Bruce Campbell (2)
Fire & Flower Holdings
FAF-T
WATCH
Jun 29, 2021
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.
Owns indirectly through ATD.B having a strategic stake in it. That endorsement is good enough for him. Have the scale and sophistication to put down a good beachhead in the last mile of distribution in Canada. Prospects look pretty good.
Chain of cannabis dispensaries, solely in Canada. Deep pockets, due to investment from ATD, which taps into smart management but caps potential. You want to own the integrated operators that go from seed to store. He owns CURLF instead.
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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.