Navigating Choppy Waters - Market Update - Oct/2/2019

In this Market Update we discuss how we are right in the middle of a perfect storm of negativity and uncertainty: - How we got here (CannTrust > Recession Fears > Canopy Earnings > Vapegate) -  Why the Vape Issue is really a Black Market Problem - How Vaping should be solved and the unfortunate knee jerk reaction - Emergency Financing: Why Prices Dropped 20-30% in the last week - KushCo (KSHB) Raises $30M USD at a steep discount  - Ianthus (IAN) Raises $20M USD from Gotham Green on a 13% convertible note - What happened to Harvest's (HARV) $225M USD Debt Financing? (Torian Capital deal explained) - Data: How much have Vape Sales declined? Less than you might think... - How much of this is priced in already? Is this Sentiment or True Risk? - Closing: What Stocks Manish Sold and Why  - Selling: Medmen/CVSI/IAN/HARV/KHSB - Booking Tax Loss consideration ahead of others (risks and reward of this) - What to look for Going Forward (important of cash and cash flow)