David Yee
@fighter
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Explore trending content on Musk Viewer
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@Quzarabus
@todd_harrison
@CanopyGrowth
@BruceLintonCGC
@POTUS
Do you think there’s value in having an inside track with DEA? Potential to shape federal enforcement if/when there’s federal legalization? Might be fuzzy math but adds credibility to mgmt teams of $CGC and $TLRY and positions them as leaders of US mkt over the long term.
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Entire North America is now cannabis-friendly
Mexico’s Supreme Court on Wednesday deemed the country’s marijuana prohibition law unconstitutional. The legalization of cannabis for adult personal use, possession, private cultivation and sharing is therefore currently de facto.
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3. Optimism about M&A is high, especially as industry’s now focused on branding and health and wellness applications of marijuana. Bankers envisioning multinational CPG cos to make acquisitions, following big alcohol $cgc, big pharma $tlry, big tobacco $cron.
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@BenjaminA_Smith
Biden’s rescheduling and decriminalization policies are encouraging in that it helps change perception and opens up more research. Disappointed, however, that the language isn’t more serious which would require “descheduling” and/or banking exemptions.
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the cake batter is to die for “
@Wayne
: Really, really craving an Italian ice from
@MontaukIceCo
at the hamptons.
#delish
#summer
”
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Today is the day big tobacco moves into marijuana. Maker of Marlboro cigarettes makes a $1.8bn USD investment in Canadian-based cannabis co.
We’ve been expecting this. Cigarettes were always the easiest comparison to weed. But it’s unreal that it actually happened.
$mo $cron
Altria Buys 45% of Cronos Group for C$2.4 billion with Option to Take Controlling Stake
#cannabis
$CRON $MO $CRON.TO
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@Invest420
Mixed feelings about this. Buybacks are great for increasing share price but the cash used should be excess capital.. is propping up stock value the best use of funds when we were sold on the idea that this is the time to be acquiring market share?
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1. Pubcos will be tested this yr. Valuations have been predicated on TAM. There’s little margin for error at current multiples. Low vol/lil institutional support to prop pricing. Included in the “pot com” bubble are $cron $tlry and most secondary 🇨🇦 LPs listed on CSE.
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Meet the woman behind one of this year's biggest VC wins
http://t.co/6xDcNUavuy
@VICTORIAeSONG
@crashlytics
@wayne
@dba
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@CannabisStudies
@todd_harrison
@CanopyGrowth
@BruceLintonCGC
University of Mississippi has had the monopoly to cultivate cannabis for research. DEA has been actively looking for partners as they’re increasing their
2018: 978 lbs
2019: 5,401 lbs
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@matt_higginson
@aginnt
You can /watch/ the full interview here (and find that Aaron is accurate in his tweet):
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@BenjaminA_Smith
@Invest420
This explains the downward price action these last two days? $gtbif
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@tomangell
Demand consumption is marked by patient health and wellness. Most common usage is for stress, anxiety, and pain relief. Cutting off access will only do more harm to patients and potentially force them to purchase on the black market where products may contain toxins.
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In spite of Canada's first mover advantage on the global market, I expect that the US can very quickly catch up. Few things need to happen, namely: repeal of federal/banking reform, increased capital flows into cos, formation of supply chain, and formation of brands.
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@andrewchen
Going thru this now. My startup got buried by a lawsuit. Ive been in hermit mode for the the last several months and just getting back into the industry. Appreciate the reminder that it’s not the end of the world. Thank you!
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@cashflow_free
@beezerism
Been running into this issue. Can’t hang a hat on weighted avg shares outstanding bc warrants issuance. How do you level the calc across diff companies?
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@NicoSEnea
@Invest420
@Invest420
has a link to the investor presentation which details out: “Form Factory represents the combination of Gesundheit Foods and Made By Science”
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Perfect day for a private showing of the Chinese House at Peabody Essex Museum
http://t.co/NvfrtKm898
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@khoshaba_jeff
Great write up, Jeff. The thesis on recession as a catalyst for the sector is something I’m betting on myself. Dealing with time horizon is the biggest challenge now.
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@BillBigD
@NaomiMartin
The motives behind social equality initiatives are truly incredible. I wish we could be better at implementing these programs. Having wealthy men prey on black ppl with records solely for the purpose of fast tracking their own interests isn’t within the spirit of the law.
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@Cannamannabis
@liltranwreck
Avg person doesn’t know cbd, but already there’s a lot of snake oil cbd going around, which is concerning to say the least
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@chrisbrogan
Spot on and I think we’re seeing the new wave of cannabis retailers doing this. But I think the larger problem is that many of these new retail experiences are littered with products named green crack, Durban Poison, trainwreck, cat piss
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@VJsapps
@Invest420
Do you see enough differentiated value for a direct-to-consumer app? Here in California we have Eaze which does rather well
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@BrianNorgard
List is spot on. Cannabis has the biggest impact over the short run. The numbers are evident on so many levels: sales, adoption, efficacy, and social good (safety, justice and tax revenue) in the nations/states that have legalized
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@alysonrmartin
@CannabisWire
Love this dig at Trump: “What Trump should be doing is forget about his conservatism, forget about his ignorance about how the economy and the world is working today.”
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@ScottW_Grizzle
@DevoT_10
@wind4me
@CamBattley
@Vic_Neufeld
Is this skewed by % of revenue that's raw flower vs extractions vs final products like prerolls and capsules?
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@TheCuriousInve1
Wow. This clip shows that $apha has a culture of doing questionable deals.. it is very telling of the type of corporate governance, or lack thereof, pervasive within the co.
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@Herbworthy
@alainamdorsey
@alainamdorsey
hey Alaina, can you dm me? Have a project I want to share with you
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I see more pain ahead. Many pubco’s burning cash at a fast clip with little to no revenue and no clear runway to raise additional capital because their valuations are too lofty
#potstocks
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@katallentax
@Johnschroyer
We’re witnessing the perception of marijuana shift from discretionary vice (blunts, joints, bongs) to cannabinoid-based ingredient in multiple categories: pharmaceutical/biotech, CPG-wellness (beverages, foods, topicals, cosmetics), and industrial (plastics, fabric, hempcrete)
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IPO! Congrats team
@TwitterBoston
, can't wait to see how you'll improve our lives even more than you have
@crashlytics
@Wayne
@jeffseibert
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We're still in the early stages of this burgeoning industry. I believe we'll see clear winners and losers over the next year as some companies fail and others consolidate. There will be a lot of hiccups, including supply, distribution, and pricing issues similar to California.
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@LogicPrevails_
Strange.. Plus moved to Herbl back in 2019. At that time, Plus was already in 360 stores. They’ve remained on the shelves across California and on delivery platforms like Eaze.
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