Link to the April 7, 2020 webinar at MJBizDaily and a PDF of the slides, which detail:
- Consumer, industrial, agricultural, tech, and pharma companies bottomed at 2.4X sales and 7.5X EBITDA in the Internet bubble pop of 2000-2002 and the Global Financial Crisis in 2009 (see slide 23), providing a guide for the bottom in cannabis multiples
- Canadian supply/demand
- The opportunity in the US vs Canadian operators