I Ranked Cannabis MSO's – Marimed Edition
I Ranked Cannabis MSO's – Marimed Edition
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This industry has been taken around back and shot, left for dead, whatever metaphor you want for a terrible performing industry.
Go through some of the biggest names and look at their price charts.
Trulieve down 90%
Curaleaf down 80%
Green Thumb Industries down 80%
MSOS ETF down 80%
Tilray (canada) down 85%
Canopy Growth (canada) down90%
But I sense an opportunity. Let’s figure out if there is something here. If you like being contrarian, well it doesn’t get more contrarian than this. Today i’ll rank Marimed.
It’s "Mare uh lund" not "Merry land"
Outstanding!
FYI They currently wholesale in MA and MD supplying the majority of retailers in both of those markets where their flower sells at a premium while other wholesalers have had to heavily discount in order to remain competitive. Come Q4 you can add IL and MO to that list.
Hi Andrew. Great video. I learned a lot of Mari Med. I actually didn’t know much of them and what really is attractive here is that growth seems to go well and you don’t need to wait for the government for it. I will learn this stock more closely. Thanks for this video. It certainly deserves a higher ranking than the other ones you reviewed thus far.
I agree with you, but one point.
The time horizon is too long for stockpicking companies in this sector. All your other points are valid. But more time means more risk. That’s also one of the two weak points of DCF calculation.
Aside from this, I would be really honestly impressed when you would manage to sit on those shares for 10 years waiting for the great salvation with an US president older than Buffett.
Don’t get me wrong. I am very patient and I can take a lot of volatility, but I won’t take a bet on politics making a decision god knows when.
Let’s gooo
*promosm* 😳
Hi Andrew, thank you very much for this series. Apologies if I missed you mentioning this previously, but will you be doing one on Ayr Wellness? Thanks.