Jerry Derevyanny @JDerevyanny Twitter profile

Last Seen Profiles

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@_TKW1_

@Friend_Pretend

Jerry Derevyanny

@JDerevyanny

2 months

YIKES. I thought this was a repackaging of Schiller bad take, but boy I was wrong. This is an oped by a graduate of a non ABA approved law school who “plans” to take the bar. I’m all for variety of opinions, but can we at least do basic non-idiot screening first?

Marijuana Moment

@MarijuanaMoment

2 months

The Supreme Court Nuked Cannabis Rescheduling With Its Chevron Ruling (Op-Ed): "Bottom line: Absent Congressional action, the move to Schedule III just isn’t going to happen anytime soon."

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Jerry Derevyanny

@JDerevyanny

5 years

@jaketapper So close though....

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Jerry Derevyanny

@JDerevyanny

12 days

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

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Jerry Derevyanny

@JDerevyanny

1 month

$MSOS

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Jerry Derevyanny

@JDerevyanny

14 days

$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.

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Jerry Derevyanny

@JDerevyanny

5 years

This is 100% the best thing on Twitter in the last month, likely last year, possibly all time.

Ramp Capital

@RampCapitalLLC

5 years

THREAD: The rise and fall of WeWork. Told through a series of GIFs from The Office. Starring Michael Scott as Adam Neumann.

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Jerry Derevyanny

@JDerevyanny

8 months

$MSOs investors at anyone who thinks DEA will not go schedule 3

Las Vegas Locally 🌴

@LasVegasLocally

8 months

A man attacked a Clark County judge in court today after she denied his probation.

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Jerry Derevyanny

@JDerevyanny

13 days

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

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Jerry Derevyanny

@JDerevyanny

9 months

Derangement of cannabis investing twitter at peak. Stop trying to read the tea leaves and just celebrate that a bunch of ppl that had their lives upended by BS cannabis charges have now received some modicum of justice. The theories I am seeing are approaching $BBBY level of BS.

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Jerry Derevyanny

@JDerevyanny

2 months

@traymondgreen @dsonoiki @PaulSkallas Otherwise known as Americans you muppet

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Jerry Derevyanny

@JDerevyanny

7 months

You might be a cannabro investor if… You spent more time rewatching a clip of Kamala Harris than you’ve spent reading any cannabis financial statement in the last year

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Jerry Derevyanny

@JDerevyanny

2 years

Open file “ColeMemo.doc” Ctrl-C Ctrl-N Ctrl-V Find/Replace “Cole” -> “Garland” Ctrl-S Save As “GarlandMemo.doc”

Todd Harrison

@todd_harrison

2 years

Biden’s 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. We’re not quite done with [it] yet.” 🇺🇸 #cannabis 🌿 .

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Jerry Derevyanny

@JDerevyanny

1 year

FWIW, since I’ve been negative on the larger MSOs in recent past: took a small position in my PA in $GTBIF last week. When you put them side by side the other big MSOs, the differences are stark, and I think it’s a more than fair price based on current earnings #msogang

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Jerry Derevyanny

@JDerevyanny

14 days

Trying to time cannabis investing with political catalysts in one image.

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Jerry Derevyanny

@JDerevyanny

9 days

@donmurphy12a @AmericanCCo This will be why? Vs the 100 sum odd millions spent by $trul ?

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Jerry Derevyanny

@JDerevyanny

1 year

Tip my hat to @aaronvalue for demonstrating what true partnership looks like. He had no legal obligation to do this and $GRUSF stock is still fairly illiquid - just a stand up move focused on improving GR’s long term position. Hard to find in cannabis (Bengal’s fund is long GR)

Grown Rogue

@GrownRogue

1 year

Grown Rogue Announces Partial Conversion of US$2,000,000 Debenture Financing $GRUSF $GRIN

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Jerry Derevyanny

@JDerevyanny

2 years

On Twitter you’re only allowed to say that Curaleaf is the greatest company ever and layoffs don’t mean a thing OR that it’s the spawn of satan funded by russian mafia blood money. Nothing in between. Ever.

