Business
In this episode we dissect how we think about Growth vs Value investing. While the market divides companies and investors into two separate camps they don’t need to be. Once in a while an opportunity comes along that gives us the chance to experience high growth at value prices! US Cannabis is that golden opportunity. Topics Covered: - Why Warren Buffett’s way of investing doesn’t work for everyone - What is Growth Investing? - What is Value Investing? - Why is it so hard to get growth and value together? - GARP Investing: Growth at a Reasonable Price - US Cannabis gives us the opportunity for growth and value - Using Cansortium as a live example - Verano RTO hitting the market - Playing Verano through SOL (and how this is an example of value investing) Howard Marks Memo on Value vs Growth: https://www.oaktreecapital.com/docs/default-source/memos/something-of-value.pdf