Introduction

We cover many fundamental questions in this deep, broad and colorful conversation with two terrific Seeking Alpha authors and investors in the cannabis space: James V. Baker and Julian Lin. Why there is time for current MSOs to build a moat, importance of passing MORE Act, descheduling the plant and why getting rid of 280E gives the industry life. Fallacy of free cash flow, MSO rollups, generating profits without economies of scale. Thoughts on Green Thumb-Trulieve rumors and why momentum investors will get shaken out.
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