#34 - Corona & Cannabis - Buying Quality Names at Deep Value

In this episode we talk about the recent pummeling the cannabis markets (along with the broader markets) have taken due to Coronavirus fears. How does this relate to our on-going thesis of a 2008-style cannabis liquidity crisis? What are we buying right now?

- What is going on? How Corona is affecting broader markets

- Are the fears overblown? What potential risks are there?

- How does Corona affect the Cannabis Markets?

- What quality names are we buying at "deep value"