September 19, 2018: Shares of TLRY hit $300, marking a top for the entire sector. Where are we one-year later? I'm joined by Sean Stiefel of Navy Capital to discuss the macro-environment, the stocks to own and avoid, and the catalysts upcoming for cannabis.
Published 09/23/19
Following his success at CSX, press is reporting that Paul Hilal and his fund Mantle Ridge are now contemplating a move at food service/uniform giant Aramark. I'm joined by Nomura analyst Dan Dolev to discuss the possible outcomes. Later I interview Cowen's John Kernan regarding the Jana stake...
Published 06/17/19