Lynn Marie's Digital Garden

  • I introduce a brief analysis of a personal investment in a cannabinoid-focused company, emphasizing the significance of early trend recognition in investment strategies.
  • I highlight the unique approach of using the actual cannabis plant for clinical trials rather than synthetic compounds, showcasing the potential benefits and challenges associated with this method.
  • I discuss the broader implications of investing in underserved medical areas and the regulatory hurdles faced in the cannabis industry.
  • I discuss the relevance of how emulating nature’s complex systems can help investors reduce risks and make great returns investing in emerging trends that address large unmet needs before other people figure it out.

Link to video presentation

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CLICK HERE FOR CANNABIS CASE STUDY SLIDES

  • Learn how an integration of ancient wisdom and Nature’s complex intelligence gives an investor an edge investing in risky new areas.
  • Our highly integrated investment process helps investors better use the right and left brain to analyze investment opportunities in a more integrated way.
  • Most investors lead with the left brain and ignore the nudge from the right brain. However, leading with the right brain is what gives investors an advantage ‘investing at the edge of chaos’ and also leads to more coherent choices.
  • It seems counterintuitive to not follow strategies that have worked so well in the past. It is not a complete shift. It is just a more integrated and holistic approach to investing.
  • We are in liminal times. New abilities (which are actually old abilities) and new techniques are needed to successfully maneuver through the chaos.
  • Follow up with the left, check your assumptions and gather your inputs for your critical thinking process. A more integrated investment approach is necessary for investors now.

Cannabis Investing Case Study Video Transcript

0:09 Hello, I’m Lynn-Marie De Pippo, and I’m from Pythia Capital, and you are looking on this particular slide about a personal investment made years ago now.

0:22 The reason I’m showing it to you is because it’s a good example of how powerful it can be to catch a new trend early, and we use pretty holistic principles here at to be Pythia Capital and reference to how we look at both problems and solutions, and in this particular case when it came to many areas

0:45 underserved by the medical system, the cannabinoid class of natural compounds is attracted much attention throughout history, also known as Marijuana hype gone in some respects but stayed around, mostly on the commodity side of the business.

1:10 But this particular company was working on the actual plant in designing clinical trials for severe types of epilepsy. And this was one of the first companies to actually study the plant and not make a synthetic version of the plant.

1:28 Why does that matter? Because it does matter. because you’re dealing with billions of years of evolution and complex mixtures of compounds.

1:38 And when you study each compound to do clinical trials, the traditional way with separate compounds, you actually have to study each synthetic compound separately.

1:49 And that slows down clinical research. And when you mix them all together as many people have and do in the medical space here, You’ll limit on what you can say or market, and there’s less controls in terms of manufacturing other things that physicians and people in the medical industry care about.

2:09 So this company kind of did it the long, slow way, doing clinical trials, looking at mixtures of compounds, and using the actual plant, which is the only way you could legally do that at the time.

2:20 And when I made this investment, the whole cannabis boom hadn’t really happened yet, and I had to hold a particular stock for a couple of years before it did anything.

2:30 So if it’s dead money, it was not at all obvious that the time and pretty counterintuitive because to invest in something in the space without patent protection, which is not something you could do when you’re not using a synthetic compound.

2:44 And you also, there were, it still are in many respectful and other government regulations, so there were many, many obstacles to looking at this space.

2:54 from an investor standpoint, but it was better medicine for many, many things, and this company chose an area that was underserved by the existing pharmaceutical industry.

3:07 Getting cooperation from clinical trial investigators is easier and getting buy-and-use. It was easier because the very serious nature of these medical problems, as you all know by now this particular plant works for many different things, but to this day, very few people have gone the route that GW

3:29 Pharmaceuticals did, and they were acquired, as you can see, a lot higher than where I originally bought them. This kind of opportunity doesn’t come along every day, and it’s different doing this in the public markets because you have to watch the things, go up and down and it can be quite volatile at

3:48 times owning companies like this. Usually my style is to take money off the table early on when you get your first money back and the rest of it is house money but it is a very powerful investing process to really know a theme and know it well to see a trend and to really understand the potential before

4:14 other people and it’s usually it is pretty kind of counterintuitive. There’s many trends that don’t seem at all obvious at the time you’re first looking at it.

4:23 You have to go against many entrenched ways of being and seeing things to latch onto a trend and take a bet on it.

4:31 It’s risky, it’s difficult, and you’re often going against the grain. And when we talk about nature’s complex systems here, at Pythia capital, that’s really what we’re talking about looking at things in the big picture, looking at every moving part, looking at everything from how the government does

4:48 things, to how the business does things, to how things get financed, and there’s many aspects to these analyses that come into play when deciding on taking some sort of a bet in an area like this, but this is a pretty good example that looks pretty obvious in hindsight, but it was anything but, and I

5:11 appreciate your time and attention. Thank you.

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