Revelations Partners, LP @RevelationsLP
Revelations Partners, LP is a single-family office investment firm. Opinions are our own and not investment advice. Greenwich, CT Joined June 2015-
Tweets2K
-
Followers828
-
Following234
-
Likes2K
@Stocks_Stones Makes sense. Thank you for the detailed reply, I appreciate it.
@brunochats @CannaVestments @Shrek_420_ So if anything shouldn't $CURLD trade worse than $GTBIF? What is your preferred method? I'm typically anchoring on cash EPS which for $GTBIF I get to ~$0.75 on current year numbers. I'll let you ascribe the multiple.
At 12x FY27 EBITDA, the implied upside for $GTBIF is roughly 100% from current levels. Attractive, but still a far cry from the upside investors were underwriting a few years ago. Meanwhile, $CURLD already trades at 9.7x FY27 EBITDA, suggesting limited upside even under a favorable normalization scenario. Probably explains why investor interest has remained muted.
Hopefully the market starts to appreciate the attractive opportunity at $BFIT. Basic-Fit Raised to Buy at UBS; PT 43.50 euros 2026-06-09 15:55:06 GMT (Bloomberg) -- UBS analyst Natasha Brilliant raised the recommendation on Basic-Fit NV to buy from neutral. PT set to 43.50 euros, implies a 49% increase from last price.
An abundant catalyst path over the next few months for the sector. $MSOS $GTBIF $CURLF $TCNNF $VRNO $CXXIF $AAWH
ATB on 🇺🇸 #cannabis 🌿 /position+ $MSOS 🇺🇸🌿
@AggieCapitalist Any sense to what the issue is here other than general market apathy for payments/software/value still?
@calvinfroedge @mohamedmebarki7 Isn't the key missing piece here that Google is choosing to spend this CapEx because it sees attractive opportunities ahead which is appearing via massive growth and margin expansion? Why is it obvious that it is a bad deal?
Pretty clear the market still isn’t fully appreciating the financial discipline at $GTBIF and $CXXIF. As the cannabis industry matures, balance sheet strength and disciplined capital allocation should matter a lot more.
$MSOS with: a) no net debt (ex. UTP) b) positive Earnings Before Tax TTM c) positive free cash flow TTM d) revenue per share growth TTM e) less shares out today than at all-time highs Feb.'21 f) all of the above = 1. $GTBIF 2. $CXXIF source: SSC👇 & Company filings
@V_arrell Agreed. Lots of integration risk here. Will be a bit skeptical until proven otherwise.
@orrdavid When market participants are making money hand over fist in semis and AI, there’s very little appetite for value, quality, or low-volatility stocks.
If $TSLA can trade at 120x T12M EBITDA I'm sure SpaceX can trade for an absurd valuation too.
@evfcfaddict Biggest headwind is rates. Building Envelope sensitive to resi construction and that continues to be elusive. Otherwise great assets and long-term potential.
@AggieCapitalist Seems like housing and building materials getting hurt from rising rates but rest of the market unaffected?
@CannaVestments @DenisRudev They also have two semi-annual interest payments vs. quarterly so that has an impact as well. Not saying it would have been a huge positive number but some puts and takes to consider.
@CannaVestments @DenisRudev To be fair, that was mostly in part due to one-time arbitration payment.
@tomicki Interesting. What exactly is the market pricing in here? AI disruption risk? A broader multiple reset? The stock is down 40% over the past five years, which feels surprising for a business of this quality. What’s the bear case investors are underwriting?
Since $VREOF announced its recap in Dec ’24, shares are down ~30% vs. +35% for $MSOS. The roll-up hasn’t resonated with the market, and lock-up expirations still lie ahead. investors.vireogrowth.com/news/news-deta…
@MrMojoRisinX $SHC has been a casualty of broader medical device apathy, but this should at least remove one overhang on the stock.
