@RevelationsLP

Revelations Partners, LP is a single-family office investment firm. Opinions are our own and not investment advice.

 Greenwich, CT
Joined June 2015
  • Tweets2.5K
  • Following243
  • Followers862
53Media
Amazing that $TSLA pre-market gain on Roadster teaser is worth more than the entire market cap of $BMW
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For all the bulls who were behind $GLAS I really haven't seen any commenting on the current decline in the stock here. Has the fundamental thesis changed for some reason or is this collapse just technical?
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If anything is K-shaped today, it’s the college admissions landscape. Top schools have never been more competitive to get into, while at the other end of the spectrum, some schools are admitting students who haven’t even applied. wsj.com/us-news/education/hu…

Hundreds of Colleges Are Sending Acceptance Letters to Kids Who Didn’t Even Apply

Amid shrinking enrollment, more schools are offering direct admissions. “Instead of a student applying to the institution, the institution applies to them.”

wsj.com
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In conclusion, DEA asked the judge overseeing the hearing to “expeditiously recommend” that marijuana be transferred from Schedule I to Schedule III. $MSOS
Tom Angell 🌳📰ⓥ
@tomangellAug 18
👀👀👀 NEW: Marijuana Moment obtained all final briefs filed by parties in the Drug Enforcement Administration's cannabis rescheduling hearing—with DEA pointing out that the opposition's own witnesses "supported the therapeutic use of marijuana in certain instances" and anti-reform groups expressing concerns about process, public health and safety. marijuanamoment.net/dea-and-…

DEA And Anti-Marijuana Groups File Final Briefs In Hearing On Trump Administration Rescheduling...

Participants in a Drug Enforcement Administration (DEA) hearing on the Trump administration’s marijuana rescheduling proposal have filed their final briefs in the proceedings—setting up the judge...

marijuanamoment.net
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Any takes on $IMXI out there? Gross spread of 33% with $WU announcing that it is expecting the deal to close on September 1.
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While $VREO.CN may not be the first company to pursue a roll-up strategy, the speed and breadth of its acquisitions are certainly unusual. A few years from now, we'll likely look back on this as either one of the greatest roll-up success stories or one of the most spectacular destructions of shareholder capital. #cannabis globenewswire.com/news-relea…

Vireo Growth Inc. Announces a Four-Deal Transaction to Establish Presence in Ohio

Vireo Announces a Four-Deal Transaction to Establish Presence in OH; Further Expands National Platform, Creating One of the Industry's Broadest Footprints...

globenewswire.com
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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.
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An abundant catalyst path over the next few months for the sector. $MSOS $GTBIF $CURLF $TCNNF $VRNO $CXXIF $AAWH
Todd Harrison
@todd_harrisonJun 9
ATB on 🇺🇸 #cannabis 🌿 /position+ $MSOS 🇺🇸🌿
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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.
Sammy J@sammyj_19May 26
$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
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If $TSLA can trade at 120x T12M EBITDA I'm sure SpaceX can trade for an absurd valuation too.
James Chanos
@RealJimChanosMay 20
SpaceX Adjusted EBITDA Table
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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/ne…

Vireo Growth Inc. Announces First Quarter 2026 Results

Q1 GAAP revenue of $106.2 million increased 333.5% year-over-year, driven by recently closed MA transactions Moves to 4 th largest cannabis company on a pro forma basis by revenue Closed the Schwazze...

investors.vireogrowth.com
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Revelations Partners, LP retweeted
LeftHandedOctopus@AggieCapitalistMay 5
but but but AI $FLYW
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$FDX increasingly looks like an interesting short here. Valuation is near historical highs, fundamentals are solid but not exceptional, and a major 3PL is entering the space. Feels like multiple compression risk, similar to what we saw in software. Would welcome the bull case. $UPS $AMZN
Revelations Partners, LP
@RevelationsLPMay 4
Any reason $FDX is not a good short here at 20x? wsj.com/logistics-report/ama…

Amazon Built a Massive Supply Chain for Itself. Now It’s for Hire.

The e-commerce giant is opening its global logistics network to all businesses, betting it can turn its supply chain into the next AWS.

wsj.com
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Any reason $FDX is not a good short here at 20x? wsj.com/logistics-report/ama…

Amazon Built a Massive Supply Chain for Itself. Now It’s for Hire.

The e-commerce giant is opening its global logistics network to all businesses, betting it can turn its supply chain into the next AWS.

wsj.com
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The growth from $MSFT, $AMZN, $GOOGL, and $META is staggering. At this scale, it’s almost unprecedented. Given the output, it’s hard to argue with the spending.
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With rescheduling momentum building, how are you thinking about upside in your #cannabis holdings? What P/E multiple does the sector re-rate to? (Broad strokes.)
23%Sub-10x (no interest)
45%15x (low growth consumer)
18%20x (growth story)
14%25x+ (meme fever)
22 votes • Final results
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Disappointing to see pieces like this get front-page treatment in outlets like @WSJ. No one is advocating for adolescent #cannabis use, just as no one in alcohol argues for lowering the drinking age. Feels like outdated scare tactics. $MSOS $GTBIF $TCNNF $CXXIF $AAWH $CURLF wsj.com/opinion/marijuana-is…

Opinion | Marijuana Is for Dummies

Even as Trump eases regulation, evidence grows of pot’s damage to young brains.

wsj.com
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I'm starting to get the sense that many #cannabis investors do not understand that free cash flow figures will not change for the majority of the companies in the sector as they are already not paying 280e taxes. GAAP EPS will change, but not free cash flow. $MSOS
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Not meant antagonistically, but is $TCNNF at ~10.2x FY26 FCF truly attractive with revenues down in 2025 and expected to decline again in FY26? One under-discussed issue in the sector is whether valuations are as compelling once you factor in fundamentals. $MSOS #cannabis
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Hard to ignore that $TCNNF and Kim appeared closest to the administration among $MSOS CEOs. If this plays out, they could be among the primary beneficiaries and best positioned to act early. #cannabis
CannaVestments@CannaVestmentsApr 23
Arguably @Trulieve is the largest immediate beneficiary of this initial ruling, given their outsized exposure to state-medical sales in Florida relative to their overall business (whereas peers have far more adult-use exposure) and the potential reduction in their UTP
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