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Stock Market News – Weed Stocks Crash (Canopy Growth) – Bitcoin Safe Haven





Stock Market News – Weed Stocks Crash (Canopy Growth) – Bitcoin Safe Haven

I said Canopy growth has a broken business model and was wrong for a year and a half. On bitcoin, nothing broken there, but just not my style.

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45 comments

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    Reply
  2. The weed market was a great example of a hype market, without a lot of substance. I think it's a legit idea to have a small portfolio of hype stocks to play off of the attention though. SPACs would be a good example of that today – many of them are booming now mainly on pure hype. You can profit off of the hype alone, you just need to be ahead of the curve though these are hypes you never want to FOMO into as they could turn on a dime.

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  3. Not interested in weed stocks, as I'm not interested in tobacco ones. If it's true people is more intelligent with generations, those stocks have no future at all.

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  4. 9:21 "i probably will," this actually prompted me to look into cryptocurrencies, and now, after some research, i have some. i was looking for the extremistan part of my portfolio with as high reward as i can find, and cryptocurrencies are perfect for it, and when i started to buy there was blood in the streets too. bitcoin is large cap now and doesn't have that high potential, but some of the other cryptocurrencies do

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  5. If you like marijuana stocks then you can't pass Cannabis stocks.
    My picks MEDIF – MediPharm Labs Corp. and VLNCF – Valens GroWorks Corp.
    I recommend MEDIF – MediPharm Labs Corp if you you are not afraid of risk and you are not investing too much money your portfolio these.
    MediPharm Labs Corp is currently in my opinion cheap due to Hexo deal and cannabis 2.0 backlash.

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  6. Don't go to Bitcoin for money.
    Go to Bitcoin for technology, safety and freedom.
    Money will follow.

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  7. Hi if you can answer me if you look at the BRK-A stock value how it grew from 80's decade by decade so in 5 decades it market value is huge but since 2 decades BRK-B has a very low progress. Is it inferior? Will it ever gain a value like stock A did?

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  8. plus you didnt spell it right, good luck funnyman

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  9. suits + cannabis = stupid investors

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  10. I usually comment pretty negative stuff in your feed since you show up often and usually bash crypto or predict the end is near and it's time to panic but this was nuanced and to the point, respect. I guess the fundamental difference between us is you believe there are risk free, upside only alternatives while I see it all as risk vs reward regardless of volatility.

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  11. BTC is a good store of value with a potential to grow over time. Like Gold, BTC will stay here for a long time but there are so many other CCs in the market. So who knows 😉

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  12. I’m loading the truck up at $20 a share.

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  13. Easy to brag after the fact. But guess what. This will be $100 stock once the massive over head is paid off and the US market is open. I would guess wishing 4 years.

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  14. .

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  15. Sven, great video, as always. Your videos are always an excellent value investment. 🙂

    I have been saying the EXACT SAME THING as you since 2016. It's very nice to feel vindicated and to know there are investors who share my views on cannabis cultivators. People are only just waking to the reality.
    However, if you have time, there are a few cannabis stocks with very different approaches to Canopy that I think you might find interesting (tickers are VGW.V, LABS.TO and TRUL.CNSX). All of them are profitable for starters and have clear paths to growth that do not involve cannabis cultivation. I am a shareholder of the first two and I am happy to discuss the investment thesis via email.

    Thanks, John

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  16. I learned two valuable lessons through my only investement in the cannabis sector, Canntrust.

    While it was the smallest position in my portfolio, they are by far the biggest loser even in absolute terms.

    So what are the lessons:

    Lesson 1: Management is crucially important.
    I bought into Canntrust because in early 2018 they seemed to be the most reasonable in the sector: they were already profitable, they focussed on the more lucrative medical market and their management seemed honest and capable.
    We all know what happened next: in the fall, management changed and they went from being one of the more reasonable companies to be invested in, to being the first major producer to lose their licence, because they were essentially cutting corners in a tightly regulated market.
    Management is entirely to blame for this, so I found out the hard way this is a crucial component of analysing a buisness.

