An Introduction To Glass House Brands: California's Greatest Hope
For investors with conviction and a long time horizon, Glass House Brands is not just one of the most interesting cannabis companies, but one of the most ambitious businesses in America. They are California's greatest hope.
Interview With Schwazze CEO, Justin Dye
I had a great time interviewing Justin Dye, CEO of Schwazze. Justin's midwestern values shine through, and you can see how his experience in running grocery stores is reflected in Schwazze's mindful spending and thoughtful expansion.
Diving into AdvisorShares Poseidon Dynamic Cannabis ETF
In November, 2021 AdvisorShares partnered with Poseidon Asset Management and launched the Poseidon Dynamic Cannabis ETF (PSDN). The fund is differentiated by the deep and proven management team, flexible mandate, and the ability to leverage the portfolio up to 1.5x.
An Introduction To Verano: A Top-Shelf MSO
Verano is worthy of consideration for any cannabis portfolio. They have a broad footprint that touches over 150 million Americans through 93, and expanding, retail locations. Their products are top shelf, driven by their commitment to premium, indoor-grown flower.
An Introduction To Curaleaf: World’s Largest Cannabis Company
With a massive footprint spanning 23 states, Curaleaf operates 117 dispensaries and 25 cultivation sites. The firm employs over 5,200 people and has 2,100 active dispensary wholesale accounts. By any metric, Curaleaf is a massive, and expanding, cannabis enterprise.
My Conversation With HempFusion CEO Jason Mitchell - Cannabis Without THC
HempFusion is the only dedicated CBD exposure in the highly regarded $MSOS ETF. The stock is down over 90% in the last year, largely due to political stalemates and slow-moving regulatory changes. With some progress in ’22, it could be due for a rebound.
An Introduction To Schwazze: Building A Regional Powerhouse
Schwazze has a unique regional focus with deep roots in Colorado. They recently announced a $95 million capital raise and are making moves in the soon-to-be adult-use New Mexico Market. This inspired me to take a deeper look at this rising MSO.
Glass House Expands Into Edibles
Glass House now has the number one flower brand and number four selling edibles brand in the world’s largest cannabis market.
My Visit to Jushi's BEYOND / HELLO Dispensary in Santa Barbara
Jushi is a Florida-based multi-state operator (MSO) in the American cannabis industry. Fortunately, they have a BEYOND / HELLO dispensary not far from where I live, so I paid a visit to take in the retail experience first hand.
De-Risking Cannabis: My Conversation With Greenlane Holdings CEO Nick Kovacevich
A classic example of the "pick and shovel story", Greenlane is a great way to get exposure to cannabis, without the complications of investing in plant-touching businesses.
