For all the talk of moats, network effects and flywheels... does this company even own or monetise its software? Or does it just licence somebody else's software to sell (increasingly 3rd party) cannabis online? It's almost like Amazon just decided to buy and sell books on Shopify. Do they not earn fees from patients, pharmacists, doctors or cannabis producers? Are they even allowed to charge for use of the platform?
What am I missing?
For all the talk of moats, network effects and flywheels... does...
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