Elliot Johnson has heard countless stories of cannabis investors who bought into Canadian companies such as Canopy Growth Corp. early on and rode the green rush to staggering returns.
“The Canadian growth story is going to be viewed in the fullness of time as being less exciting than the U.S. story,” Johnson said. Clearing both hurdles would unlock significant latent value, he said. While Canadian cannabis companies are already trading at their highest valuation, he said, most U.S. names are undervalued due to legal uncertainty.
Johnson sees this potential for at least three names in his portfolio — Curaleaf Holdings Inc., Harvest Health & Recreation Inc. and Slang Worldwide Inc. Harvest is taking the opposite approach, establishing over 20 different brands, but its strong appetite for growth — and the manner in which it has accomplished it — has been enough to convince Johnson.
เราได้สรุปข่าวนี้มาให้อ่านอย่างรวดเร็ว หากสนใจข่าว สามารถอ่านฉบับเต็มได้ที่นี่ อ่านเพิ่มเติม:
ประเทศไทย ข่าวล่าสุด, ประเทศไทย หัวข้อข่าว
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