Replay | 1H22 CANNABIS THEMES

01/26/22 11:03AM EST

We hosted our Cannabis Themes call yesterday - on the call we covered our themes for 1H22, which are:

  • Can the "Do Nothing Dems" Stop The Bleeding?
  • Will A Dual-Track Legalization Path Emerge?
  • Focus on the Core
  • Incremental TAM in 2022/2023

We also had updates on the following topics:

  • Growth in U.S.A. points of distribution
  • Updated Industry sales trends across Hedgeye tracked Recreational and Medical markets
  • Current operational metrics on the top operators
  • Company commentary
  • Comparative valuation

For the webcast replay and materials CLICK HERE.

Replay | 1H22 CANNABIS THEMES - a4 delete

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