We are pleased to announce a call with Jason Wild, CIO of JW Asset Management and Chairman of TRSSF, next Friday, January 22nd, at 2 PM EST.
Mr. Wild is the founder and President of JWAM, a SEC-registered investment adviser with over $1 billion under management. Jason achieved early success by leveraging his background as a pharmacist to find undervalued specialty pharmaceutical companies and manage the firm's investments for long-term growth. After building a strong track record as a stock picker, Jason expanded his investment universe and applied his experience and extensive healthcare network to private market opportunities. He has since established himself as a highly respected investor and sought-after partner for public and private companies. Jason's 20+ year audited track record is a testament to his ability to generate quality deal flow, identify exceptional investment opportunities, and add significant value as a portfolio manager and business partner to portfolio companies.
Mr. Wild has a unique perspective on the Cannabis industry as an early investor in the space and the Chairman of one of the best-positioned US operators. As a Hedgeye Best Idea LONG TRSSF is a unique company, it crosses over into Canada with its subsidiary, TerrAscend Canada.
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Participating Dialing Instructions
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Our conversations with Mr. Wild will cover many important topics facing the industry following the industry's extraordinary opportunity, following the Democratic Sweep in Washington. Some of the topics of discussion will center around:
- The outlook for legislative changes facing the Cannabis industry in 2021, including the timing of those changes?
- Can NJ get a Recreational bill passed to allow for sales in 2H21? The first Apothecarium opened in New Jersey in late November (ninth Apothecarium nationwide); how are consumers responding?
- TRSSF experienced a significant improvement in revenues and profitability in 3Q20 and expected a sequential improvement in 4Q21 revenues. Guidance for 2021 implies more of the same. How do you manage the significant growth coming in PA, NJ, and other the new markets vs. bottom-line profitability?
- How do you think about the expansion opportunities for the Apothecarium in California? How has the Pandemic impacted the potential for new sites in that state?
- How does the merger of APHA & TLRY alter your Canadian ambitions?
- How are gummies doing in Canada?
- Do you see a scenario where Canadian LPs can ship Cannabis in any form into the USA?
I could go on! If you have questions for Mr. Wild please email them to Cannabis
