Cannabis. His group did the first major financing in the space. There are only 5 or 6 major players. The stocks have had a massive run-up, which caused them to take profit a while ago. He is now looking for opportunities to buy again. He sees the Aurora deal as a pure paper-for-paper deal and is not involved in it.
He still owns this. They had some hardware issues for products that offer diabetes monitoring. Their recent earnings have been hinting at weaker operations as they could only recognize 2 months of revenue. It is underfollowed and he thinks there is still great growth opportunity with a long runway. He intends to continue to hold it.
People often rent for a few months, but hold it two or three times longer than planned. He owns it and sees good growth opportunity that will allow the share price to grow into the relatively expensive multiples. If you continue to hold, the earnings growth will grow into the price and the stock will look cheap. Tuck it away and hold on.