The Interview Discusses:
How their cannabis division Hawthorne has grown over 100% over the past two years.
Why he decided to enter the cannabis business.
His thoughts on the current regulatory environment for cannabis and what he believes needs to change.
Where the biggest money will be made in a post cannabis "prohibition" world and where they are investing.
The logic of potentially spinning out the Hawthorne business.
The demographic shift that is greatly helping their traditional consumer business.
A meeting he had with Henry Kravis in ~2007 and what he did in response to that meeting.
Why Scotts has been a “pandemic beneficiary.”
His thoughts on inflation.
How they have changed their marketing to target millennials.
Their innovative weather partnership with IBM that could greatly enhance their marketing.
Why he believes private label is not a threat to his consumer business.
How they incentivized employees during the pandemic.
The Boyar Value Group's mission is to search for value on behalf of our clients.
Since 1975, the Boyar family of companies has been relentlessly focused on discovering value for our clients. For more than four decades we have navigated through fads, gimmicks and market volatility. Utilizing value investing to try to create and preserve wealth has and always will be our sole focus. Our experienced team of analysts looks for diamonds in the rough, companies passed over by the rest of the investment community, but whose true value, in our opinion, significantly exceeds their current stock price. In essence, we are trying to buy a dollar for fifty cents.
To find out more about the Boyar Value Group, please visit www.boyarvaluegroup.com
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