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Jerry Derevyanny

@JDerevyanny

5 years

@awealthofcs This was more of a poor dad moment.

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Jerry Derevyanny

@JDerevyanny

7 months

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.”

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Jerry Derevyanny

@JDerevyanny

11 days

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

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Jerry Derevyanny

@JDerevyanny

1 year

This is Norman. He also predicted HHS recommending schedule 3 but he’s not making a big deal about it.

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Jerry Derevyanny

@JDerevyanny

7 months

Was a lot of fun coming back on @canpod1 and chatting with @RenaSherbill about the cannabis industry $msos

How retail investors should evaluate cannabis stocks

Bengal Capital's Jerry Derevyanny shares his evolving thoughts on 280E and the process of rescheduling cannabis (2:20). Some uncomfortable truths about how inve

podcasts.apple.com

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Jerry Derevyanny

@JDerevyanny

2 years

$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

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Jerry Derevyanny

@JDerevyanny

2 years

$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.

The Dales Report

@TheDalesReport

2 years

$CRLBF - $CCHWF has mutually agreed to extend the outside date to complete the proposed acquisition from March 31, 2023 to June 30. “We are making good progress on the remaining divestitures and moving closer to completing the CC acquisition."

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Jerry Derevyanny

@JDerevyanny

5 years

@RampCapitalLLC Some people call it intermittent fasting. I call it constant saving.

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Jerry Derevyanny

@JDerevyanny

1 month

After visiting $ROMJ and $VFF yesterday it’s striking to think of what those cos would be if they had caught a FRACTION of the hype $ $tlry got. Hint: much bigger/better Intrigued to take a deeper look at cos trying to build real businesses vs selling stock to day traders

Betting Bruiser

@BettingBruiser

1 month

This why you should NEVER invest in $TLRY. A blatant self-enrichment scheme for Irwin Simon. Here is just the latest example: $3.4M ‘Retention Bonus’ awarded w/out a shareholder vote. 645K ‘Retention Bonus’ for rumoured mistress Denise. All to ensure he doesn’t leave $TLRY

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Jerry Derevyanny

@JDerevyanny

2 years

Today we published out a little “short” report on $AGFY - a co w/ inflated numbers that investors should avoid While not a large holding by any means, $MSOS (my favorite ETF for US cannabis) does hold some $AGFY, so I’d ask @todd_harrison et al. to sell it soon #msogang

Bengal Capital

@BengalCap

2 years

The Bengal Bite 🐯 | Longform | Agrify: A "Short" Report on a Stock We are not Short -

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Jerry Derevyanny

@JDerevyanny

2 years

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

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Jerry Derevyanny

@JDerevyanny

7 months

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)

Aaron Edelheit

@aaronvalue

7 months

My funds now own 9.9% of $GRUSF, which is an increase from last filing. Here is the SEC filing: Go @ObieStrickler and @JakobIotte !

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Jerry Derevyanny

@JDerevyanny

6 months

$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.

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Jerry Derevyanny

@JDerevyanny

2 months

@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.

Todd Harrison

@todd_harrison

2 months

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 🤨

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Jerry Derevyanny

@JDerevyanny

2 years

Sad to see $MSOS start to look way more like Canadian LPs than I had initially thought possible, and even sadder to see the response to some valid complaints about co performance being dismissed like you’d dismiss complaints about your favorite sports team.

