### Comment:
Which ones? I subscribe to Hedgeye and they are long on medmen, cronos, green thumb, and ianthus. All have an asset light approach. 
  
 Definitely potential with weed stocks but I agree with your sentiment that most will fail. Reminds me of the tech bubble in 2000, except at a smaller scale.

### REPLY:
I’m big in medmen and the big Canadian guys acb and apha

### END.