#73 - Lessons Learned - Reflecting on 2020

Cannabis Investing Network

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5y ago 1:16:45

M4A•에피소드 홈

In this episode we reflect on what we've learned in 2020, why it is important and how we plan to improve our game going into 2021. Happy new year everyone!

Discussed in this episode:

- Humility: how this year humbled us and taught us that "no one knows"

- How 2020 was a break out year for cannabis

- What would we have done differently?

- Things change quickly - how perception (and reality) shifted in 2020

- The Big 4 MSOs were the big winners of 2020; who will be the winners of tomorrow?

- How the Fed helped prevent a financial disaster and propelled the markets to record highs

- The AYR and LHS acquisition - what we think and how it went down (and why AYR/LHS could be a win-win)

- Keep refreshing your thinking - don't get stuck on old perceptions of the market (or a company)

- Back to the Future! How you can understand what will happen next

- The information advantage - the 3 tiers of cannabis investors

- Taking risk and making hay while the sun shines

- The value of IR in a company's brand to investors (eg. Trulieve)

- Winning Big, Losing Small: swing big at fat pitches

- The importance of MSOs achieving scale going forward

- A big thank you and new years message for our listeners

Happy 2021!

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