#9 - My Top Weed Stocks - My (mostly US) Cannabis Portfolio

In this episode: We share his Top 10 Weed Holdings (Mostly US names)

CRITERIA: what we look for in public companies and why it's important

- Why it's important for companies to be "cashed up"

- Who's shown they can run a profitable business

- Early Stage vs Late Stage & Risk vs Reward

TOP HOLDINGS (best to worst and why we like each)

1. MediPharm Labs

2. Trulieve

3. Green Thumb / Cresco (through Origin House) / Curaleaf

4. Harvest

5. Village Farms

HIGHER RISK & HIGHER REWARD NAMES BELOW:

6. MedMen

7. Ianthus

8. Liberty Health

9. CV Sciences

CLOSING THOUGHTS:

- How long do I hold for? 

- Mentality: Long Term Investing vs Short Term Trading

- When to Sell?

- Capital Gains and Tax Planning