The Cannabis Equity Model – Todd Harrison

Todd Harrison 9/25/18

The #cannabis equity model:

Medical & Wellness = $SPX

Beverage / Nutraceuticals / CPG = $NDX

Sub-sectors include:
Extraction / Nutraceuticals
Biopharm Labs
Cultivation / dispensaries
Cosmetics / Vanity
Pets / animals
Services / media
Industrial hemp / farming

“Against those verticals, we allocate by geographic region. We believe the secular bull market in 1. will be VERY bumpy and 2. is global in nature. We talk about capital flows a lot b/c the further down the curve you go, the more egregious the inefficiencies.”


Leave a Comment