In this episode we dissect how we think about Growth vs Value investing. While the market divides companies and investors into two separate camps they don’t need to be.
Once in a while an opportunity comes along that gives us the chance to experience high growth at value prices! US Cannabis is that golden opportunity.
Topics Covered:
- Why Warren Buffett’s way of investing doesn’t work for everyone
- What is Growth Investing?
- What is Value Investing?
- Why is it so hard to get growth and value together?
- GARP Investing: Growth at a Reasonable Price
- US Cannabis gives us the opportunity for growth and value
- Using Cansortium as a live example
- Verano RTO hitting the market
- Playing Verano through SOL (and how this is an example of value investing)
Howard Marks Memo on Value vs Growth: https://www.oaktreecapital.com/docs/default-source/memos/something-of-value.pdf
