EXCLUSIVE: Ricky Sandler Sees 'Incredible Opportunity' In Cannabis, Especially These 4 Pot Stocks
EXCLUSIVE: Ricky Sandler Sees 'Incredible Opportunity' In Cannabis, Especially These 4 Pot Stocks
"Right now there is a lack of capital supplying an industry that has an incredible opportunity and that mismatch means that capital that is deployed is deployed at an attractive price," he said. Institutions have been completely unwilling to invest in the evolving cannabis space — with the exception of Eminence Capital.
各机构一直完全不愿投资于不断演变的大麻领域--除了。显赫资本。
The investment firm focuses on finding solid, growing companies that have been mispriced by the market. This investing focus led Eminence to the cannabis sector, Ricky Sandler, founder and CEO of Eminence Capital, said Thursday at the Benzinga Cannabis Capital Conference in Miami Beach.
这家投资公司专注于寻找被市场错误定价的稳健、不断增长的公司。这一投资重点将Eminence引向了大麻行业，里奇·桑德勒Eminence Capital创始人兼首席执行官周四在迈阿密海滩举行的本辛加大麻资本会议上表示。
High On Opportunity: The cannabis industry is one of the greatest representations of the disconnect between companies and their stock prices, Sandler said.
机遇满满：桑德勒说，大麻行业是公司与其股票价格脱节的最好代表之一。
"Right now there is a lack of capital supplying an industry that has an incredible opportunity and that mismatch means that capital that is deployed is deployed at an attractive price," he said.
他说：“目前缺乏资本供应这个拥有令人难以置信的机会的行业，这种错配意味着部署的资本以具有吸引力的价格进行部署。”
Sandler is confident that other institutions will come into the space in the next few years and said he seeks opportunities that set the firm up for long-term success. Investing in cannabis now positions the firm ahead of the rest, he said.
桑德勒相信，未来几年还会有其他机构进入这一领域，并表示他正在寻找机会，为公司的长期成功奠定基础。他说，投资大麻现在使该公司领先于其他公司。
"I want to buy what nobody is buying because eventually they're going to buy in and I can tell you that I may be the first institutional investor in this space, but I'm pretty comfortable," Sandler said. "Over the next three to five years, most of my peers and the big money is going to be in this space."
“我想买没人买的东西，因为他们最终会买进，我可以告诉你，我可能是这个领域的第一个机构投资者，但我很舒服，”桑德勒说。“未来三到五年，我的大多数同行和大笔资金都将投向这一领域。”
See Also: EXCLUSIVE: How Cannabis Companies Thrive In California, 4Front, Lowell, TPCO, Falcon Execs Share Strategies
另见：独家：大麻公司如何在加州蓬勃发展，4Front，Lowell，TPCO，Falcon Execs Share Strategy
Those who invest in public MSO companies are actually buying secondary shares of registered securities, he noted: "You're actually not even directly funding a business so you could be one step back from what you perceive to be a risk."
他指出，那些投资于MSO上市公司的人实际上是在购买注册证券的二级市场股票：“你实际上甚至没有直接为一家企业提供资金，所以你可能会远离你认为存在风险的一步。”
Sandler said he is currently invested in four publicly traded cannabis companies: Green Thumb Industries Inc (OTCQX:GTBIF), Verano Holdings Corp (OTXQX: VRNOF), TerrAscend Corp (OTCQX:TRSSF) and Cresco Labs Inc (OTCQX:CRLBF).
桑德勒说，他目前投资了四家上市大麻公司：绿拇指工业公司(OTCQX：GTBIF)，维拉诺控股公司(OTXQX：VRNOF)，TerrAscend公司(OTCQX：TRSSF)和中国克雷斯科实验室公司(OTCQX：CRLBF)
"I've been in the market in the last couple of days," Sandler said. "We buy more when they go down."
“过去几天我一直在市场，”桑德勒说，“当股市下跌时，我们会买入更多。”
Watch Sandler's full presentation below:
以下是桑德勒的完整演示文稿：
