To quote the summary and transcript (available here) of Rena’s interview, the topics include:
- 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 Rena!