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Pot Stocks Post Roll: Weed Beta (VLNS), Growers vs. Suppliers (GRWG), MedMen (MMEN)

In this week’s edition of the Post Roll Thomas George and Scott Willis survey the coronavirus market carnage!

They examine the market beta of cannabis stocks and Valens (TSXV: VLNS) in particular.

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Where’s the value? Growers or Suppliers – shedding light on two under-followed suppliers: GrowGeneration (NASDAQ: GRWG) – & Scotts Miracle Grow (NYSE: SMG).

Lastly Scott outlines the shaky financials of MedMen (CNSX: MMEN).

The opinions provided in this article are those of the author and do not constitute investment advice. Readers should assume that the author and/or employees of Grizzle hold positions in the company or companies mentioned in the article. For more information, please see our Content Disclaimer.

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Categories: Marijuana Analysis
Thomas George: Thomas has over 17 years of global institutional investment management experience. At TD Asset Management he was Director of Global Resources and lead Portfolio Manager for over $1 billion of global equities (resource and sustainability funds). Thomas is a CFA charterholder and has been featured on Fox Business, CNBC, Bloomberg, CTV, CBC and the National Post.
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