#99 - Q1 2021 Financial Review of the Big 5 MSOs (ft. Nick Gastevich aka CannaVestments)

In this mega-episode our good friend Nick Gastevich joins us for the Q1 quarterly review of Curaleaf, Trulieve, Cresco Labs, Green Thumb and Verano. We do a deep dive into profitability, core footprints, valuation and how we see the future for each company.  As the broader peer set trades between 10-14X '22 EBITDA we feel the time is right for acquiring these big 5 MSOs. We discuss the theme of value hidden in plain sight for these "Green Chip" companies. Thanks to Nick for another great and extensive review Connect with Nick: Twitter - https://twitter.com/CannaVestments LinkedIn - https://www.linkedin.com/in/nicholas-gastevich-75841346/ Family Office Website - https://www.vginvests.com/