Leaning Into Green Thumb

Avatar photo Doug Kass on September 23, 2026

On the recent strength in cannabis stocks I am selling a portion of all my individual weed holdings and putting the proceeds into Green Thumb ($GTBIF), which has been lagging. Green Thumb is the company likely to attract the most institutional interest and is best of breed.

Moreover, on the announcement of rescheduling of cannabis I expect GTBIF to quickly seek a U.S. uplisting, making it eligible to be included in exchange-traded funds (just as what happened with Trulieve ($TRLV)).

Position: Long MSOS common (VL) and calls (S), GTBIF (M)  

Things I Did Today

Avatar photo Doug Kass on September 18, 2026

Here are today’s things: 

* I covered the balance of my short indices:

$SPY $760

$QQQ $717.65

* I added to $MSOS common at $4.81 and calls, and to Trulieve ($TRLV) at $10.85 and Green Thumb (GTBIF) at $7.29.

* I added small to $PEP at $130.09.

* I added to $GRNY short at $27.71

Position: Long MSOS common (VL) and calls (M), TRLV (VS), GTBIF (S), PEP (VS); Short GRNY (M)

Pot Moves

Avatar photo Doug Kass on September 18, 2026

Added to very small Trulieve ($TRLV) (as posted I lost alot of stock during a recent option expiration) – I had sold $10 calls when the stock was $8 1/2.

Buying back now at $10.85.

Added aggressively to $MSOS common and calls.

Position: MSOS common VL calls M TRLV S

Trulieve Trading

Avatar photo Doug Kass on August 24, 2026

I lost much of my Trulieve ($TRLV) long on expiration and thru assignments last week and on Friday.

I plan to reload $9-$10.

Position: TRLV VS 

Things I Did Today

Avatar photo Doug Kass on July 31, 2026

Here are today’s things:

* I shorted $SPY at $746.06, $746.09  and $QQQ at $692.96, $695.61    

* I covered SPY at $742.63 and QQQ at $687.21

* I added to $GLAS at $9.57, $GTBIF at $7.16, $TRLV at $8.35 and $VRNO at $5.28.

Position: Long GLASF (S), TRLV (S), VRNO (S)

Things I Did Today

Avatar photo Doug Kass on July 30, 2026

Here are today’s things:

* I sold out the following longs:

($AMZN) $236.89

($GOOGL) $330.07

($MSFT) $450.31

($SNDK) $1156

* Added to ($MSOS)  $4.04, ($TRLV) $8.02 and ($GTBIF) $6.92

Positions: Long MSOS VVL TRLV S GTBIF S

Things I Did Today

Avatar photo Doug Kass on July 29, 2026

Here are today’s things:

* Added to TRLV ($TRLV) $8.05 and GTBIF ($GTBIF) $6.82

* Added to trading long rental SNDK ($SNDK) at $1,051

Positions: Long SNDK S TRLV S GTBIF S