Matt, CFA

Researching companies, industries, while working in capital markets. Focused on asymmetric opportunities and disciplined thinking.

[Matt, CFA @CapitalMattkets]

@InvestinginCan1 I have to say that @TheDalesReport update $MSOS was just lazy work. You’re better than that Dan.

Scrambling answers that contradicted your previous statements. Smooth talking works in the moment… not so much when recorded.

[Matt, CFA @CapitalMattkets]

@JDerevyanny @HammanShares @InvestinginCan1 @AdvisorShares Active management implies you’re not buying broader portfolio. It’s a conviction play on winners. Generally, the strategy has under performed the 3 and 5 year global cannabis universe.

It’s not really that complicated or deep here. You should know this being in the space..

[Matt, CFA @CapitalMattkets]

@DavidVanSkiver I disagree, they’ve really been on the defense lately. Putting around a narrative of alpha creation vs. peers (stretched reality). Damage control online on portfolio positioning with no rational explanation.

I work in the industry, been around PMs smooth talking a lot.

[Matt, CFA @CapitalMattkets]

Crazy objective information is rattling fund managers of 1B AUM! $MSOS

[Matt, CFA @CapitalMattkets]

@March2Millions @JDerevyanny @HammanShares @InvestinginCan1 @AdvisorShares My account is too new to point this out apparently lol

[Matt, CFA @CapitalMattkets]

@March2Millions @JDerevyanny @HammanShares @InvestinginCan1 @AdvisorShares Thank you March2Millions,

Most high net worth wealth managers go through the same exercise. Due diligence of shelves then ranking fund quartiles.

Objective in nature. Thanks for coming out! @JDerevyanny

[Matt, CFA @CapitalMattkets]

@JDerevyanny @HammanShares @InvestinginCan1 @AdvisorShares Again, I didn’t quote these numbers. It was by the CEO of @AdvisorShares. I just happen to have a 10K/year key to Y-Charts and ran it against relevant peers.

It’s objective and relevant.

[Noah Hamman @HammanShares]

just checking numbers, @InvestinginCan1 for cannabis strategies, is #2 for 1 year, #1 for 3 year, and #1 for 5 year. not much to get excited about relative to where the industry has been, but the goal is to provide the best options out there.....

[Matt, CFA @CapitalMattkets]

@InvestinginCan1 @JDerevyanny @HammanShares @AdvisorShares Sorry what does my join date have to do with the factual position of $MSOS being dead last on the 5 year and 4 of 5 on the 3 year?

Feel free to counter objective information.

[Matt, CFA @CapitalMattkets]

I’m noticing @HammanShares & @InvestinginCan1 have been actively defending on X.

Are the lights getting a bit too bright for the @AdvisorShares team?

[Matt, CFA @CapitalMattkets]

@HammanShares Sorry, so are you part of the decision making process or not now?

Please update your previous X post about performance being 1st over 3 and 5 years.

Thanks Noah

[Matt, CFA @CapitalMattkets]

@ArtisTree777 @March2Millions @lancefinlinson Sorry what am I looking at beyond the nose diving plane?

[Matt, CFA @CapitalMattkets]

@TheDankInformer Boxing a senior citizen feels unsettling.

[Matt, CFA @CapitalMattkets]

@Rlov3ution @InvestinginCan1 @JDerevyanny @HammanShares All he has to do is show net inflow/outflows since Jan 2025 and put this to bed.

The issue is he can’t because it proves the point. He’d be better off by just owning the active management call vs the song/dance excuses.

[Matt, CFA @CapitalMattkets]

@InvestinginCan1 @JDerevyanny @HammanShares Yet you overweighted 3 years later (2025) despite this information and bring it up as a crutch 4 years later.

Regardless, your report card speaks for itself. Gonna have to be open to criticism until your performance picks up.

Bottom quartile on 3 & 5 years!

[Matt, CFA @CapitalMattkets]

@HammanShares @InvestinginCan1 Waiting for a correction to made on this X post. As you can see its bottom quartile.

[Matt, CFA @CapitalMattkets]

@todd_harrison @HarryHooda3h @X This isn’t true at all. $MSOS is bottom quartile for both 3 and 5 years. Noah needs to correct this tweet.

Source: Y-Charts

[Matt, CFA @CapitalMattkets]

@JDerevyanny @InvestinginCan1 @HammanShares YouTube is free, not posting a 45 minute episode.

[Matt, CFA @CapitalMattkets]

@matrixtrade @InvestinginCan1 @HammanShares

[Matt, CFA @CapitalMattkets]

$GTBIF replaced 3 of 8 board members in 2022. Dan had peak holdings of GTI in March 2025. This comment was timely with Cohodes making same comments on X just a day before.

Not to go in on @InvestinginCan1 & @HammanShares. Facts always counter disingenuous comments.

Mor comin