Medicine Man Technologies Inc (SHWZ)

[damAcon1]

I think a weighted approach is a good way to evaluate these operators...but I think what needs to be included in the weighting is operator margin based on price per ounce, or pound, in the states of operation. It is obvious where 'cost compression' will eventually settle, and because of this, I think operators making margins...or are operationally profitable...in highly competitive states with basement pricing need to be valued higher than the ones operating in limited licensed markets with 2x-5x that flower cost. The problem is...until the retail investors force/push MSOs/SSOs to report/breakout earnings by state of operation (which will never happen because 'top tier' operators would never do this) then retail investors will be left best guessing which companies are good investments -- or even worse, left taking 'advice' from industry analysts.