Green Thumb: Potentially HUGE (and Not Just Because of the Product)

Alright, settle in, folks. We’re talkin’ Green Thumb Industries. Now, you’ve heard the buzz about marijuana rescheduling, right? A whole lotta hullabaloo, a veritable explosion of optimism… and a whole lotta stock prices jumpin’ around like fleas on a hound dog. But let’s be honest, not every pot stock is gonna be swimmin’ in cash. Some are… well, let’s just say they’re more likely to be sinkin’ faster than the Titanic after a particularly enthusiastic iceberg.

The real winners? The multi-state operators. Those are the guys actually sellin’ the stuff. And Green Thumb? They’re lookin’ particularly… robust. I mean, this isn’t your grandmother’s garden club, although, frankly, some grandmothers are probably pretty enthusiastic customers. Let’s dig in, shall we?

The CEO’s Got a Plan (and It Involves More Than Just Fertilizer)

Here’s the kicker. Section 280e of the tax code. Sounds terrifying, doesn’t it? Like a villain in a low-budget sci-fi movie. It basically meant cannabis companies couldn’t deduct normal business expenses. Think of it! You’re runnin’ a legitimate business, but you can’t write off the cost of… well, anything! It’s like tryin’ to build a skyscraper with marshmallows.

Now, with the rescheduling, that little roadblock is gone. Green Thumb’s CEO estimates an extra $60 million in free cash flow per year. Sixty million! That’s enough to buy a small island… and stock it with… well, never mind. The point is, that extra cash can be reinvested, expanded, and generally used to make more money. It’s a beautiful thing. Like watching a well-oiled money-printing machine.

They’re Already Runnin’ a Pretty Tight Ship (Unlike Some of These Other Guys…)

Look, let’s be real. The cannabis market is… volatile. It’s seen more ups and downs than a seesaw in an earthquake. But Green Thumb? They’re different. They’re actually makin’ money. Positive cash flow, a bottom line in the black… it’s almost unheard of in this sector. Over the last 12 months, they’ve generated $154.5 million in free cash and $43.6 million in net income.

Their market cap is currently around $1.9 billion. That puts their price-to-sales multiple at a modest 1.7. For a company with this much growth potential, especially if further marijuana reform happens (and frankly, it feels inevitable at this point), that’s a steal. It’s like findin’ a Rembrandt in a garage sale.

Now, there’s always risk. The cannabis industry is still… let’s say “unconventional.” And rescheduling hasn’t officially happened yet, so don’t go bettin’ the farm. But if you’re patient, and you’re willing to hold on for a few years, this is a stock that could really pay off. I’m not sayin’ you’ll be swimmin’ in cash… but you might be able to afford a slightly larger inflatable pool. And that, my friends, is an investment worth considerin’.

2026-01-29 20:02

The CEO’s Got a Plan (and It Involves More Than Just Fertilizer)

They’re Already Runnin’ a Pretty Tight Ship (Unlike Some of These Other Guys…)

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