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Jerry Derevyanny

@JDerevyanny

7 months

Bengal’s 2023 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

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Jerry Derevyanny

@JDerevyanny

2 years

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

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Jerry Derevyanny

@JDerevyanny

2 months

Slowly but surely the rotation into a higher quality shareholder base continues $gtbif

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Jerry Derevyanny

@JDerevyanny

4 months

Had a really fun time chatting cannabis stocks with @JulianLinStocks on @RenaSherbill ’s podcast

Cannabis investing masterclass with Julian Lin + Jerry Derevyanny

Jerry Derevyanny and Julian Lin break down the current state of the cannabis sector (1:00). How companies are massaging their earnings results (3:30). Proper me

podcasts.apple.com

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Jerry Derevyanny

@JDerevyanny

1 year

“Partnership”? Spotify sells ads on podcasts, you guys bought ads on podcasts, full stop. By this standard I’ve partnered with at least three gas stations this month. $CRLBF

Cresco Labs

@crescolabs

1 year

"This important partnership [with Spotify] is not only a step in normalizing cannabis, but it also showcases the sophistication and quality of marketing that we have unlocked at Cresco Labs." @coryrothschild

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Jerry Derevyanny

@JDerevyanny

4 years

We wrote about how major Canadian LPs entering the US are actually disadvantaged vs. MSOs. #MSOGang

Bengal Capital

@BengalCap

4 years

It's about time someone says it -- The Canadians Aren't Coming #msosgang #uscannabis

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Jerry Derevyanny

@JDerevyanny

3 months

Cannabis investing spaces today at noon PST. The whole spaces as speeches thing doesn’t make sense to me, so I’m hoping people come to ask questions and have a discussion, challenge views, etc.

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Jerry Derevyanny

@JDerevyanny

1 month

Sad that businesses and people are still getting hurt because of political grandstanding by senator Booker and others that prevented safe.

FOX 13 Seattle

@fox13seattle

1 month

A Seattle pot shop is cleaning up after a burglary early Wednesday morning.

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Jerry Derevyanny

@JDerevyanny

10 months

$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..

CannaVestments

@CannaVestments

10 months

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

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Jerry Derevyanny

@JDerevyanny

1 year

This PR is a masterclass in polishing a hardened piece of dogshit $CGC / $WEED

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Jerry Derevyanny

@JDerevyanny

5 months

Where are all the mea culpa posts from the ppl who assured us the DEA rescheduling was coming on 4/20?

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Jerry Derevyanny

@JDerevyanny

1 year

#MSOgang

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Jerry Derevyanny

@JDerevyanny

20 days

A3 clearly allows FL legislature to increase AU licenses beyond current medical, so no monopoly. FL legislature could easily add home grow in later bill (clearly allowed by A3 text), so why not campaign for that? Unless this is just a bad faith attempt to scuttle A3…? 🧐

Christina Pushaw 🐊 🇺🇸

@ChristinaPushaw

20 days

So here’s the thing: Amendment 3 would create a monopoly on recreational. It also doesn’t allow home growing. Why is it that other states that have passed recreational marijuana also allow individuals to home grow, but Florida’s Amendment 3 specifically does NOT? It’s not about

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Jerry Derevyanny

@JDerevyanny

1 year

Dear cannabis activists: alcohol has plenty of issues, but literally billions of people enjoy it totally responsibly every year. Ppl have done so for most of recorded history. Dunking on alcohol with your crazed opinions about its supposed evils is not the win you think it is.

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Jerry Derevyanny

@JDerevyanny

3 months

Excellent letter. Best case: reboot & continuation of Sam Adams trailblazing legacy/spirit for a decade+. Worst case, you get some more general market respect on $gtbif ‘s name from the noise created. This is what real corp strategy looks like, not buying a polish weed farmer.

