EPISODE · Apr 15, 2025 · 17 MIN
Episode 4: Disassociate Stock Price from Intrinsic Value
from The Grow: A Weekly Review of the Cannabis Business · host Scott Sinclair
Welcome back to The Grow with Scott Sinclair. In Episode 4, we dive into why stock price and intrinsic value are often disconnected—especially in the cannabis sector.• We break down Tilray’s Q3 results and highlight what analysts missed, including margin improvements and debt reduction.• We cover Israel’s proposed 165% tariffs on Canadian cannabis imports and the impact on global trade.• A listener’s comment on Cresco Labs sparks a broader discussion about why stock price is not a reflection of good business fundamentals.• Why cannabis analysts are mostly bad.• Managing your stock price and liquidity is a separate jobLike, subscribe, and reach out through the links in the notes with questions or episode ideas.The Grow is brought to you by Sinclair Range. For help navigating your options, you can contact Sinclair Range at www.sinclairrange.com.
What this episode covers
Welcome back to The Grow with Scott Sinclair. In Episode 4, we dive into why stock price and intrinsic value are often disconnected—especially in the cannabis sector. • We break down Tilray’s Q3 results and highlight what analysts missed, including margin improvements and debt reduction. • We cover Israel’s proposed 165% tariffs on Canadian cannabis imports and the impact on global trade. • A listener’s comment on Cresco Labs sparks a broader discussion about why stock price is not a r...
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Episode 4: Disassociate Stock Price from Intrinsic Value
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