Very positive comments about Zach George and SNDL from Seth Yakatan for anyone interested.

I have some more quotes about Zach George/SNDL from Seth Yakatan's conversation with Rena Sherbill yesterday for anyone interested:

SY: Well, let's talk about the consistent performance, because in cannabis that's an anomaly.

We had earnings, I don't know, a month ago. And if we talk about this top 10 or top 11, if I put Glass House (OTC:GLASF) in a peer group, you had 15 companies report or 17 companies report, and 3 of them came marginally close to their estimates, and 14 of them didn't even come close to anything that they projected for the street, right?

And the 3, GTI and Sundial (SNDL) nailed their numbers. Glass House came marginally close to the numbers, and everyone else was not even close to the numbers that they projected to the street.

So if I just look at the peer group, in my world, the street is going to reward consistent performance. And in cannabis, it seems like marginally consistent performance that is better than the peer group is a company that you should own...

*And later...*

Rena: In terms of a country that we don't talk as much about anymore, and that's Canada, any thoughts to share there?

Do you have any excitement over some of their top performers, like High Tide (HITI) and Organigram (OGI)? I know there's some excitement around, like, performance and some announcements that have been made. Any points of light or is that something that you're paying attention to at all or excited about in any way?

SY: I don't look at Canada that much, quite honestly. I think, Organigram just did this deal, which I think is a nice deal for them, and I think it shored up a position there. Raj Grover at High Tide, I'm a big fan of. I think he's doing a really good job in blocking and tackling.

I'm not as in-tune to that market, as I maybe should be. There's a company that's listed there that I think probably has one of the smartest guys in the industry running it in Sundial, which is another one of these stocks that a lot of people don't talk about that I buy, because I think Zach George could be, maybe one of the smartest five people that I've ever met.

Rena: Because of his strategy or just in general as a human being?

SY: Just in general and with what he's doing and the amount of cash that he's amassing and the way he's buying things and his balance sheet. He's a beast that nobody's talking about. And that's a position that I just keep buying more and more and more of personally. I also, tend to think, I keep hearing about the 2 or 3 biggest things up there that can't seem to do anything.

Canada seems to be a fairly static market that is mature or maturing and will continue to drive single digit revenue growth. So, for me, there's not a lot of action there, and I just don't really pay that much attention to it, to be candid.

Check Seeking Alpa for the full comments. Reddit keeps taking down my post including the link.