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#45 - Priced to Perfection (Market Update - June 1, 2020)
In this episode we talk about the unbridled optimism in the general equity markets and how that flows into cannabis.
- SPY is 7-10% HIGHER than it was 1 year ago
- Market effectively pricing in V shaped recovery
- Does this make sense? Should investors be buying?
- The importance of a margin of safety in investing
- How cannabis has been buoyed by the broader markets
- The "Big 4" MSO: GTI, TRUL, Curaleaf & Cresco
- Potential risks being overlooked by the market
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By CIN Podcast
4.6
6767 ratings
In this episode we talk about the unbridled optimism in the general equity markets and how that flows into cannabis.
- SPY is 7-10% HIGHER than it was 1 year ago
- Market effectively pricing in V shaped recovery
- Does this make sense? Should investors be buying?
- The importance of a margin of safety in investing
- How cannabis has been buoyed by the broader markets
- The "Big 4" MSO: GTI, TRUL, Curaleaf & Cresco
- Potential risks being overlooked by the market
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