ChatGPT and Claude got the correct answer, The Sopranos. Gemini listed the Sopranos but also Breaking Bad and The Wire. Grok said Breaking Bad (maybe an attempt at humour?)
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What to like about Tilray
A lot of talk about US cannabis re/descheduling and banking lately so I will post this before any big news. Mike Tyson has been a champion as have big MAGA accounts like Bruce LeVell, DC Draino and Gunther Eagleman . WSJ, CNN and others got in on the action this weekend.
- #4 craft brewer in the US
- #1 thc beverage in Canada
- 300 ton grow capacity
- Plug and play acquisition for alcohol/tobacco giants
- Lower price to sales ratio than competitors
- Beverages are a proven category. Monster has the best total return of any stock over the past 20 years, Coca Cola, Starbucks, Anheuser-Busch etc
- Smell from smoking/vapes is a common complaint. Beverages are better for public spaces, events, venues
- Better brand differentiation vs flower and vapes
- Many products but it is all complimentary. SKU rationalization (“Project 420”) should help profitability
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Asics vs Nike over past five years
- People want good quality shoes not social commentary
- Nike is in a class of its own, they will right the ship eventually
- 2t yen = 14b USD Asics market cap
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Clockpuncher
Simple time tracking app made with Claude.