Can we count your visit with Google Analytics? No ads, no profiles. Details
TLRY
USConsumer Staples · Pharmaceuticals
Each weekday: the watchlist of pullbacks inside uptrends, every new ticker teardown, and the bubble shifts that move names like this one. Free. Education, not advice.
Free when you join: the $HOOD Teardown Dossier (Robinhood Markets), the full desk file we sell in the shop. One per new reader.
No spam. One email per day max, unsubscribe in one click. Pro ($49/mo) includes every dossier and report in the shop.
Structural: Largest Canadian LP by revenue, #1 cannabis market share in Canada and Germany medical, top-5 US craft brewer post the 2023 ABInBev brand acquisition ($85M cash for 8 craft beer brands). Beverage-alcohol segment (~$200M annualized) provides non-cannabis cashflow + US distribution rails ready for federal cannabis legalization.
International medical cannabis exposure via Aphria Germany + Tilray Portugal + CC Pharma EU distribution.
Bull case:
Bear case:
It reads our $TLRY data (thesis, key levels, peers, a year of prices) and any chart screenshot you paste, then explains the setup in plain English. Free with an email login, 5 questions a day. Education only: it never tells you to buy or sell, and it can be wrong, so check the numbers.