BenGrahamMan’s Activity

Mon Apr 30

NL

Boards Post

BenGrahamMan posted to the Deranged Monkey Criticism board. 12:35 PM

SMG -Largest Cannabis related company by revenue

My full notes can be accessed here: https://t.co/J7y4LsbLRz


A summary of why one would want to invest in SMG (I could be incorrect on all or some of this, so do your own DD).

1. [more]

Wed Apr 25

NL

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BenGrahamMan posted to the Deranged Monkey Criticism board. 4:45 PM

Scotts Miracle Gro - A weed related company

Here are my updated notes on SMG. [more]

Fri Apr 20

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BenGrahamMan replied to the Deranged Monkey Criticism board. 3:52 PM

Re: My Notes to MNDO

in other words, they make next to no attempt to grow, it is basically a cash cow

I think I mentioned in my notes that some customers might not be renewing. Perhaps the "cash cow" thesis is interrupted.

25% of the [more]

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BenGrahamMan posted to the Deranged Monkey Criticism board. 3:50 PM

SMG - In recognition of 420

As some of you might be aware, today is 420, "National Marijuana Day," not to be confused with 710 (OIL upside down on a calculator) "National Marijuana Dab and Oils Day."

With that, I present a slight amount of research [more]

Tue Apr 17

NL

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BenGrahamMan posted to the Deranged Monkey Criticism board. 2:14 PM

My Notes to MNDO

April 17, 2018 ($2.21) Thesis and 10-K released

Thesis:


I originally bought for our clients on ~4/28/15 for ~$2.79, and then again on ~4/22/16 for ~$2.06. Our average cost is $2.41, and it is currently < 1.5% position of [more]

Fri Apr 6

NL

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BenGrahamMan replied to the Berkshire Hathaway board. 10:37 AM

Re: OT: BAC

I bank with Wells Fargo, and am fairly happy, been a long-term (sticky) customer for our business and personal, and I do not expect that to change. Yet, here are two current complaints, and that doesn't include the account they had us set up that [more]

Wed Mar 28

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BenGrahamMan replied to the Berkshire Hathaway board. 12:24 PM

Re: OT: BAC

Interesting discussion we all had on BAC and WFC from September 2016. At the time BAC was at $15.80, and WFC was at $47.42.

[more]

Thu Mar 15

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BenGrahamMan replied to the Deranged Monkey Criticism board. 7:42 AM

Re: TWMJF - World's largest cannabis produce

Cool.

I don't know much about the particulars of vaping, etc.

Tweed has >25% market share in Canada. I believe that is the number. They claim not to do any business in USA due to it being Federally illegal. Most of their [more]

Wed Mar 14

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BenGrahamMan replied to the Deranged Monkey Criticism board. 5:07 PM

Re: TWMJF - World's largest cannabis producer

I think this post is a valuable post for those interested in the thread. I would love to see discussion, if any, discussion not about Tweed is welcome, constructive discussion is welcome. I do appreciate the discussion that DTBoojum [more]

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BenGrahamMan replied to the Deranged Monkey Criticism board. 4:43 PM

Re: TWMJF - World's largest cannabis produce

But I still don't understand how you are getting to $6b for Canopy

I think I must be writing incorrectly. I thought I have written in almost every post, I do not think Canopy is worth $6B!

When I bought Canopy [more]

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BenGrahamMan replied to the Deranged Monkey Criticism board. 1:01 PM

Re: TWMJF - World's largest cannabis produce

This is getting confusing. To whom are you referring when you say 'insulting' and 'rude'? You dismiss my claim that a $1b marketing campaign would make almost any new product better known in Canada than 'Tweed', which I, as [more]

Tue Mar 13

NL

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BenGrahamMan replied to the Deranged Monkey Criticism board. 4:55 PM

Re: TWMJF - World's largest cannabis produce

I have never heard of Canopy

It is only sold in Canada (a little in Germany, just starting) and Canada only has medical, and not recreational. The brand is Tweed. [more]

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BenGrahamMan replied to the Deranged Monkey Criticism board. 2:50 PM

Re: TWMJF - World's largest cannabis produce

You could say the same for craft beer, coffee, soda, cheese, etc.

There is a process that makes some cannabis better than others. This includes quality of product, operations, biological assets, etc. I think TWMJF is too expensive at this [more]

NL

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BenGrahamMan replied to the Deranged Monkey Criticism board. 10:19 AM

Re: TWMJF - World's largest cannabis producer

I made a big typo on this one, not that it matters, as the thread was hijacked anyway.

I wrote, The sales took about 2 weeks, received an average price of $2.40 USD for the shares (15,575 in total sold), and currently 33,195 shares [more]

Tue Mar 6

NL

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BenGrahamMan posted to the Deranged Monkey Criticism board. 3:33 PM

TWMJF - World's largest cannabis producer

I don't recall if I ever posted my notes directly to TWMJF here. I have mentioned it in the past, but in presentations and so forth. I guess kind of late now, since our entry in 2014 and subsequent purchases have been in sell off mode for a year [more]

Wed Feb 28

NL

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BenGrahamMan replied to the Deranged Monkey Criticism board. 4:35 PM

Re: MyCo

I hate to take up valuable real estate here (and that is not sarcastic). My brain doesn't work well with such hypothetical questions, and not seeing all the facts. The reason I am chiming in, is although I am not capable of offering competent [more]

Mon Feb 26

NL

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BenGrahamMan posted to the Deranged Monkey Criticism board. 6:33 PM

My Notes on HMNY (Movie Pass)

We have a 1% position, with an average cost of $8.04. Current price $5.08

HMNY now owns 78% of MoviePass

February 13, 2018 ($5.63) Thesis

Incredibly speculative investment, as I am not overly optimistic that HMNY can [more]

Fri Dec 1

NL

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BenGrahamMan replied to the Deranged Monkey Criticism board. 11:22 AM

Re: Our Annual Investment Conference is on Nov. 14

Thank you everyone for all your comments and such. This is an awesome place.



We had our 2017 annual investment conference on November 14, 2017. Please read our notes which have a plethora of investment information, including [more]

Tue Nov 14

NL

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BenGrahamMan replied to the Deranged Monkey Criticism board. 12:35 PM

Re: Our Annual Investment Conference is on Nov.

Thanks to you as well GNV! I think I properly changed all the "pair down" and others. I will publish finished one in a couple of days.

Very much appreciated again!

NL

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BenGrahamMan replied to the Deranged Monkey Criticism board. 10:45 AM

Re: Our Annual Investment Conference is on Nov.

You like truisms. Of course he makes the rules. The guy asked for feedback, and here you are shooting it down. Last word from me - go ahead and say "It is what it is", or whatever you want.

I asked for constructive [more]

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