Investment thesis
In my SeekingAlpha article of 8/29/19 I expressed my base case that the cannabis sector is “littered with more potholes than Boston’s Financial District” and that I was very pessimistic going forward given the many headwinds facing this volatile segment. My caution was acquitted in this regard, as my “10 stocks to watch” have decreased by an average of 65.6% since the publication of the article. Until there is much more clarity in terms of the long-term outlook for this sector, I believe that investment in the cannabis sector should be considered