Ana Faris @AnaFaris16
279 Followers 3K Following
Ardak8 @askanbayev8
230 Followers 4K Following “Football is the most important of the least important things in life” - Arrigo Sacchi.
TanukiResearch @TanukiResearch
664 Followers 226 Following Long-short generalist, on the literal beach, maybe looking for my next gig, shitposting ideas.
Lukasz Tomicki @tomicki
5K Followers 962 Following PM @ LRT Capital. Previous FIN 377 at @UTAustin. Deep Dives: https://t.co/K1Y62u9eRN Factors: https://t.co/fDNRvIqILe
gopher stoners @potstockbaghold
0 Followers 174 Following
Andrew Cord @andrewcord6
0 Followers 6K Following
Ramazan Deligezer @RamazanDeligez1
36 Followers 1K Following
Sargasso @Sargass69125532
6 Followers 193 Following
MarkS111 @Marksadauskas
64 Followers 820 Following
Nicholas Cortellucci,... @NickCortellucci
2K Followers 286 Following 🔎 Deep dives and analysis on small/micro-cap stocks. 📊 Co-Founder of @Atrium_Research. Former sell-side analyst.
ROCKET MAN🚀 @ELONMUSKTEtokc
31 Followers 4K Following Passionate about accelerating the world's transition to sustainable energy, and ensuring humanity's long-term survival and prosperity.⚡️🚀
Roderick Long @long_roder60277
22 Followers 333 Following
Greg Fodell @Gfodell
60 Followers 650 Following
CrashDog97 @CrashDog97
175 Followers 2K Following Legal cannabis companies provide safe, regulated products, employ 425K in the US. Generated $32B in 2025 w $5B taxes They deserve to become legitimate companies
SLIM @SLIMSHAAAAAD
369 Followers 454 Following Bitcoin is a zero. ✍️ about Cannabis Stocks since 2018. Long $VFF
John Brooks @JWAB1982
205 Followers 4K Following Different. High functioning autistic. I love books.
7365Capital @7365Capital
11 Followers 69 Following Sharing insights on companies with growth potential and long-term value. Passionate about Value Investing.
Evan Stover @EvanStover
27 Followers 376 Following
Joe Burnnett, MSBA �... @IlICapitalls
200 Followers 6K Following Director of Bitcoin Strategy at Semler Scientific (Nasdaq: $SMLR) | Views are my own | Not financial advice
Charles Sin @c_sintm
6 Followers 176 Following
Greg Zar @ZarGreg
6 Followers 271 Following
0xLazyGenius @0xLazyGenius
20 Followers 261 Following
DB281 @DanielB18670267
59 Followers 759 Following
JP Investments @JPSInvestments
553 Followers 183 Following Generalist Value Investing Ideas https://t.co/Xt6xMC8dOn
Max Wiethe @maxwiethe
5K Followers 2K Following Financial media and marketing. Host of @OPMpod. Co-Founder of JFMW Partners LLC.
Dingbat @DingbatCapital
156 Followers 2K Following
John Anthony @janthony89109
89 Followers 1K Following
MGYZJ @TomHaoli
59 Followers 951 Following
Lanzi @lwbinc
189 Followers 3K Following
bluedogcap @bluedogcap
1 Followers 2K Following
Tony_DC @Anthony_Espp
173 Followers 2K Following
James Davis @jdavis23410
73 Followers 2K Following Am a powerball winner of $390.7m,I’m using this medium to appreciate the society by giving out $3500 each to my first 2k followers & poor/needy
Audit ZK @AuditZK
46 Followers 192 Following Verified performance reporting with hardware-attested execution. Reproducible, audit-ready output. No data custody. https://t.co/iHEK63mfj4
B.D. Sterling @BDSterlingCap
8 Followers 41 Following
Jon Cukierwar @JonCukierwar
16K Followers 429 Following Founder of Sohra Peak Capital Partners Disclaimer applies to all posts: https://t.co/C1dK5tA83R
VKMacro @VKMacro
11K Followers 2K Following
Mikro Kap David @david_katunaric
19K Followers 635 Following turning over micro rocks and sharing my discoveries || there's always a cheap market somewhere || not investment advice
Irenic Capital @IrenicCap
7K Followers 1 Following Irenic Capital invests in public and private markets. Nothing is investment advice or an offer to buy/sell securities. See disclosures: https://t.co/xFeStsTNRQ
Timothy Liu @timothyhliu5
5K Followers 778 Following Founder, Meditation Capital Management. Investor in companies with amazing products. Not investment advice
massifcap @massifcap
1K Followers 34 Following Massif Capital is a value-oriented investment boutique focused on real asset investing in materials, energy and industrials.
