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Invest Like The Best
Pot Stocks, Tesla, & The “Wild Bill” Rule for Quants [EP 106]
Invest Like The Best

Pot Stocks, Tesla, & The “Wild Bill” Rule for Quants [EP 106]

Invest Like The Best

Pot Stocks, Tesla, & The “Wild Bill” Rule for Quants [EP 106]

Hosted by Patrick O'Shaughnessy

09.28.2018

  • Private Equity
  • Professional Investors
  • Public Equity

Danny was the head trader on the Frontpoint team led by Steve Eisman and was featured in the Big Short. We cover the cannabis industry, his short thesis on Tesla and Solar City, and what to consider when shorting companies

[00:00:48] – The investment opportunities within the cannabis industry

[00:04:36] – How the market is playing out with the emergence of cannabis

[00:07:32] – Private equity in the cannabis landscape.  

[00:10:35] – The regulatory and public sentiment changes 

[00:14:29] – Details in the industry that people are unaware of. 

[00:16:15] – Noteworthy big macro or nonbusiness specific trends observed.

[00:18:37] – What to consider when shorting companies. 

[00:30:01] – What Danny looks at when assessing misclassified businesses in the active market.  

09.28.2018

Hosted by Patrick O'Shaughnessy

  • Private Equity
  • Professional Investors
  • Public Equity
Pot Stocks, Tesla, & The “Wild Bill” Rule for Quants [EP 106]
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Introduction

Patrick
All right Danny, we're going to have a grabbag conversation. Probably mostly focused on the marijuana investment space, but we'll talk Tesla and some other stuff as well. Let's start with the very popular weed category today.

The Cannabis Industry Landscape

Patrick
The first question I'll have for you is how you would frame to the someone out there that really hasn't done a whole lot of digging in this area just yet, how you would frame the investment opportunity given two kind of interesting polls. One being extreme hype and crazy price increases on the one hand, and a massive sort of yet to be tapped by traditional markets market on the other hand. How do you kind of balance those things and explain this whole concept to people that are just approaching it for the first time?

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