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Zachary Cohen's avatar

Nice Thoughts Mitchell. The question, from someone in the trenches of this, is: are luxury cannabis brands willing to accept the minuscule segment of the market that is truly upmarket? And perhaps more importantly, are their investors game for a 7-10 year timeline in terms of any expected return, let alone the 20 or 30x? Another question, how long did those esteemed French Chateau take to mature their vines, and brands? What about Louis Vuitton or Chanel?

My experience tells me this segment is, AT MOST, 10% of the marketplace, in every state in the US at least. I cannot speak to Canada.

The financing realities facing cannabis today are to get to cash flow positivity as fast as possible, as most investor appetite for "brand building" is non-existent.

Here's a though experiment, if I were to start a super high end cannabis brand, and told you, my investor, that I was only going to sell my products to 5 dispensaries in NYC, LA, SF, Chicago, Miami, Aspen, Dallas, et al, so as to target only the most desirable and high income customers, and the goal was to lose money for many years but that one day we'd have incredible brand equity that would suddenly catapult us to the top--at the time of Federal Legalization for instance, or the abolishment of the DEA, or some other black swan, highly difficult to predict event....

would you invest in me?

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