Ryan Reeves @RyanReeves_
52K Followers 836 Following Jesus-follower who invests ⬇️ Trying to help people save time and boost their investment returns.
Mojo @MrMojoRisinX
11K Followers 403 Following Inside The Mind of Mojo - https://t.co/zNoMHkx0Eb and Be Water https://t.co/cnol0oK44h @BeWaterltd
Greenhaven Road @GreenhavenRoad
20K Followers 1K Following Portfolio Manager for Greenhaven Road Capital
Kevin Mak @KevinLMak
29K Followers 56 Following Teaches economics and investing at Stanford GSB. Special sits HF mgr. https://t.co/kiKMwr0H4y || Not Financial Advice
Chart Westcott @ChartWestcott
5K Followers 4K Following Co-Founder ~$500M AUM L/S Hedge Fund, Firearms Manufacturer (Shalotek), Lawyer, Venture Investor (SpaceX/Paradromics/Cortical Labs), Am1 Foreign Policy Realist
Cedar Grove Capital M... @cedargrovecm
5K Followers 3 Following Multi-strategy investment fund focused on L/S, M&A Arb, and other Special Situations // CIO @paulcerro // Fund: https://t.co/YgWyrWH6V5 // Reports 🔗 below
Jerry Derevyanny @JDerevyanny
2K Followers 778 Following Partner @Bengalcap. Investor focusing on US cannabis operators. Nullius in verba.
Common Sense Investor... @commonsenseplay
31K Followers 7K Following On a crusade to bring the truth to retail stock market investors, let’s beat Wall Street and insiders this time. Completely independent! Not financial advice.
Capital Valor @CapitalValor
11K Followers 864 Following Institutional investor (single name moves mentioned are in my private book). Value focus.
🏴☠️ @calvinfroedge
71K Followers 3K Following You can't pay me to say what you want or not say what you don't want. I strive to say what needs to be said and sometimes settle for saying what I want.
Sleepysol @Sleepysolcap
6K Followers 351 Following
JohnDoeKnowsGuy @JohnDoeKnowsGuy
2K Followers 1K Following Linkin Bio: https://t.co/TUMyPRMXuu Bad Takes on tax, finance, and life.
FindellCap @fin_capital
3K Followers 246 Following Disclaimer: Not financial advice. We may hold long or short positions in any securities mentioned, and may buy or sell such securities without prior disclosure.
Jeff Weniger @JeffWeniger
48K Followers 1K Following WisdomTree Head of Equities / Markets / Stocks. Regular contributor on financial media. Macro ninja. https://t.co/1usXI7qALR
taobanker @taobanker
13K Followers 7K Following
P14 Capital @P14Capital
1K Followers 225 Following P14 Capital uncovers undervalued opportunities in SMID-cap equities. Long-biased and generalist. Not investment advice. Free research below:
The Dank Informer @TheDankInformer
19K Followers 7K Following Bringing the cannabis industry data to life 🥦 / Investigative Reporter / MAHA / Not Financial Advice / Parody / Memes / Satire / PhD in Gas Station Weed