Ben Kovler

@Bkov9

3 months

I wrote Jim Koch, legendary founder and chairman of Boston Beer $SAM, a letter on Sunday June 2 expressing that we think Green Thumb is a better buyer for SAM shareholders. I have received many requests, so it is attached. Think future back vs back forward ♾️ $MSOS $GTBIF

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Jerry Derevyanny

@JDerevyanny

1 year

Great work @JakobIotte and the rest of the $GRUSF team. Big thank you to @aaronvalue for being a great capital partner. A really reasonable cost of capital for a great company that I think is a win win for all involved. Now…to deploying it… (Our fund is long $GRUSF)

Grown Rogue

@GrownRogue

1 year

Grown Rogue Closes Convertible Debenture Financing for Gross Proceeds of US$5,000,000 $GRIN $GRUSF

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Jerry Derevyanny

@JDerevyanny

5 years

@WallStCynic Yes, but some of these houses will have items forgotten by previous owners such as old vacuum cleaners, baseball cards and maybe talented children's artwork which will quickly and efficiently be turned into cash.

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Jerry Derevyanny

@JDerevyanny

11 months

@Invest420 @SeekingAlpha Are you willing to provide comp performance of your model portfolios since $MSOs inception without me needing to pay $100 for your service?

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Jerry Derevyanny

@JDerevyanny

9 days

@donmurphy12a @AmericanCCo ….and polling over 60% in at least some of the surveys before this ever happened? Come on

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Jerry Derevyanny

@JDerevyanny

1 month

This is, of course, $CURLF If $CURLF had the aEBTIDA margins of $GTBIF, they'd have put up ~$42m additional in just the quarter. But yeah, Europe. Certainly a company not doing that well in one country should be given a multiple boost for now going to another continent.

Mike

@curated_value

1 month

These adjusted EBITDA’s are getting out of hand😂😂

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Jerry Derevyanny

@JDerevyanny

1 month

Prediction: as soon as $AYRWF sees the tiniest bit of volume, the ex Chair/CEO is going to click “sell” on his shares so fast that it’s going to create a minor shockwave that blows out adjacent windows

jungle.java

@junglejava1

1 month

AYR Wellness Announces Resignation of Executive Chair $AYR.A $AYRWF $MSOS

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Jerry Derevyanny

@JDerevyanny

2 years

Los Suenos bought for $67mm cash 1.5 yrs ago. Select bought almost exactly 3yrs ago for 16% dilution (about 1b in stock back then). Amesbury facility bought for millions a few yrs ago now shut down. Not sure how anyone can underwrite a premium multiple for $curlf going forward

MJ Stock Trader

@stock_mj

2 years

" $CURLF will exit prod/cult facilities in California, Colorado and Oregon and reduced its payroll by 10%. These decisions were made as a result of recent legislative decisions, price compression, and lack of enforcement of the illicit market." $CURA

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Jerry Derevyanny

@JDerevyanny

9 months

@_chrisroberts honest question: were the sources of the rumors below generally industry ppl or govt ppl or both, to the extent you can share? Would be interesting to know

Chris Roberts

@_chrisroberts

9 months

hearing, as some others are, rumors that the DEA's decision on rescheduling #marijuana is coming possibly as soon as next week. talked to a couple people in a position to know and they have confirmed: they are also hearing rumors. that's all so far.

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Jerry Derevyanny

@JDerevyanny

1 year

Great results (our fund is long $GRUSF $GRIN). IMO, QoQ performance is more indicative of long term future: ability to steadily hold/increase profits from mature markets w minimal incremental investment speaks volumes about future trajectory. Great job @ObieStrickler and team!

Grown Rogue

@GrownRogue

1 year

Grown Rogue Reports Third Quarter 2023 Results, Record Revenue with 48% Year-over-Year Growth $GRIN $GRUSF

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Jerry Derevyanny

@JDerevyanny

5 months

I strongly suspect that people’s price targets for when MSOs hit big boards are strongly correlated with their actual cost basis.

