Listen "Cyclical Trends Amidst Secular Growth"
Episode Synopsis
Capital is disappearing in the cannabis industry. Mike Regan and Colin Ferrian return and we discuss what investors need to understand about valuations (it's not just like tech). Grading California's main players, consumption patterns, price erosion. EBIDA over EBITDA. For a real transparent take on California trends, listen to Scotts Miracle-Gro conference call every quarter. Cyclical trends amidst secular growth and Colin turns the tables on me!
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