4min chapter

The Cannabis Investing Podcast cover image

Beware Canada 2.0

The Cannabis Investing Podcast

CHAPTER

Cannabis

I definitely overestimated or underestimated the impact of fresh compression and overestimated the ability of these companies to realize operating leverage. So, yeah, I definitely think it's becoming clear that investors should temper their expectations for margins. This is, these are not tech companies, especially in the absence of normalization,. If until cannabis becomes a very normalized product where the common person uses, between now and then the man is going to be kind of minimal.

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