Business
In this episode we explore the benefits and challenges of chasing momentum or seeking value in the cannabis industry. Topics: 1. Momentum Investing - What is it? - How do we find momentum opportunities - How does it apply to the cannabis space and why does it matter 2. Value Investing - What is it? - What makes a good value investment - Examples of cannabis investments which are value oriented (LHS & Vireo) - Pitfalls of value investing 3. Momentum vs Value - What should investors look at in cannabis - Why the big 4 MSOs might experience superior growth - How capital raising creates a competitive advantage - Cannabis vs Tech and "winner take all" 4. Our Strategies - Investment decisions made in 2020 - Private vs Public investments - US Election in Nov - which stocks we've purchased to try to ride the momentum