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Jerry Derevyanny

@JDerevyanny

2 years

With respect to @Jesseredmond , I’ll take the other side of this one. My strong suspicion is that Cowen research coverage led more retail investors off a cliff than any other source of purportedly “authoritative” commentary on these stocks, and I say good riddance. YMMV

Jesse Redmond

@jesseredmond

2 years

Disappointing to see Cowen stopping coverage of MSOs. In a lonely landscape, more coverage is better. We’re reaching out to these operators to see if we can help with our services at @WTR_Research . 1/3

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Jerry Derevyanny

@JDerevyanny

2 years

This is Bengal’s ’22 fund letter w/ cannabis market commentary + discussion of Grown Rogue, Body & Mind, urban-gro, & XS Financial. We were -52%/-57% for ’22/since inception 07/21 (vs. $MSOS -73%/-83% for reference but not as a benchmark). #msogang

DocSend - Simple, intelligent, modern content sending

DocSend helps you communicate more effectively by telling you what happens to content after you send them and letting you keep control in real time.

docsend.com

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Jerry Derevyanny

@JDerevyanny

11 months

Looks like he has the thin skin AND the brains of a grape

Jerry Derevyanny

@JDerevyanny

11 months

@Invest420 @SeekingAlpha Are you willing to provide comp performance of your model portfolios since $MSOs inception without me needing to pay $100 for your service?

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Jerry Derevyanny

@JDerevyanny

13 days

Good performance in mature markets OR & MI + near term growth trajectory is set (NJ launch q4, IL launch 2025) + confidence in mgmt to continue to find good expansion ops (~1 new state per year) + cost discipline in mgmt DNA = Dutch Bros of cannabis (Fund is long) $grusf

jungle.java

@junglejava1

13 days

Grown Rogue Reports Second Quarter 2024 Results $GRIN $GRUSF $MSOS $TOKE

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Jerry Derevyanny

@JDerevyanny

12 days

Can you provide some evidence that your entire company isn’t a scam run by one guy?

PanaceaPlantSciences

@PanaceaPlantSci

14 days

@tomangell Reschedule won’t happen in 2024, possibly not til 2026 or later, PPS is challenging the move to schedule 3 for a variety of reasons and plans to file federal court challenges to the hearings, as such we predict likely chance Dec. hearing will be postponed like the DOI hearing…

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Jerry Derevyanny

@JDerevyanny

14 days

@V_arrell Is this what Boris is saying to cover his ass?

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Jerry Derevyanny

@JDerevyanny

21 days

Hemp products may aid in relaxation. Owning Charlotte’s Web stock does not.

Charlotte's Web

@charlottesweb

21 days

There are a lot of ways to deal with occasional stress. Things like exercise, meditation, good nutrition, and restorative sleep are key, but if you're looking for extra support, hemp is a great option. Find out how it could support your wellness routine:

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Jerry Derevyanny

@JDerevyanny

2 years

In light of $curlf leaving Oregon and other competitive markets, worth recalling that some companies like $grin - that started and stayed lean and scrappy - are doing really well in these environments. So who does the future belong to? (We are long Grown Rogue)

Aaron Edelheit

@aaronvalue

2 years

$GRIN is is generating free cash flow in Oregon where the average selling prices have been $700-$800 a pound for indoor flower, and they are doing the same thing in Michigan. What happens when they head east to limited license markets? My latest:

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Jerry Derevyanny

@JDerevyanny

1 year

Once more for people in the back.

CanPod

@canpod1

1 year

"If 280E gets taken away, you get a federal excise tax put in its place. It's probably going to take a chunk of whatever savings you are going to get. To just imagine cash flow flowing down to bottom line, I think, is really dangerous. - @JDerevyanny

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Jerry Derevyanny

@JDerevyanny

1 year

“I mean to our credit we tried to do something stupid in a way so poorly thought out and implemented that it was doomed to fail while also allowing a bunch of unlicensed stores to pop up while we twiddled our thumbs and discussed “justice.” And I applaud that.”

