NLCP, ULA Capital, AYR - What's Your Strategy?

Nilay Patel: My country strategy is to focus on the MSOs that could generate free cash flow right now. He says ULA capital trades OTC, it trades at a relative a very large discount to innovative industrial properties such as IAPR. Patel: A lot of cannabis investors might be kind of razor focused on just the MSOs. But there's a huge discrepancy because we have stocks like CURE LEAF trading around 13 times EBITDA. The valuation disconnect is even more confusing when you compare ULA capital to the stocks valuations of the MSO.