Some companies play the move in front of them, and others are 5-10 moves ahead.
Like grand masters, certain moves only come to the front after additional actions happen that enlighten the strategy.
Strategic locations or being patient are critical in a high-stakes, capital-intensive industry.
The beauty of this strategy is that it goes relatively unnoticed by the majority. Sure, most see the main assets that are bright and bold, but the smaller elements are the true beauty of these strategic measures.
These calculated moves and positions sit and idle until the time is right.
These visionary strategists see the board in cannabis differently.
They can see future moves, counterattacks, and obstacles in the distance, especially where the landscape is still unknown.
This is their superpower.
“All men can see the tactics whereby I conquer, but what none can see is the strategy out of which victory is evolved.” – Sun Tzu, The Art of War
Most can agree on the basic principles.
Cannabis is not going away.
- States will continue to legalize
- Medical markets will convert to adult use
- Interstate commerce will happen
- Federal legalization
- Operational expertise will grow
- Research is coming
- Politicians will eventually stop using cannabis as a pawn
The current game these cannabis companies are playing will look entirely different in 15- 20 years.
The current game has challenging conditions. In the future, the challenging conditions will be different.
Some are aggressively fighting to survive or wandering blindly through the forest. It’s survival at all costs.
Others have the foresight for the future and are aggressively building foundational resources that are difficult for the everyday person to see.
Both can win.
The ones that understand the optionality and flexibility required to survive the unknown today in preparation for the future will have a wider edge when the time comes.
Until then, happy hunting and surviving.
Editors’ Note: This is an excerpt from our Monthly Playbook. If you would like to read the full monthly playbook and join the thousands of others you can sign up below.
