Contrarian Corpus
Grizzly Research vs. Trulieve Cannabis Corp

Trulieve Cannabis Corp · TRUL

1 deck published between 2019-12-01 and 2019-12-01 — 26 pages, 26 analysed slides total.

initial thesis

Timeline

Each deck in chronological order — click to open. This is the story of the campaign as it unfolded.

  1. 2019-12-01 initial thesis

    2019 12 Trulieve Report

    26pp · research_note

    Trulieve's premium-grower story is a fraud: cultivation is mostly cheap hoop houses, profits rely on biological-asset mark-ups, and the CEO's husband sits at the center of an FBI corruption probe.