veranos market cap: ~$3.7b

q4 2021 verano run rate: 1.2b

Trading at 3xrevenues. If their 2022 EBITDA comes in at 550m as projected that's under 7xEBITDA.

I can do the same for other names but I thought I'd choose the cheapest one for now.

I know there are risks and you can do backflips to justify why they should trade at this price (many of your comments are valid, I am not discounting them). However, we are only trading here because of current sentiment. If you think sentiment will continue to be at these levels, I am going to disagree with that. Be smart. Don't blow your load all at once as we can go a lot lower. But don't panic either. The fundamentals are your safety net and eventually sentiment will shift to what it was before.