Cup of Coffee Capital @cupofcoffeecap
Come for the actionable insights, stay for the self actualization. cupofcoffeecapital.substack.com Joined December 2022-
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$HITI investors might be interested in reading this article as it discusses accusations against Remexian.
$HITI investors might be interested in reading this article as it discusses accusations against Remexian.
And for the umpteenth time, here is an explanation of the last 48 hours of my life and my thoughts on the dynamic duo of $GTBIF & $AGFY. open.substack.com/pub/cupofcoffe…
Ok fintwit, I'm back for more regarding $GTBIF fully diluted ownership of $AGFY. Let me know what I'm getting wrong this time. Current Shares: Date: August 27, 2025. Amount: 35% of 2,002,568 shares = 700,898 shares. Convertible Notes (Excluding Interest): Original Notes…
I pulled down my Green Thumb article because it was wrong, plain and simple. This is what happens when you rush things. Thank you to those who told me in a timely fashion that it was wrong (@srg444 & @CannaVestments)
I like having a historical appreciation for where the industry has been. Here's a blast from the past (2018) for Auxly $CBWTF that I just stumbled across. Its Cannabis Wheaton days. After all why do you think the ticker symbol is CBWTF and not AXLYF or the such?…
What implicit presumptions are embedded in $GTBIF model which projects a $100B U.S. market in 2030? And what's the probability assigned to that? Also, since we're asking questions, what relevance does such a half-decade projection of TAM have? Let's not forget that 5 years ago…
What implicit presumptions are embedded in $GTBIF model which projects a $100B U.S. market in 2030? And what's the probability assigned to that? Also, since we're asking questions, what relevance does such a half-decade projection of TAM have? Let's not forget that 5 years ago…
Individuals high in Tendency for interpersonal Victimhood stay in environments they believe are controlled by a cabal because their victimhood narrative which is fueled by a need for recognition, moral elitism, and rumination, provides emotional intensity, tribal belonging, and a…
Individuals high in Tendency for interpersonal Victimhood stay in environments they believe are controlled by a cabal because their victimhood narrative which is fueled by a need for recognition, moral elitism, and rumination, provides emotional intensity, tribal belonging, and a…
Ah, the 'ole classic tactic of fixing the illegal market by being more stringent on the legal market. Making more rules for the rule breakers by cracking down on the rule followers is a time tested practice. "“The real problem lies in the illicit cannabis and unregulated hemp…
When Judge Young prevented the #6 airline (JetBlue) from acquiring the #9 airline (Spirit) to form the #5 airline on ANTITRUST grounds, he did so by self-righteously proclaiming: "To those dedicated customers of Spirit, this one's for you." In the subsequent two years, Spirit…
When Judge Young prevented the #6 airline (JetBlue) from acquiring the #9 airline (Spirit) to form the #5 airline on ANTITRUST grounds, he did so by self-righteously proclaiming: "To those dedicated customers of Spirit, this one's for you." In the subsequent two years, Spirit… https://t.co/CJsPXBULc5
Not all exports fell in Canada, though. Canadian cannabis exports made a new quarterly high.
Not all exports fell in Canada, though. Canadian cannabis exports made a new quarterly high.
Hot Mod? That sounds awfully close to Hod Maden, a project that $SSRM has an economic interest in. Is this a cryptic message for soliciting future employment opportunities??? Joking of course. I also wonder if the Wonder Wand is going to spike in sales now.
Hot Mod? That sounds awfully close to Hod Maden, a project that $SSRM has an economic interest in. Is this a cryptic message for soliciting future employment opportunities??? Joking of course. I also wonder if the Wonder Wand is going to spike in sales now.
Return on Capital is, in part, a function of capital employed. As such, it makes sense that companies that overspent early on are struggling with having a positive return on capital (i.e., $CGC). But then you have other companies, like $GRUSF with a negative ROC because they're…
Return on Capital is, in part, a function of capital employed. As such, it makes sense that companies that overspent early on are struggling with having a positive return on capital (i.e., $CGC). But then you have other companies, like $GRUSF with a negative ROC because they're…
Out of $GTBIF, $CURLF, $TCNNF, $VRNOF & $CRLBF they all have a positive Return on Capital and Return on Assets. $GTBIF is the only one out of the group to have a positive Return on Equity.
Out of $OGI, $CRON, $SNDL, $ACB, $VFF, $TLRY & $CGC only $VFF, $SNDL & $HITI have a positive Return on Capital and Return on Assets & only $VFF & $SNDL have a positive Return on Equity.
$LOVFF, $CBWTF, $ROMJF, $DBCCF & $MTLNF all have positive Return on Equity, Return on Capital and Return on Assets.
Weekly Performance Report: I ended the week up 3.15% open.substack.com/pub/cupofcoffe…
Auxly: A Turnaround Taking Shape $CBWTF, $XLY.TO open.substack.com/pub/cupofcoffe…
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