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Investor — Focused on the future. Themes include: #fintech, #cannabis, #AltEnergy, #MachineLearning, #AR, #VR, #IoT, #BioTech #blockchain
19 Oct 19
Let’s talk about the “oversupply” of Canadian #cannabis ... the central pillar of the bear case against the entire sector.

1. The true Canadian market is huge.

2. In the short-term, access to it is artificially constrained.

#PotStocks $ACB $APHA $CGC $CRON $OGI $TGOD $TLRY
Canadian #cannabis “oversupply” caused by three things:

1. Slower than anticipated retail licensing by @GovCanHealth.

2. Competition with pre-existing black market.

3. LPs ramping up production to serve ENTIRE Canada+ market

#PotStocks $ACB $APHA $CGC $CRON $OGI $TGOD $TLRY
To be clear, slow roll out of licensed retail by @GovCanHealth is NOT a conspiracy against #cannabis.

Rather, it is a classic example of government not being built to move at the speed of business.

Still, it is a bottleneck.

#PotStocks $ACB $APHA $CGC $CRON $OGI $TGOD $TLRY
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