Diving Deep Into the Third Wave of Cannabis Investing

Following up on the theme we discussed in this weekend’s newsletter regarding our view that a “third wave” in cannabis investing has commenced, we published an extensive review of the past seven years and our outlook for what lies ahead at Seeking Alpha. If you aren’t familiar with Seeking Alpha, it is a crowd-sourced publishing platform where I used to write extensively beginning in 2006 and has been known for covering a broad range of stocks and investment strategies since it was founded in 2004.

In the article, I discuss how the 27-month bear market likely ended in March, review the past two cycles and then explain why I believe the pandemic will likely be a growth driver for the cannabis industry. I also share a very interesting visual that perhaps shows how investors aren’t paying as much attention to the leading cannabis companies in the United States to the extent they have followed the leading Canadian LPs, and I lay out a scenario for how this may evolve favorably.

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Based in Houston, Alan leverages his experience as founder of online communities 420 Investor, the first and still largest due diligence platform focused on the publicly-traded stocks in the cannabis industry. With his extensive network in the cannabis community, Alan continues to find new ways to connect the industry and facilitate its sustainable growth. At New Cannabis Ventures, he is responsible for content development and strategic alliances. Before shifting his focus to the cannabis industry in early 2013, Alan, who began his career on Wall Street in 1986, worked as an independent research analyst following over two decades in research and portfolio management. A prolific writer, with over 650 articles published since 2007 at Seeking Alpha, where he has 70,000 followers, Alan is a frequent speaker at industry conferences and a frequent source to the media, including the NY Times, the Wall Street Journal, Fox Business, and Bloomberg TV. Contact Alan: Twitter | Facebook | LinkedIn | Email