- Nick Gastevich, one of our favorite commenters on Seeking Alpha, returns to the show to catch us up on the state of cannabis investing.
- Wave of new states legalizing cannabis now especially important in the face of long federal delays.
- Liking GTI but it's historically had slightly higher valuation from price or EBITDA perspective. Highlighting Verano.
- Illinois' social equity program had the right idea but large MSOs have had too much of a head start.
- Recent earnings and effects from macro pressures.
For further details see:
Searching For Cannabis Catalysts (Podcast Transcript)