Comments
Transcript
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DTSounds like Musk and would end up like Tesla. The Industry is only shrinking.
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CDInteresting, would like to see more about this industry. Content was good but was hard to stay engaged at times due to all the stuttering and “um’s” by Hayley. Needs practice. Raoul, Ash and Ed set the bar high 👍🏼
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SBit is hard to be optimistic when a legalised market could produce a dose of cannabis for cents. Given there is no patent, it is at best comparable to Asprin (which is out of patent).
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DGHere in a weed legal state in the US the prices are high, and the customers still buy. I prefer SL drops. They are the most cost effective edible form. I prefer edibles because I don't want to smell like weed. If I didn't have kids and I would buy flower from the street. Some street dealers have the medical grade flower, sealed and everything, for less than half the retail price, and no added taxes. I don't know who the winners will be, I will keep my eye on YOLO and trade it, as my edge dictates to do so, for swing trades. I have to wait for a higher low(based on the daily chart) after it's recent activity. Long term this industry should be bullish, the chart will help you time trades, with the right trading set up or technical know how.
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JUI'm glad there was a discussion about Section 280E. This seems to me the biggest issue... 280E means all companies are taxed on gross profits with no deductions allowed, which leads to an effective tax rate on pre-tax income of 80%-100%. If Cannabis is taxed on a gross profits level, no cannabis company can ever generate meaningful cash flow - they simply operate to pay out all profits to the government. As Jonathan points out, why would the government be incentivized to change this? Even if the federal government deschedules Cannabis, if they make a new tax to keep it "revenue neutral" cannabis will *never* generate profits for investors. Anyone else have thoughts on this?
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NDContrary to what Mr Sandelman says in the interview full legalization of Cannabis and it's retail industry rolled out and is doing well in Canada. There are many retailers everywhere in Canada selling. Compare that to the U.S. where legalization is convoluted to say the least. In addition, two class action lawsuits filed against Charlotte's Web, the largest U.S. online CBD retailer and recent calls by the FDA for more science in regard to Cannabis are hints that U.S. Big Pharma is undermining Cannabis. Canada and Australia don't have to contend with the big pharma and also have good relationships with the rest of the world as future suppliers.
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VRThis was great. In terms of other nascent industries, what about alternative energy such as fuel cell? Or solar? These industries will greatly benefit if the Dems win. Might as well cover them now!
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EHEd Harrison here. I wanted to give a shout out to Haley Draznin in the comments here because I believe this is the first full-length interview she has done on the platform. And I am happy to see it. Going forward, she has a few other industry interviews lined up too. And I think this is a good mix for RV because we are heavy on financial markets but have been somewhat light on digging into nascent industries and industry trends. Join me in congratulating here on getting her first interview under her belt. Cheers.
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bmI though this video was about cannabis. He drones on endless about capital.
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MCGreat Interview! Without question it is a commodity just like the wine. However, there are big differences in Vinticulture and Enology which can produce a higher prized and priced wine. The same comparison goes for Cannabis for strain, growing and curing. Some brands in our local dispensaries never stay stocked. I haven't invested in cannabis industry yet but this has got my thinking cap on. Thanks again.
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FGFantastic interview! The cannabis space is fascinating.
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CMNot excited about the Cannabis space (nor the alcohol space for that matter), but I wanted to watch Haley step up. Turns out, Jonathan's approach to the industry was super-interesting! Wonderful content. Thanks, Haley and Jonathan.
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JVLittle Green Pharma, (LGP) in Australia is the one to watch. They are doing some incredible things
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JWI am interested in some more views on what the next catalyst for the industry might be. My view is that tat would have to be a regulatory breakthrough, but that may not happen and then it's back to branding and perhaps a medical breakthrough (perception or real). At this time the industry as a whole seems to be treading water - I know this does not do justice to the many fantastic initiatives that are taking place - but judging from the price action on my Cannabis portfolio, it seems to be stuck in a range. It looks like it bottomed, but one cannot be sure. Long term I am certainly bullish. AYR Strategies has done very well (and still is) and so have a few others, but as a whole it ssems that this industry is looking for a catalyst.
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DSThe 80/20 rule is stated in modern times as the Pareto Principle. It is a great focusing tool. I cannot find a reference now, but I have seen it going back to a Renaissance business rule from Venice or Florence. Getting old. DLS
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JLGreat interview. I learned a lot about the investment side of the cannabis industry. This is helpful as I have been adjusting my IRA holdings during this pandemic-ravaged economy. Haley is a great interviewer and asked insightful questions. Looking forward to more from her.
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DSMs. Draznin and Mr. Sandelman: Well done synopsis and interview. The stock was up a lot this morning, but I bought some in my Roth anyway. I would not mind if it went down, so I can dollar average a little. I now have time to do some research. If it holds up, I will buy more at a higher price if necessary. A cannabis stock with an experienced investment orientated CEO at the top looks good. That is about as much of an indorsement as I can give for the presentation. Thanks. DLS
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RMGreat interview. Mr. Sandelman is very persuasive in his presentation - I will definitely put AYRSF on my watch list! Hayley (spelling???), great job of interviewing (you are progressing nicely at RV). Side note: not sure why you have a graph of the price of Oil show up in the middle of the interview though! :-)
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SSThere is too much content on RV at the minute. Less is more. Just looking at average likes/dislikes on videos, way down on what it used to be. Give people too much choice and what ends up happening is you end up watching nothing.
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CBIn good times people will get high, in bad times, people will still get high.
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TR"..It solely relies on branding.." BevCanna?
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CSGreat interview. Great to see what an experienced business builder with a longterm view can make out of a new industry. What are your views on Europe and the near East?
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JWSorry to see this has only a few Thumbs up - I hope people will watch this video as, apart from a good angle on the state of the cannabis industry, it's a fascinating insight into business decision making and management skills.