Sell MSOS And Its 3 Largest Holdings

  • I am downgrading MSOS (and its top holdings to Strong Sell or Sell), to Strong Sell due to ongoing 280E taxation concerns and poor market performance. MSOS has seen significant redemptions since March and trading volume declines, with its shares outstanding increasing only 1.2% year-to-date amidst a 32.8% price drop. Despite low valuations, high debt levels and negative EPS projections for 2025 make Curaleaf and Trulieve risky investments.