Daniel Sundheim Long Netflix & Disney, Bearish on Canadian Pot Stocks: Sohn New York Conference | Value Investing News

Daniel Sundheim Long Netflix & Disney, Bearish on Canadian Pot Stocks: Sohn New York Conference

  • Daniel Sundheim's Sohn New York Presentation
  • - Bearish on Canadian pot companies: "Growing marijuana is inherently not a good business."
  • Business models are challenged and the valuations are 'absurd.'
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