- We recently added three new long ideas TLLTF, VLNCF, and CNTMF. We will discuss their investment merits in more detail.
- We will discuss the latest legislative changes and what we expect to pass in the second half of the year.
- We have recently hosted numerous calls with company management teams and industry leaders. We will discuss what we learned and what resonated with us.
- We continue to add additional trackers for state-level and country-level sales. We will discuss the trends we have seen in the data.
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