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MJ - Julian Lin's Highest Conviction Idea (Ever)? Cannabis. (Podcast Transcript)
August, 26 2021 09:13 AM
ETFMG Alternative Harvest
Julian Lin has a new cannabis focused marketplace service, Cannabis Growth Portfolio. We discuss his thoughts on EBITDA, ETFs using total return swaps to own US MSOs, rebalancing away from Canadian operators. Uplisting is the clearest catalyst for cannabis stocks. Tilray coming for the US. Legalization is not the thesis to owning cannabis stocks. California concerns. For further details see:
Julian Lin's Highest Conviction Idea (Ever)? Cannabis. (Podcast Transcript)
Stock Information
Company Name:
ETFMG Alternative Harvest
Stock Symbol:
MJ
Market:
NYSE
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