Wednesday, December 04, 2019 10:31:19 AM
The answer to your question is wrapped up in the response to chilling post.
Take a look at those top execs and compare them to the resumes of CW top execs.
Major CPG talent leading CW in a competitive marketplace and a lack of CPG for CVSI.
Do you honestly think Dowling has the same connections to mass retail as D. Eisner? No. Go down the line and you’ll see execs formerly from Coke and Bacardi among others.
CW was smart enough to realize Hess Moallem (former CEO) had taken them as far as he could and they made a change. They could’ve kept him as he did a fine job. However, that’s not what top companies do when trying to reach an apex.
Also, the passé attitude about the value of CW owning patented genetics only furthers the disconnect as to why it warrants a premium and seems the stronger stock. I think some fail to truly understand cannabis and why some things are more important than others. Many here disregard CW’s IP and it’s imprortance.
Success in cannabis has always (and will always) come down to genetics. Cannabis is new to mainstream, however, a multi billion dollar cannabis marketplace has been established for decades. Genetics are the most valuable part of any major cannabis business. The general public has trouble realizing the ‘why’. The whole ‘hemp is hemp’ ‘cbd is cbd’ ‘weed is weed’ crowd couldn’t be more off base.
I own shares of both (but admittedly much more CW) and for me the bottom line is this:
CVSI is a CBD company and will live and die with the CBD subsector.
CWBHF is a true wellness company with a broader long term focus (way beyond CBD).
CBD is just the tip of the iceberg. CW, owning its own genetics and able to masterfully grow whatever type of cannabis it chooses, will always be able to serve the marketplace and its changing demands over time.
If CBD demand slows or the market moves to the next cannabinoid CVSI (and many others) is likely done. CW is already working on extraction of other cannabinoids and playing around with different formulations. That’s being on the cutting edge imo. They have all the tools they need to succeed long term and it comes back to genetics. Not just the CW strain but the overall mastery of cannabis genetics. They can literally pivot to anything the future brings.
Sorry for the length.
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