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The Thesis Is in Tact Starring Sammy J
Manage episode 401328243 series 3518505
Higher Exchanges에서 제공하는 콘텐츠입니다. 에피소드, 그래픽, 팟캐스트 설명을 포함한 모든 팟캐스트 콘텐츠는 Higher Exchanges 또는 해당 팟캐스트 플랫폼 파트너가 직접 업로드하고 제공합니다. 누군가가 귀하의 허락 없이 귀하의 저작물을 사용하고 있다고 생각되는 경우 여기에 설명된 절차를 따르실 수 있습니다 https://ko.player.fm/legal.
Morgan's on the road, so Jesse and Toby start the show reviewing the recent pullback in cannabis stocks and the corresponding drop in sentiment. Toby also shares his experience at the Cannacord webinar and Jesse explains how the institutional investments in cannabis compare to more mature sectors.
Sam Armenia, known as Sammy J on Twitter and VP of Corporate Development at C21 Investments, joins the show to share his experience as an investor and operator. We talk about the retail-focused investor base and how this may evolve in a Schedule III world. Sammy is working on a large project illustrating the impact of 280E removal and gives us his early read on the results and impacts for operators. He concludes by sharing his perspective on generating cash flow, versus investing growth and carrying more debt.
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