#51 - How to Invest for US Legalization of Cannabis
Cannabis Investing Network - En podcast af CIN Podcast
Kategorier:
In this week's episode we are excited about acceleration of future legalization of cannabis in the US and we discuss trading and investing strategies for cannabis stocks.
1) Biden - Sanders Task Force Plan
- How real is this? How does it play into the coming Democratic National Convention?
- Social Justice reform, Police reform and change all accelerate cannabis legalization
- DNC provides an opportunity for democrats to discuss ending the war on drugs
CAUTION - legalization hype is building quickly but actual legalization takes years to pass and implement
2) Investment Strategies for Legalization Hype
Many different ways to play this with various risk/reward - which makes the most sense?
a) "The Big 4" - GTI, Trulieve, Cresco & Curaleaf - obvious candidates as retail comes in
b) Ancillary & US-Listed Companies - IIPR, Greenlane & GrowGen
c) Tertiary Plays - Canadian LPs, Foreign Companies, Low Cost Countries
Remember: Hype is not rational - capital will flow regardless of valuations
US Legalization hype will make Canadian hype look like "a drop in the bucket"
3) Institutional Capital Flowing into US Cannabis
- How will it play out?
- When should investors get in? When to get out?
- What are the best risk/reward strategies?
