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Tim Seymour: Cannabis Industry Growth Will Return In Second Half of 2022

The Cannabis Investing Podcast

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Is Your Sweet Spot Still the M S O, the Us?

The top five positions in our portfolio are us, am, aso, um. We have to legitimately be representing what's what you can invest in in the industry. Can i trade and fade moves in the market that are extreme? Yes. Do i feel it's my job to do it? Not necessarily. I think being active means we can take advantage of overshoots. It is ant e commerce market place. They've got a whole stofkware part of their business they're going to continue to evolve also as the consumer continues to leave them aside. And i just think that their Corps corps focus on personalization and advertising and focusing on thi people that really are going

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