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In this episode we discuss why we believe the market has swung back to "Golden Opportunity" territory and the dynamics behind the shift.
In particular we dig into Trulieve and Verano and explain why we think these two names are have fallen to very attractive multiples based on 2022 EBITDA.
4.6
6767 ratings
In this episode we discuss why we believe the market has swung back to "Golden Opportunity" territory and the dynamics behind the shift.
In particular we dig into Trulieve and Verano and explain why we think these two names are have fallen to very attractive multiples based on 2022 EBITDA.
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