I was on here a month ago to try and show how undervalued some of these Canadian cannabis companies are ( http://ift.tt/2rLR0Us )
Im back with my latest report, going into more detail on some of the key variables impacting the industry economics of cannabis, along with price targets and some relative valuation on the industry.
Since I last posted here, weve seen massive declines due to the short term thinking of the stock market. Our portfolio saw an almost 6 figure change in 2 months, and prices for these companies are back to pre-legalisation announcement lows. I strongly recommend doing deep due diligence on the industry and taking advantage of the markets short term thinking.
I have everything on my website at http://ift.tt/2qoXCFX but the PDF link is here (sorry its not formatted for posting on reddit, I doubt 28 pages would fit in here anyways):
http://ift.tt/2uQrnkO
Cheers guys!
p.s. Heavy value investor. Demanding margin of safety and undervalue relative to intrinsic value. Only bought one other company over the last 2 years ($AAPL @ $94-100). Not much is worth buying, but this brand new industry is a huge opportunity.
Submitted July 12, 2017 at 04:52AM by TheJosh90 http://ift.tt/2tM6Bm6
