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Posted by
Two Blokes Jun 16 -
Filed in
Stock
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6 views
Despite severe price declines, I maintain a Strong Buy on Verano Holdings due to its deep value and relative strength among large MSOs. Recent financials have disappointed, but analysts expect EBITDA growth in 2026, and Verano remains the cheapest major MSO by EV/EBITDA. Key risks include ongoing 280E taxation, litigation from a failed merger, and refinancing challenges, but I see no clear reason for the extreme selloff.
