Career Update: I Joined Water Tower Research as Managing Director of the Cannabis Sector
I’m happy to announce I have joined Water Tower Research as Managing Director covering the cannabis sector.
Interview with Ted Lidie: Growing a Top Shelf Brand
I was excited to talk to Ted about how he grew Alien Labs, the origins of the Connected relationship, and learn more about the partnership with Trulieve that has allowed them to expand outside of California.
Interview with Morgan Paxhia: How to Survive and Advance in 2023
We spend time on what he learned in 2022 and then transition into what it will take to survive and advance in 2023. The balance sheet is the most important factor right now, so it is not surprising that Green Thumb Industries is their top holding.
Interview with Cy Scott: Using Data to Make Better Cannabis Investments
We started off discussing Cy's background in cannabis and the inspiration behind Headset. The bulk of our conversation was around how they collect data and how we can use their reports and services to improve our portfolios.
Interview with Nick Gastevich: What to Expect in 2023
Nick joined me to discuss what happened to cannabis stocks in 2022 and what we might expect in the new year. We dig into what traits are well suited for the current macro environment and Nick shares examples of businesses that may survive and thrive.
The State of California Cannabis with Kyle Kazan, Graham Farrar, and Hirsh Jain
California is a key cannabis market that has been struggling since moving to adult-use sales in 2018. To dig into the problems and talk about solutions, I assembled three of the state's most impacted and informed guests.
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.
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.