In this episode we dissect how we think about Growth vs Value investing. While the market divides companies and investors into two separate camps they don’t need to be.

Once in a while an opportunity comes along that gives us the chance to experience high growth at value prices! US Cannabis is that golden opportunity.

Topics Covered:

- Why Warren Buffett’s way of investing doesn’t work for everyone

- What is Growth Investing?

- What is Value Investing?

- Why is it so hard to get growth and value together?

- GARP Investing: Growth at a Reasonable Price

- US Cannabis gives us the opportunity for growth and value

- Using Cansortium as a live example

- Verano RTO hitting the market

- Playing Verano through SOL (and how this is an example of value investing)

Howard Marks Memo on Value vs Growth: https://www.oaktreecapital.com/docs/default-source/memos/something-of-value.pdf