Alan's current view on the industry. WM Technology (MAPS), Ascend Wellness (OTCQX:AAWH)-MedMen (OTCQB:MMNFF) breakdown ('You could see this coming a mile away.'). New York and New Jersey's path to legalization and what investors should be focused on.
How to look at consolidation using Liberty Health and AYR (OTCQX:AYRWF) as an example. Direct listings and SPACs, including Leafly and Merida (MCMJ). New Lake Capital (OTCQX:NLCP) and cannabis REITs. 5 reasons why Verano's (OTCQX:VRNOF) doing well; Canopy Growth's (CGC) curious deal with Wana; Curaleaf (OTCPK:CURLF) expensive.
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