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Re: Fallingknife75 post# 16973

Friday, 05/27/2022 12:03:05 PM

Friday, May 27, 2022 12:03:05 PM

Post# of 21238
Most recent Cannabis Investing Podcast, around the 1hr 6min mark, Mike Regan (who is a financial analyst for MJResearchCo...which I heard on another podcast holds a long position in SHWZ) gives his 'most contrarian point of view' and defines the bull thesis (without giving a company name) for investing in SHWZ. It is basically what we have discussed. Successful operator in a competitive market, because it is only a matter of time before the other markets see the same cost compression/margins as the competitive markets.

https://seekingalpha.com/article/4514621-cyclical-trends-amidst-secular-growth
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