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. |