In this mega-episode our good friend Nick Gastevich joins us for the Q2 2021 quarterly review of Cresco, Curaleaf, Green Thumb, Trulieve and Verano (in that order).

We do a deep dive into profitability, cash flow, brands, valuation and how we see the strengths and weaknesses of each company.

As the cannabis market trades poorly we discuss how valuations between these top tier companies have diverged and where we see the most opportunity.

Thanks to Nick for another great and extensive review

Connect with Nick:

Twitter - https://twitter.com/CannaVestments

LinkedIn - https://www.linkedin.com/in/nicholas-gastevich-75841346/

Family Office Website - https://www.vginvests.com/