RE:Me and I think others are cycling out of mega cap weedsI am out of the large LP's as well (well, I was never really IN them all that much). Half of my holdings are smaller current LP's (think EMC, FIRE, MARI, OGI. BE, etc.) that are already growing and already have revenues, a quarter are in late stage license applicants or those that just got their license (think ACG, MMJ, N, VP, CHV, etc.) and the last quarter is in what I call the 'peripherals' like research, extraction technology, edibles, drinks, etc. (think LXX, TBP, VRT, etc.).
The big boys will do okay in the long run but they have had their bigs runs and it is time for the others to run, especially that smaller producers that are takeover candidates and those producing the extracted products that the big boys want to make from their weed.
Everyone has to have their own strategy, especially in a fast-growing market like legal MMJ and RMJ...
BB