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Episode 4: Disassociate Stock Price from Intrinsic Value
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Welcome back to The Grow with Scott Sinclair. In Episode 4, we dive into why stock price and intrinsic value are often disconnected—especially in the cannabis sector.
• We break down Tilray’s Q3 results and highlight what analysts missed, including margin improvements and debt reduction.
• We cover Israel’s proposed 165% tariffs on Canadian cannabis imports and the impact on global trade.
• A listener’s comment on Cresco Labs sparks a broader discussion about why stock price is not a reflection of good business fundamentals.
• Why cannabis analysts are mostly bad.
• Managing your stock price and liquidity is a separate job
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The Grow is brought to you by Sinclair Range. For help navigating your options, you can contact Sinclair Range at www.sinclairrange.com.
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