Do Politics Affect Cannabis' Long-Term Growth Story?

Summary

• Federal cannabis legalization is not the end all, be all - investors would be wise to think it will take longer than expected.
• How should we think about a growing green map in the US when the market's not responding to it?
• Cannabis' growth story and what that means for valuations.
• Julian Lin and Jason Powers' compelling and essential conversation for cannabis investors.

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Julian Lin, a favorite guest, runs Cannabis Growth Portfolio and Best of Breed on Seeking Alpha. Jason Powers comes from the world of politics in Washington and posts on Reddit, using his experience to inform the conversation on the intersection between politics and cannabis. We discuss asymmetry between investing thesis and market caps of cannabis companies. Short-term vs long-term investing timelines. Even without federal reform, top operators are fundamentally strong.

Editor's Note: This article discusses one or more securities that do not trade on a major U.S. exchange. Please be aware of the risks associated with these stocks.