CCHWF - Beware Canada 2.0

Summary

• With tech stocks crashing, are cannabis stocks the most compelling investment right now?
• Julian Lin tells investors to focus on MSOs that can generate free cash flow right now.
• Price compression has been far more severe than expected.
• What rising interest rates means for the cannabis industry.
• Why Julian's so bullish on NewLake Capital.

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Stocks like Trulieve ( TCNNF ) are impressive, but what if it didn't expand its footprint in favor of maximizing cash flows? It would now be able to repurchase its stock at 5 or 7x EBIDTA. Julian Lin shares why he's now bullish on the Cresco ( CRLBF ) Columbia Care ( CCHWF ) deal since Diddy came on board, why MSOs should be exiting California and why he's so bullish on NewLake Capital ( NLCP ).

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