Medicine Man Technologies Inc (SHWZ)

[pottsvision]

I will be increasing my position.

All in at this time - best deal in this market right now is MDCL... it'll play out as it must, but after following this company for a few years loosely and almost a year closely I am fully confident in the ability of this teams ability to create tremendous shareholder value in years to come... recent events may have shaken confidence of some - but I see it as a group of people dedicated to building the absolute best business in terms of profitability, scalability, and resiliency... an industry leader.

Current market cap makes this as good of a bargain as anyone could ever hope to find... when the company is put together and given time to grow these prices will represent a fraction of book value... when tax law changes we can reasonably expect MDCL to (particularly with growth) earn more than current mkt cap... would I buy MDCL outright @ 80 million right now? If possible, yes, I'd consider that an incredibly good investment... and this is a very classic method of analysis... that is, I probably would *not* pay 200x earnings for the trendy company everyone loves (but I'd buy the stock low and sell higher...)... but if I'm going to hold onto something - I want an asset that not only presents current value, but also presents great growth prospects... most companies do not satisfy: growth is generally fundamentally overvalued as the price essentially accounts for the business after years of execution, while value in this late stage bull market is likely due to a lack of growth or even contraction (see Oil companies...).

I firmly believe the returns are going to be spectacular here... my money is where my mouth is and these dips are nothing but opportunity in my eyes, I've bought as much as I can and will be adding more as it is possible... we'll see where we are in a year.