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Added to YB: 2025-09-03

Pitch date: 2025-09-02

GTBIF [neutral]

Green Thumb Industries Inc.

+11.89%

current return

Author Info

No bio for this author

Company Info

Green Thumb Industries Inc. manufactures, distributes, markets, and sells of cannabis products for medical and adult-use in the United States.

Market Cap

CAD 1.4B

Pitch Price

CAD 11.86

Price Target

N/A

Dividend

N/A

EV/EBITDA

4.96

P/E

34.17

EV/Sales

1.43

Sector

Pharmaceuticals

Category

special_situation

Show full summary:
Green Thumb & Agrify

GTBIF (overview): GTI structured $45M loan to AGFY to buy brand IP then lease it back; owns ~78% fully diluted of AGFY via convertible notes at $3.16-$29.48/share + warrants; speculative reverse merger play to uplist via AGFY's NASDAQ listing; financial engineering around 280E tax optimization.

Read full article (11 min)