Curaleaf Holdings Stock (CURLF)

Curaleaf ($CURLF) has just announced an unsolicited bid for Aurora Cannabis (at a large premium). Curaleaf Announces Intention to Launch Take-Over Bid for Aurora Cannabis to Solidify its Position as the Global Cannabis Industry Leader – Aug 11, 2026 I recently wrote that the cannabis industry faces an imminent consolidation: This proposed deal is likely …

* Rescheduling is happening, hemp might be going away, the illicit market is finally going to be addressed, cannabis pricing is likely to rise, credit cards are being introduced and synergistic industry mergers lie ahead (we expect $VRNO to be one of the first to be acquired) * Buying cannabis stocks today is getting ahead …

Here are today's things: * Shorted SPY at $709.28 and QQQ at $650.96 * Sold out of my MSOS at $5.13. * Eliminated the following individual cannabis equities: CURLF at $3.98, GLASF at $9.98, GTBIF at $8.51, TCNNF at $8.61, VRNO at ...

I am moving out of my large MSOS long (sold calls against the common) for the purpose of emphasizing and adding to specific and individual cannabis names (VNRO, CURLF, GTBIF, GLASF). Positions: MSOS L VNRO S CURLF VS GTBIF VS GLASF VS; Short: MSOS

* The potential rewards in cannabis equities now dwarf the possible risks.... that asymmetry is being overlooked by investors "Our greatest regrets in life tend not to be the things we did wrong or failed to achieve; but rather the missed opportunities or things we didn't do that we wish we had." - ...