Cannabis Association of New York

@thinkcany

1 year

“I mean, to our credit, we tried to do something no other state had really done, which is, you know, the social equity, social justice component of it and really putting that first and I applaud that.” - @MayorHal #soupsandwich

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Jerry Derevyanny

@JDerevyanny

2 months

Lots of hot takes over the weekend from people whose only previous exposure to Chevron was picking regular or premium unleaded

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Jerry Derevyanny

@JDerevyanny

3 months

A perfect example of the BS of the sector: @Benzinga publishes this article pumping $jushf, citing Pablo Zuanic research without ever mentioning that Pablo’s Jushi coverage is PAID(but you wouldn’t realize that till you get to an obscure footnote)

$514M Tax Breaks Await This Marijuana Company With Rescheduling, Market Cap Set To Soar - Jushi...

Jushi Holdings Inc. (OTC: JUSHF) is poised for substantial growth with potential adult-use cannabis legalization in Ohio and Pennsylvania as well as continuous expansion in Virginia’s medical market.

www.benzinga.com

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Jerry Derevyanny

@JDerevyanny

4 years

@vetleforsland If your investment thesis depends on being exact about the q3 cash flow in year 4....you probably fucked up a long time ago.

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Jerry Derevyanny

@JDerevyanny

3 years

I’ve said it before, will say again: lots of ppl still don’t understand $FFNTF project in CA, but @todd_harrison does. They think it’s just a pumped up cannabis kitchen. It’s not. It’s a scaled down Nestle factory. Huge difference in production and economies of scale.

Todd Harrison

@todd_harrison

3 years

Big Poppa had five separate convos with 🇺🇸 #cannabis industry insiders BLOWN AWAY by what @4FrontVentures is building in Commerce CA (<- none initiated by me). sell-side coverage / analyst chatter: crickets. 💋 200-day too 👇 🇺🇸 #cannabis 🌿 position / advisor $FFNTF

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Jerry Derevyanny

@JDerevyanny

8 months

If a thief had come into cannabis investors’ houses and literally burned their money in an effigy, it at least would have been more intellectually honest than what Vivien has done. Nasty, egotistical, wrong, and still likely enriched for it. Good riddance.

Benjamin A. Smith

@BenjaminA_Smith

8 months

Cowen sell side Managing Director and cannabis analyst, Vivien Azer, is moving on. She announced these intentions tonight on LinkedIn. Of note: a final pontification on U.S. cannabis, which she deems "is still set to be the most disruptive consumer trend of my lifetime." $MSOS

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Jerry Derevyanny

@JDerevyanny

1 year

Our delayed but not denied Q1 letter in which we (again) discuss our skepticism of large MSOs and the value creation happening at $GRIN / $GRUSF FYI, we mention not holding $GTBIF in the fund, but I’ll disclose I hold some in my PA

Bengal Capital - Q1 Letter

Our Q1 letter, albiet a bit delayed

bengalcapital.substack.com

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Jerry Derevyanny

@JDerevyanny

10 days

@DTRTcannabis @makemorecapital “Soon” Again, the ppl “closest” to the process really don’t have any better information when it comes to timeline than someone w a general understanding of the process who hasn’t been to DC in his or her life

Adam Goers

@adamgoers

6 months

Let's be clear, @POTUS mentioning reclassification of cannabis in the SOTU is a strong signal that Schedule III is coming soon! $MSOS $CBSTF #Cannabis #SOTU

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Jerry Derevyanny

@JDerevyanny

1 year

Nice results from $GRIN / $GRUSF today. If you ever wonder “Who the hell can make money in OREGON?” Well here’s your answer. (As everyone and their mom knows by now probably, the Bengal Catalyst Fund is long Grown Rogue)

Aaron Edelheit

@aaronvalue

1 year

$GRIN out with great results: 21% revenue growth, strong margins, positive operating cash flow & that oh so rare feat in cannabis: Free Cash Flow. These #s come from the most competitive markets. What happens when $GRIN enters a limited license market?

