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