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.
各機構一直完全不願投資於不斷演變的大麻領域--除了。顯赫資本。
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.
這家投資公司專注於尋找被市場錯誤定價的穩健、不斷增長的公司。這一投資重點將Eminence引向了大麻行業，裡奇·桑德勒Eminence Capital創始人兼首席執行官週四在邁阿密海灘舉行的本辛加大麻資本會議上表示。
High On Opportunity: The cannabis industry is one of the greatest representations of the disconnect between companies and their stock prices, Sandler said.
機遇滿滿：桑德勒說，大麻行業是公司與其股票價格脫節的最好代表之一。
"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.
他說：“目前缺乏資本供應這個擁有令人難以置信的機會的行業，這種錯配意味著部署的資本以具有吸引力的價格進行部署。”
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，未來幾年還會有其他機構進入這一領域，並表示他正在尋找機會，為公司的長期成功奠定基礎。他說，投資大麻現在使該公司領先於其他公司。
"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."
“我想買沒人買的東西，因為他們最終會買進，我可以告訴你，我可能是這個領域的第一個機構投資者，但我很舒服，”桑德勒說。“未來三到五年，我的大多數同行和大筆資金都將投向這一領域。”
See Also: EXCLUSIVE: How Cannabis Companies Thrive In California, 4Front, Lowell, TPCO, Falcon Execs Share Strategies
另見：獨家：大麻公司如何在加州蓬勃發展，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，那些投資於MSO上市公司的人實際上是在購買註冊證券的二級市場股票：“你實際上甚至沒有直接為一家企業提供資金，所以你可能會遠離你認為存在風險的一步。”
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).
桑德勒說，他目前投資了四家上市大麻公司：綠拇指工業公司(OTCQX：GTBIF)，維拉諾控股公司(OTXQX：VRNOF)，TerrAscend公司(OTCQX：TRSSF)和中國克雷斯科實驗室公司(OTCQX：CRLBF)
"I've been in the market in the last couple of days," Sandler said. "We buy more when they go down."
“過去幾天我一直在市場，”桑德勒說，“當股市下跌時，我們會買入更多。”
Watch Sandler's full presentation below:
以下是桑德勒的完整演示文稿：
