FFNTF: Adding 4Front Ventures to Investing Ideas (Long Side)

03/03/21 02:50PM EST

Hedgeye CEO Keith McCullough is adding 4Front Ventures (FFNTF) to the long side of Investing Ideas. Below is a brief note.

Still looking to buy things on sale on #decelerating volume, eh? That's how you do this. 

Paying attention matters, big time, too.

As many of you who pay attention will recall, The Cannabis Bull, Consumables analyst Howard Penney, walked through 4Front Ventures (FFNTF) on The Pitch @Hedgeye last month...

Seems like forever ago. But it's not. And the stock is at a much cheaper price here today than where you should not have been chasing it at the top of my Risk Range!

"Well Keith, we have more multi-year multibaggers. Today we're talking Best Idea Longs in TerrAscend (TRSSF), 4Front Ventures (FFNTF) and Trulieve Cannabis (TCNNF). I want to talk about the Cannabis space this morning; it's a great time to focus here given the catalysts for the industry:

Buy the damn dips,

KM

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