MJO - Good News For AYR Strategies (Podcast)

• With only 2 states, AYR Strategies is a top 5 EBITDA cannabis company and from a profit margin perspective, second in the industry.
• We're now in cannabis 2.0 which means more discipline from companies and investors. The winners have access to capital, bit everyone else is excluded.
• Jon Sandelman, AYR's CEO, returns to the show discuss why culture and vision matter and why you can't build a big business on a weak foundation.
• We also talk about the currency of current deals in the space, the death spiral of dilution, and CPG multiples.

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