Cannabis Investment Club

[happyglass]

Does anyone else here have an opinion on the longer term outlook on the big MSOs? Am I alone in thinking they are not the best place for my money because tho they will pop on legalization they will be left with an enormous amount of redundant assets when they are no longer limited state by state? They have entered a land grab that serves them now but does not fit the picture in the future. I like the smaller guys that are staying asset light and signing royalty and licensing deals with other producers. That gets the brands known across the country but the investment is minimal. They can stick to their core business and when all but the indoor grown artisanal weed is cropped in fields in Columbia and Africa at pennies a gram they are not stuck with greenhouses they paid far too much for. Any thoughts?