In this episode we explore the benefits and challenges of chasing momentum or seeking value in the cannabis industry. 

Topics:

1. Momentum Investing

- What is it?

- How do we find momentum opportunities 

- How does it apply to the cannabis space and why does it matter

2. Value Investing

- What is it?

- What makes a good value investment

- Examples of cannabis investments which are value oriented (LHS & Vireo)

- Pitfalls of value investing

3. Momentum vs Value

- What should investors look at in cannabis

- Why the big 4 MSOs might experience superior growth

- How capital raising creates a competitive advantage

- Cannabis vs Tech and "winner take all"

4. Our Strategies

- Investment decisions made in 2020

- Private vs Public investments

- US Election in Nov - which stocks we've purchased to try to ride the momentum