    Lesson 2: Sell at the point you decided when you did your analysis.
    I bought in at 8C$ and saw that there would be significant share diluation setting in if the price went over 12C$, so I decided I would sell if it ever went to 12.5-14 for a prolonged period of time.
    The stock shot up on sentiment earlier than I expected, which I didn't like: in my country if I hold a stock for long enough, I don't have to pay capital gains tax on it.
    I got greedy and decided to hold for longer to avoid paying the taxes.
    Now I sit at a loss of 85% instead of a an upside that could have been close to a 100%.

    I still beat the market since then, so I feel happy about having made this loss, since it taught me those valuable lessons

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  17. Just a suggestion: don't put weed in your video titles. Youtube will censor it from a lot of search result, recommended videos etc. They even sometimes censor it if you just say "weed" or "Marijuana" in the video.

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  18. Hi, can you make a follow up video on QD? the stock is going to the other direction.. is it still worth to hold? not sure what's happening with this stock

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  19. You are wrong again, it started to rise back. What do you say about Tesla?.. You proved to be wrong on tesls as well 😒

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  20. + gold + silver. check their prices. But there is a different point. Its real things and bitcoin is digital gold, but bankers want to control it.

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  21. yap , lost a lot of money in MJ stocks ..( not cashed my losses yet) any chance some of them will recover ?

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  22. .WEED bubble
    No one knows which if any of these stocks are going to succeed or fail just like the dozens of websites during the .com bubble. However, finding the Google and Amazon of this bubble will be very lucrative. (After the bubble pops!)

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  23. I think that you are greatly underestimating this "tomato". You have the flower argument when comparing it to a tomato, but you are missing the fact that these companies have tremendous amounts of patents so what do you think they have all these patents on? You cannot neglect that these companies like canopy are going to be selling 90 different skews of edibles. That is where the margins are at. There is going to be brand dominance like any other beverage or edible etc, but these companies are not all offering the same thing when they hit shelves in less than a month. What chocolate brand do you like? Hershey? see my point?….they have built their growing capacity for so much more. So right now everyone is screaming "oversupply" bc edibles were not being shipped out yet. These companies have prepared ahead of time. All the bears are greatly underestimating just how significant the edibles markets will be. Why else would constellation invest in Canopy? It was all for the edibles market. They knew what they were doing….now they have the cost per gram down so low that when they start to mass produce these edibles on the shelves, they are going to absolutely crush their previous revenue numbers. We are are 70%-80% off the highs the crash has already happened. Just look how cheaply valued all these companies are yet we have a brand new market hitting shelves on Dec.16th.

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  24. Bitcoin is the financial solution from the “broken” monetary system that banks and big corporations enslaved us,believe it or not the fundamentals are very strong beyond it’s price

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  25. MJ has been a great trade, long, or short. Investing it is a no touch

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  26. 😎

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  27. I bought cannopy at 24 and sold at 50. I knew it was over-valued at both points. I did the same with tesla…..I then put my money into Kraft which I got obliterated on but that is ok because I will be holding that for much longer. Great videos as always Sven. P.S. Things could get really nasty here in the next couple years. Just what I see….

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  28. Grea Video Sven! Bitcoin has a future use case and is very good store of value. Investing 1-2% of your portfolio and been able to use that BTC in the future either paying a deposit for a house etc is currently being worked on. There are also multiple use cases .. for example transferring 20£ or 200000£ will cost you around 2$ . Try and do that with standard banking .. impossible

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  29. I think a thumbnail of elon musk with a joint when he was on joe rogan, would increase the views 😁

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  30. Lmaoo weed is not a commdity since theres different strains, potency, quality etc and wait you also got the derivatives market that theres is literally 1000s of SKUs so im not sure what your talking about

