| Ticker | Mentions | Stance | Conv | Entry | P&L YTD | Theme | Thesis (click to expand) | Mentioned | Src |
|---|---|---|---|---|---|---|---|---|---|
| MSOS | ×1 | LONG | HIGH | $4.23 | Healthcare | The U.S. cannabis sector is a massive buying opportunity because rescheduling to Schedule 3 widens the investor pool, brings back institutional money, reduces cost of capital, and will lead to significant consolidation and a valuation reset. | Apr 23 | YOUTUBE |