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Jerry Derevyanny

@JDerevyanny

2 months

“Oh hey we are raising a new SPAC. Yeah, sure it has a redemption limitation of only 15% and yeah sure management is going to get super voting shares that give them total control but look at their track record of creating tremendous shareholder value!” Track record: $ayrwf

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Jerry Derevyanny

@JDerevyanny

11 months

Bengal Capital’s Q3 2023 letter which was sent to investors yesterday. We discuss our bullishness on Grown Rogue ($GRIN / $GRUSF), our decision to sell urban-gro ($UGRO), and a few other things.

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Jerry Derevyanny

@JDerevyanny

2 months

Me waiting for the hot take about what the attempted trump assassination means for schedule 3

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Jerry Derevyanny

@JDerevyanny

1 year

Welcome to cannabis investing, where the biggest cannabis company still manages to make on time financials filings some kind of debacle

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Jerry Derevyanny

@JDerevyanny

1 year

Worthwhile read for cannabis folks about the strategic mistakes of most large cannabis companies

Kris Krane

@Kranewreck

1 year

My latest Forbes column, looking at how the cannabis capital markets have, and have not, changed over the past four years and how cannabis companies have responded.

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Jerry Derevyanny

@JDerevyanny

11 days

Well look at that…nice work you FL maniacs @V_arrell

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Jerry Derevyanny

@JDerevyanny

1 year

$GTBIF out there with the first official big boy buyback authorization in cannabis! (I’m actively memory holing $AYRWF 2021 buyback because they were playing Canadian capital markets pretend and issuing press releases)

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Jerry Derevyanny

@JDerevyanny

8 months

This is…true. And pretty clearly so. Cannabis investors and activists on Twitter seem to overestimate how much common voters care about federal legalization. 70% approval doesn’t mean 70% really care.

Dr. James V. Baker

@caster561

8 months

Those who claim Biden must re/deschedule marijuana to get re-elected are hallucinating! The fact is abortion, immigration, wars, guns, and economic issues make marijuana an inconsequential electoral determinant. $AAWH $AYRWF $CCHWF $CRLBF $CURLF $FFNTF $GDNSF $GTBIF $JUSHF $TSNDF

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Jerry Derevyanny

@JDerevyanny

2 months

To echo this: making money is seemingly the least talked about catalyst in cannabis. Sooner or later someone notices you’re trading <10x fcf and growing at 10% per year, and if you’re buying back in meantime 🚀

Jerry Derevyanny

@JDerevyanny

2 months

@Rony_Ferrari If they’re throwing up 300m + fcf and that’s growing at a good clip per year, someone will notice or they’ll keep buying back stock. Either way, I’m happy without a necessary political or similar catalyst

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Jerry Derevyanny

@JDerevyanny

1 year

Classic big cannabis pattern. Promotion heavy -> asset heavy -> light on brains -> light on business performance -> light on assets —> but still heavy on executive comp $cgc $weed

Mitchell Osak

@MitchellOsak

1 year

Canopy Growth CEO Believes Company Headed Toward Profitability With An ‘Asset-Light Model @TheDalesReport

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Jerry Derevyanny

@JDerevyanny

5 years

@impcapital @zck Well, also Vladimir Putin but he’s kind of a different case.

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Jerry Derevyanny

@JDerevyanny

11 months

I mean yeah Bruce did this at a big bank for decades and yeah he chairs CDS but man there are some really pro traders on X who post iphone screenshots that they say proves naked shorting is the real issue so I really don’t know what to think.

