Cyclical Trends Amidst Secular Growth

26/05/2022 1h 21min
Cyclical Trends Amidst Secular Growth

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!