Most Undervalued Weed Stocks

Weed stocks still represent a massive viable investment opportunity. The industry is still in its infancy stage but still has a long way to grow. The industry has seen significant growth in the last year, where a handful of companies have emerged as country or state leaders. Today’s interview searches for the weed stocks trading under their fair price and is most undervalued.

00:00 – StoneCastle Investment Portfolio Manager Bruce Campbell
00:53 – Becoming Plant-Based Investment Corp (CWWBF, PBIC) CIO
01:47 – Portfolio performance in last year
02:30 – Top weed stock holdings
03:53 – MSO vs Canadian LPs & GTEC Holdings Ltd (GGTTF)
05:56 – Premium cannabis vs value cannabis
06:51 – Canadian black market impact
08:23 – US black market impact
09:53 – US decriminalization

Most of those opportunities are in the US, where MSOs have seen significant revenue growth and EBITDA in the last couple of years. On the other hand, Canada has seen negative EBITDA growth with its administrative backlog and other regulatory hurdles.

Some companies are bucking this trend, however—companies with differentiated strategies to grow the cheapest plants.

“What we see as a trend is really 2 things in Canada. The Value trend – part of the reason the large LPs haven’t been able to really perform very well. The second trend is Premium” – StoneCastle Investment Portfolio Manager Bruce Campbell

Watch the full interview for the most undervalued weed stocks today, premium cannabis vs value cannabis, and how the black market affects the legal market.

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#WeedStocks
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4 Comments

  1. Auti Notver on June 30, 2021 at 8:16 pm

    MRMD



  2. Natalio Ruiz on June 30, 2021 at 8:22 pm

    Schwazze is the US hidden gem



  3. IamZeZetheX on June 30, 2021 at 8:33 pm

    What was the company Bruce mentioned out of California? 5 Growth?



  4. Happy Glass on June 30, 2021 at 9:06 pm

    Fantastic information! I am glad you are back in the green space 🙂 Not that all your other work is not great too, I just really like the cannabis space.