On Friday, November 13th, at 10 am, we are hosting a teach-in call for the cannabis sector to help investors new to the sector understand the industry's fundamentals and update seasoned analysts on its current state.
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We believe the US cannabis sector is poised for significant growth in the years ahead and that the sector is misunderstood to new people analyzing the space. Things move fast in the Cannabis industry and that also maybe a hurdle to invest in the space. Over the past few years, some consumer analysts (beverage and tobacco) have been exposed to the group as STZ and MO have made significant investments in the space. As those analysts know, legalized drugs make for some of the best consumer businesses, and cannabis is becoming the fourth such industry. Just in the past nine months, we are seeing an increase of institutional investors into space.
To lower the hurdle that some may have, we are hosting a call to teach investors the terminology, metrics, supply chain, and fundamentals to lower the knowledge bar to invest in the sector. Unlike most new industries, we already have great visibility into demand with tremendous growth drivers that have proven historical results. Investing in Cannabis while currently in federal prohibition is a once in a lifetime opportunity, as the industry is just getting started. Given the November election results, it is increasingly likely that legalization (STATES/MORE Act) will occur in the next few years, opening up the space to new capital and new investors. When cannabis is legalized, the demand drivers from medical use, recreational use, and edibles are predictable. This will likely be more appreciated by the market in the months to come.
The winner of the election was not "blue" or "red," but "green." Four more states just voted to allow adult use of marijuana. One in three Americans now live in states where marijuana is legal for anyone over 21. The election showed there is broad public support for cannabis legalization. Just like other industries, not all of the companies benefit similarly from legislative changes. We think the market is extrapolating the election's outcome too far into the future for some companies, while other companies have a head start and are positioned well for years to come.
On our call, we will cover the following:
- We'll explain the legal framework about what the companies are allowed to do and what they are not.
- We'll explain how the supply chain works.
- We'll answer the investor's most basic questions about the industry.
- We'll touch on our favorite investment ideas and how that fits into the developments in the industry.
- We'll explain why there is so much growth ahead for the industry.
CLICK HERE for event details (includes video, dial-in, and materials link)
Participating Dialing Instructions
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Confirmation Number: 13712765
