Stock price when the opinion was issued
They're in retail. Have a deal with ATD'B to take a bigger ownership position. Investors have forgotten about the retailers, which is a fragmented but strong business. FF has buying power. He used to own this, but is watching this. He expects the weed sector to revive. Expects ATD'B to take this over eventually.
He isn't in cannabis, because these companies can't build a strong moat or distinguish themselves from their peers. FAF has teamed up with ATD'B, which is a great alliance for both companies. He owns ATD'B, but doesn't know that much about FAF.