Many of the Canadian cannabis producers have been hammered recently.
After a promising 2018, a year in which cannabis executives projected their stock price would continue to go to the moon, 2019 hasn’t worked out how they hoped. Some of these stocks are down 60% or more year-to-date.
And for many investors in these companies, reality is starting to set in: They were sold a big fantasy story.
Cannabis is no different than any other industry. A great business needs a competitive advantage, proven executives, technical proficiency, the ability to scale, cost efficiencies, a distribution network, etc.
So, lacking one (or likely many) of these elements, it’s not surprising that the first phase of the cannabis bubble has burst on these Canadian producers.
But there’s still good news for cannabis investors…
There’s still a LOT of money to be made… if you invest in the right companies that are poised for the sector’s next evolution.
To help shine some light on the cannabis industry, I reached out to a friend and cannabis insider. In this monthly letter, you’ll see some of his commentary.
After a promising 2018, a year in which cannabis executives projected their stock price would continue to go to the moon, 2019 hasn’t worked out how they hoped. Some of these stocks are down 60% or more year-to-date.
And for many investors in these companies, reality is starting to set in: They were sold a big fantasy story.
Cannabis is no different than any other industry. A great business needs a competitive advantage, proven executives, technical proficiency, the ability to scale, cost efficiencies, a distribution network, etc.
So, lacking one (or likely many) of these elements, it’s not surprising that the first phase of the cannabis bubble has burst on these Canadian producers.
But there’s still good news for cannabis investors…
There’s still a LOT of money to be made… if you invest in the right companies that are poised for the sector’s next evolution.
To help shine some light on the cannabis industry, I reached out to a friend and cannabis insider. In this monthly letter, you’ll see some of his commentary.
And I’ve included an analysis of not only the industry’s risks, but also the sector’s most promising opportunity.
Many of the Canadian cannabis producers have been hammered recently. After a promising 2018, a year in which cannabis executives projected their stock price would continue to go to the moon, 2019 hasn’t worked out how they hoped. Some of these stocks are down 60% or more year-to-date. And for many investors in these companies,…
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