Cannabis plays will separate out in 3 groups

1. Those that have capacity to meet demand
2. Those that have cash to build out distribution
3. Those that continue to add value up the value chain and that avoid being commoditised. Just study any price chart in agriculture to see what happens. Here is corn as an example. The world needs food but it gets cheaper and cheaper because it is easy to make

My Red Hat story is a story really of a missed opportunity. I bought it before the dot.com crash first time around - I would have been looking very happy if I had held for the long haul. Coming back to stuff I know was a late move but in time enough, this time