Bruce Macdonald

@bmacd36

11 months

With the recent $MSOS price action, I am again seeing conspiracy theories on root cause. Let’s de-myth with facts. $MSOS is a reflection of its underlyings – full stop. The movement in $MSOS can be fully explained in terms of its holdings and vice versa. The table below breaks

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Jerry Derevyanny

@JDerevyanny

1 year

Again, lots of things to criticize $curlf for, but trumped up “investigations” touted by Twitter journalists is not one of them

Grant Smith Ellis

@GrantSmithEllis

1 year

BREAKING; Massachusetts Regulators To Close Curaleaf Investigation Because Firm's Ties To A Sanctioned Russian Oligarch Did Not Qualify As Ownership or Control. 1/2

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Jerry Derevyanny

@JDerevyanny

10 days

$jush one step away from a gofundme

jungle.java

@junglejava1

10 days

Jushi Holdings Inc. Announces Filing of Canadian Preliminary Base Shelf Prospectus $JUSH $JUSHF $MSOS

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Jerry Derevyanny

@JDerevyanny

2 years

I believe it was Frank Sinatra that sang about the Oregon and Michigan cannabis markets “If you can make it there, you’ll make it anywhere,” but I may have my lyrics mixed up a bit. Great year for $GRUSF @JakobIotte (/long position)

Grown Rogue Reports Fiscal 2022 Results, Revenue Growth of 89% and Positive Free Cash Flow

/CNW/ - Grown Rogue International Inc. ("Grown Rogue" or the "Company") (CSE: GRIN) (OTC: GRUSF), a craft cannabis company operating in Oregon and Michigan, is...

www.newswire.ca

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Jerry Derevyanny

@JDerevyanny

1 year

Canopy growth announces new auditor is a man who lives in a van down by the river

jungle.java

@junglejava1

1 year

Canopy Growth Appoints PKF O'Connor Davies as Auditor $WEED $CGC

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Jerry Derevyanny

@JDerevyanny

6 months

No one: Retail very Twitter investors: cannabis stocks super under valued but also need to create an illegal price fixing cartel

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Jerry Derevyanny

@JDerevyanny

11 months

@Invest420 I don’t understand the reasoning behind calling them idiots on twitter but not saying why you are calling them idiots on twitter?

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Jerry Derevyanny

@JDerevyanny

2 months

Seems like most people think S3 is done before election, but Ben does not. $GTBIF arguably has least riding on S3 as well. Instead of thinking Ben is “tanking” the sector as some kind of conspiracy, consider for a second that this is his honestly held view and use as data point

Ben Kovler

@Bkov9

2 months

@DougKass @mayortoby @TheDalesReport @JasonGWild ALJ? The DEA is anti weed. I'll take the over.

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Jerry Derevyanny

@JDerevyanny

9 days

Trump clearly in league with black stone and the $msos shorts for putting out this statement after market close on the weekend so he has time to change his mind by next week

The Dank Informer

@TheDankInformer

9 days

BREAKING: Donald Trump endorsed Florida’s Amendment 3 / adult-use marijuana on Truth Social. #TrumpForCannabis #YesOn3 $MSOS

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Jerry Derevyanny

@JDerevyanny

2 years

If anyone is interested, @EstimatedProp13 and I are going to chat about cannabis stocks at 6pm pst/9 est

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Jerry Derevyanny

@JDerevyanny

8 months

Targeted vertical makes a lot of sense in mkts like NJ and IL. Happy to see this cross the wire. Great structure to also conserve management bandwidth too - hopefully a few more of these in the hopper. $grusf (Bengal fund is long GR)

Grown Rogue

@GrownRogue

8 months

Grown Rogue Augments New Jersey Presence with Retail Investment $GRUSF $GRIN

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Jerry Derevyanny

@JDerevyanny

6 months

"Slimebags lattest grift could not find enough suckers"

Subversive Capital ETF shutting down

The ETF will quit trading on the Cboe BZX Exchange and will be closed to investor purchases as of the close of regular trading on March 28.

www.greenmarketreport.com

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Jerry Derevyanny

@JDerevyanny

1 year

Tell me you’ve never read the actual financial statements without telling me you’ve never read the actual financial statements. $TLRY

Reilly McAdams

@reilly_mcadams

1 year

@JDerevyanny @DanDinkleson Looks pretty good to me with early stage growth of profitability and a road to 1B in yearly revenue. 🤷‍♂️ Numbers/data > opinions