LostFundamentals @LostFundamental
3K Followers 511 Following
Black Diamond Capital @BlkDiamondCap
457 Followers 321 Following Equity analysis. Uncovering hidden value and growth opportunities in small companies.
Avram Fisher @longcastadviser
7K Followers 408 Following Founder and Portfolio Manager of Long Cast Advisers. Former sell side analyst and PI. Building wealth via small cap investing. Email: [email protected]
Hoosier Buckeye @ThomasD93551983
225 Followers 213 Following Automotive HR and Supply Chain Management. Cleveland and Ohio State sports fan. A not so mad Hungarian. Love America. Tesla skeptic
Jeffrey Emanuel @doodlestein
45K Followers 14K Following Former Quant Investor | My Open Source Projects: https://t.co/9qbOCDlaqM | Try https://t.co/oCtjI2mBIl , my collection of agent coding tooling.
Scott R. Grossman @srg444
4K Followers 334 Following 25+ Yrs Investing + Operating | Consumer Transformations | Cannabis | Ex-Soros, Magnetar, $TPB | Vindico Capital | SUNDAY SESH | Watch The Periphery
The 10x Radar | Adity... @The10xRadar
826 Followers 84 Following I buy strength, not bargains. Backing high-conviction ideas with real money. 🚀 https://t.co/1WiAQBq3bC
McIntyre Partnerships @Mc_Partnerships
3K Followers 733 Following CIO of McIntyre Partnerships Not Investment Advice
Josh Rosen @analyst_exec
312 Followers 122 Following - abundance mindset - - more Q's than A's - - player-coach -
Daniel Wu @itsDanielWu
3K Followers 371 Following Bristlemoon Capital | https://t.co/GvT4Tt3YPW | Views are my own and not investment advice
SemiEvolvedMamal @SemiEvolvedM
2K Followers 394 Following Our lives begin to end the day we become silent about things that matter I give opinion, NOT investment advice Feelings aren't facts
Julian Lin @JulianLinStocks
2K Followers 1K Following High conviction growth and quality investor - value matters.
Cluseau Investments @blondesnmoney
69K Followers 1K Following Not Financial Advice Insert extremely corny quote here
Yaron Naymark @1MainCapital
34K Followers 653 Following Tweets are informational only, never investment advice.
The GreenWave @GreenWaveMJ
2K Followers 1K Following "We read between the lines, connect the dots & ask the probing questions ". Bear Stearns (II "All America" ranked team) , Cowen, First Union Sec
Truth Seeker @PoliticoStocker
100 Followers 59 Following Politics & Stocks Nut. Views are my own and do not represent any financial advice. Please do your own due diligence.
Bill @wabuffo
36K Followers 2K Following 1) If you have no edge, correct position size is 'don't buy”. 2) Position sizing is determined by downside. 3) All great investing records employed leverage.
Bourbon Capital @BourbonCap
75K Followers 106 Following Growth Investments - Long Term | Insider News: @BourbonInsider Find below the link to my Patreon and all my sources
Clark Square Capital @ClarkSquareCap
33K Followers 3K Following Global investor. I publish in-depth research on under-the-radar stocks and special situations. https://t.co/gSuNfoKeyR | https://t.co/4I0vL2hgLj
Don Murphy @donmurphy12a
6K Followers 243 Following Access of an Insider, Passion of an Outsider. "America’s Top Conservative Legalization Advocate" and "The Weed Whisperer"-@Leafly. 5xRNC Del 00, 08, 16, 20, 24.
ToffCap @ToffCap
20K Followers 666 Following Looking at LOTS of companies and sharing ideas | Research at https://t.co/e3LfxHIihJ
George Hadjia @GHadjia
11K Followers 2K Following Founder & Chief Investment Officer - Bristlemoon Capital Global L/S equities Subscribe https://t.co/qMdR4HXhka Views not investment advice
Brian Coughlin @EquityBrian
11K Followers 591 Following Investing, mostly. The longer version is at https://t.co/aVFT25nefY
Librarian Capital @LibrarianCap
12K Followers 763 Following Investing/stocks. Ex. HF seeking ideas, contacts & capital. Research Substack on link below; DM is open there. Not advice. I may be long/short names mentionedYou might like
