Thoughts on the cannabis/marijuana industry as a whole? I know it’s popped off recently but more interested in folks’ longterm outlook on the industry as a whole?

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I mean it's a plant that you can grow in your backyard / basement. Don't see the hype.

likesmart

I like gwrw, it’s like the home Depo for growers. Adjacent to the industry

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My b

Federal decriminalization is almost through. I do see a good demand for the legal MJ market. It’ll also open up possibility of growing ur own. So Growers n Grow supplies might have a good run.

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I’m long GRWG and IIPR. Entered both a few weeks back

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KSHB

I have heard of a lot of very interesting products in r&d right now — cannabis alcoholic drinks, cannabis gum, cannabis flavored waters. If feds legalize it, it could be as big as alcohol without the hangover the next day? Also good for a slew of medial reasons. But no one has a crystal ball 🔮 so who knows

I think you listed the relevant angles here. And if the feds legalize it, that'd likely further destigmatize it, which could really be a force multiplier.

The dispensaries by me in downtown Chicago always have a line.. even in freezing weather there’s people waiting outside

It’s an industry as a whole.

$MO I'm speculating that they will be large players be it through normal growth or acquisition.

Hard to pick a winner here when people who smoke can get it from someone they know or their favorite local dispensary. This is just for what I’d call the “standard” case, without accounting for other products.

It has been legal in Canada for a few years now and I don’t think any of the major players have been doing that well. Not sure how it would play out in the US

It’s a commodity. No differentiation for any company. Many companies will go bust. The best ones will remain and have tiny profit margins

Psychedelics is the greater opportunity IMO

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