Replay | Cannabis Q&A

06/03/21 11:49PM EDT
  • We recently added three new long ideas TLLTF, VLNCF, and CNTMF. We discussed their investment merits in more detail. 
  • We discussed the latest legislative changes and what we expect to pass in the second half of the year. 
  • We have recently hosted numerous calls with company management teams and industry leaders. We discussed what we learned and what resonated with us.
  • We continue to add additional trackers for state-level and country-level sales. We discussed the trends we have seen in the data.

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Replay | Cannabis Q&A - Cannbis Q AJune

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