Happy New Year! 

If you watch or read financial news, you’ve likely heard the Seussical term “SPAC” mentioned a lot in relation to a flurry of new companies coming public over the last year, accounting for approximately half of the IPO filings in the US.    

All puns aside, this quarter is the perfect opportunity to explore the cannabis craze from an investment standpoint.  Without getting political, I’ve taken a deep look at the market from a fundamental perspective, and I truly think there is value here.  However, there's a lot of noise in the marketplace right now, lots of “dumb money” pouring into the space, and