with cannabinoid pipelines.
Raw CBD/hemp oil ≠ reimbursable.
FDA-approved cannabinoid drugs = reimbursable. That’s where Zynerba/Harmony fits.
Global names like Tilray = diversification.
IIPR = steady cash flow, dividends, and less regulatory exposure.
Rescheduling + CMS coverage would light up this space, but even before that, IIPR gives real fundamentals that most cannabis tickers lack.
I have the opposite problem… Stuff that I think is going to pop ends up popping but I paper hand too early or I have a lack of confidence and don’t put much into it… This time I took a calculated risk and I’m trying to find some strategies to help me hold on. I did some training on this, but I tend to psychologically break after a few months. I’ve gotten better but I’m still learning. I’m not a master of my emotions yet.
my $ is on the absolutely atrocious state of the american diet (combined with a complete lack of regulation of health amd safety of that food, as well as god awful additives), combined with ever increasing stress as people see their paychecks stretched ever more thin, working more and more hours just to stay above water. then of course a complete lack of preventive healthcare, where people have healthcare at all.
> Also Apple said they'd be happy to work with Intel again.
> "We'd love to see Intel come back" as a chip competitor
Clearly lack reading comprehensions. Two different meanings you dumbfuck.