Outlining the cannabis industry's Haves (companies that have been able to raise capital) and The Have Nots (no ability to raise capital) with Seth Yakatan. The keys to making a deal and raising capital (9:10), Why Seth prefers real EBITDA and revenue to book value (14:00), Glass House, 4Front; California's created tremendous opportunity (24:50), better to be private than public? (38:00) legal and illicit pricing dynamics (1:00:00). Show Links: Cannabis Investing Podcast episodes with Transcripts Katan Associates Investing Groups: 420 Investor Cannabis Growth Portfolio