In this episode we dig through our listener mailbox to answer some wide ranging questions including:

- New York giving first 200 retail licenses to Social Equity

- Canadian LPs rapidly losing share to smaller producers; what does this mean for the US?

- How do we like Curaleaf at these prices?

- How will low share prices affect M&A?

- When to sell your holdings?

- What do we think about the Ancillary plays?

- Why is this still an attractive industry?

- How much upside is there in any one cannabis name?

Thanks for the great questions and please keep sending them in!

References:

Trump vs Nancy Mace: https://www.nytimes.com/2022/03/11/us/politics/nikki-haley-trump.html

Nancy Mace Interview: https://www.youtube.com/watch?v=DAKwodshrxU&t=183s&ab_channel=mindsetcapital