Are You Focusing on the Top MSOs?

Even among the big five, Verano and Cresco were essentially break even on cash flow. Green Thumb stands out amongst the big MSOs, you know, generating actual true cash flow after taxes. And then there's smaller companies like a Meramette or a C21 who I've actually looked at. Those aren't huge positions for me. My personal portfolios largely dictated by our early private investing. But if I had to like make recommendations, I like those companies because they're in competitive markets and are still generating real cash flow.

Play episode from 07:28

Transcript

The AI-powered Podcast Player

Save insights by tapping your headphones, chat with episodes, discover the best highlights - and more!

Get the app