No. of Recommendations: 5
I think the SHOP discussion is being mischaracterized. Saul was bothered by the slowing growth and concerned whether that slowing growth was buoyed by the marijuana component, but would have been concerned about the slowing growth *relative* to other opportunities. That SHOP has continued to grow, for now, is beside the point. One could easily be more comfortable in other companies. And, those other companies could well have done better than SHOP. If SHOP is up 100% from here a year from now, one could say this was a bad call, but regardless I can't fault the reasoning, especially with other good choices available.
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