Boris Jordan 5.0 2 ideas

Curaleaf is a massive buying opportunity because rescheduling cannabis to Schedule 3 removes the punitive 280E tax, enables research, and makes it very profitable; as the largest global player, it will benefit from consolidation and institutional capital returning to the sector.

The U.S. cannabis sector is a massive buying opportunity because rescheduling to Schedule 3 widens the investor pool, brings back institutional money, reduces cost of capital, and will lead to significant consolidation and a valuation reset.