In this mega-episode our good friend Nick Gastevich joins us for the Q1 quarterly review of Curaleaf, Trulieve, Cresco Labs, Green Thumb and Verano.

We do a deep dive into profitability, core footprints, valuation and how we see the future for each company. 

As the broader peer set trades between 10-14X '22 EBITDA we feel the time is right for acquiring these big 5 MSOs. We discuss the theme of value hidden in plain sight for these "Green Chip" companies.

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/