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  31. Is it not safe to say that A few of these companies like Canopy will do well over time? Given the fact that they have just had the first year of recreational cannabis market opened with not enough stores?
    Do you think some will become the promised global platform for the eventuality of the profitability selling this product?
    Why would corona (constellation brands :STZ NYSE) invest 5.6 billion dollars in the stock of canopy for 38% ownership to own a failing business with no future ? Is it not safe to say that they have long term growth plans for the company? I think yes there was a hype, but now that its over there is room for growth. Canopy is trading at a 7 billion dollar valuation, but like i said 5.6 billion of the dollars is coronas. They are the biggest loser on the stock right now and i do not believe they plan to take a passive approach to getting their money back. What do you think about the long, not short term of the stock. Thanks, i will subscribe if i like your answer.
    Sincerely, Thomas

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  32. I agree that CGC is selling dreams, but what about APHA? They post profits every quarter!

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  33. I would also like a video on intrinsic value, or also a video on blue chip stocks like jnj cl

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  34. It's easy to grow your own weed. Grow kits are cheap. No need to go stand in line for narcotics. Personally, Marijuana users are weak individuals. Weak humans use narcotics. But that's why I was short CGC at $40, with 3000 shares. I will always attack narcotic users through the stock market

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  35. You can't compare Uber to canopy growth , alot of mj stocks are dependant on regulation , the bullish thesis was access to the US market , but Uber is in almost full control of it's future . Not to mention their ride-sharing business is actually profitable as of this past quarter . It's just gonna take some time for competition to die down in food delivery .

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  36. I think in 5 years medical marijuana and the hemp industries will boom.
    I am rolling the dice.
    Times will change..all in.

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  37. Cannabis stock will make people rich in the next 5 years.

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  38. Sven now do you think its a good time to buy marijuana stock, am looking at acb…

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  39. Canopy growth has fell every week since two days after I bought it. Have lost 70%

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  40. I don't trust phds cuz they only talk about theory and practical life and investment is very different.. Also he sale his share faster then upload update.. I know he have done with Amira stock….

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  41. I think cannabis will have another run up again. Edibles and cbd will be available to sell December 17. Obviously most companies there are garbage but there will be a few that will prosper . Canadian banks and funds like vanguard have acb in their portofolios ect

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  42. Great video and yes you were dead on regarding Canopy and the Canadian cannabis stocks. I have traded the space before but never invested seeing the valuations. However, the drop in share prices have also impacted American cannabis companies as well. Many are still expensive, and most are not profitable at this point as they are growing rapidly. However, they do have competitive advantages where they can develop brands and build out their own retail stores. They can potentially create a moat where Canadian companies couldn't.

    Most I've found to have dubious management but one I invest in is Ianthus Capital Holdings. Their market cap is 300 million and they are making $100-120 million a year in revenue. Low SG&A costs, simple share structure, etc. It is a speculative part of my portfolio but I have a great entry point so seems pretty promising. Democrats are already trying to put forward motions to legalize it. It's all very interesting.

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  43. Sven, you were not wrong or right – it's all about timing. That's why technical analysis is important and I think adding it to your skillset will increase your returns over the LT.

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  44. How do you feel about CBD pharmaceutical companies such as GW Pharmaceuticals that is creating some breakthrough medicines and gaining traction in UK/Europe?

    Btw, amazing videos! Your videos have really helped me learn more about value investing and maximising returns. Thanks 🙌🏻

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  45. @Invest with Sven Carlin, Ph.D. If bitcoin can rival gold and obtain a similar market cap over the next 20 years the price at that time would be $600,000 per bitcoin not including any increase in the price of gold which is highly likely. That represents a 24% yearly compounded return. You're good Sven but not that good. The point is that it is an emerging store of value so there is much more to gain than from a fully emerged store of value such as gold. With such asymmetric risk reward profile and uncorrelated price behaviour why not just put 1 or 2% in bitcoin?

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