TerrAscend Q3 2022 Earnings Review with Jason Wild and Ziad Ghanem
TerrAscend is known for its strong leadership headed by Executive Chairman Jason Wild and President & COO Ziad Ghanem. I spoke with the team about the improving political picture, third-quarter earnings, and their recent debt deal. We closed by covering risks and opportunities in 2023.
Ascend Q3 2022 Earnings Review with Daniel Neville, Interim Co-CEO and CFO
Ascend is a leading US multi-state operator that reported better-than-expected revenue and adjusted EBITDA for the third quarter. I interviewed Daniel Neville, Co-CEO and CFO to discuss the robust results.
The Higher Learning LV Interview: Jesse Redmond
Our interview covers the profound personal experiences that inspired me to leave the hedge-fund industry to found a California collective and ultimately build a cannabis investment consulting business. Helping people find the best cannabis investments feels like where I am meant to be.
Interview with Brady Cobb, Founder and CEO of Sunburn
This week I interviewed Brady Cobb, Founder, and CEO of Sunburn, a new Florida-based operator. We discussed why to invest in Florida cannabis and the unique approach Sunburn is taking in the Sunshine State.
Green Giants Third Quarter 2022 Newsletter
These are tough times for all investors and few are having it worse than the cannabis community. It’s been a humbling 600-day period. We are in an 80% drawdown in an illiquid sector that few investors care about.
Interview With Abner Kurtin, CEO of Ascend Wellness Holdings
We discuss what drove the strong second quarter, what happened with their deal for MedMen's New York assets and opportunities for federal progress. The conversation concludes with Abner sharing what factors he would consider when building a cannabis-investment portfolio.
Evaluating Advisor Shares Cannabis ETFs
AdvisorShares is among the most experienced cannabis-ETF managers, and in this article, we’ll review their offerings and discuss why now may be the right time to begin accumulating cannabis stocks.
Green Giants June 2022 Newletter
June marked the end of a brutal first half of the year. The S&P 500 finished down -20.6%, its worst start since 1970 and the MSCI World Index return of -20.9% was the worst first-half in its history. Inflation and slowing growth are taking their toll on all risk assets.
An Introduction To Terrascend: A Wild Opportunity
TerrAscend is best known for its outstanding senior-leadership team headed by Executive Chairman Jason Wild along with President & COO Ziad Ghanem. This, coupled with their deep footprint in fast-growing states makes TerrAscend one of the most compelling cannabis companies.
Green Giants May 2022 Newsletter
During May broad US indexes finished about flat and cannabis stocks posted another negative month. The US cannabis markets have lost money in 14/15 months and are in the midst of a 75% drawdown. There is no way to sugarcoat it: this is a painful period.
