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.
Ayr Rises on New Jersey News and Is Still Cheap
Ayr remains the cheapest MSO on an enterprise value/sales and enterprise value/adjusted-EBIDTA basis. This, coupled with the potential for a strong second half of the year makes it an attractive opportunity.
Why I'm Back In Ayr Wellness, For Now...
Among its peer group, AYR has the fastest-growing sales, and is the cheapest according to two valuation metrics. This is compelling, but sometimes it takes a catalyst to reverse sentiment and renew interest in a stock. Thankfully, one is on the horizon.
Interview with Khiron CEO Alvaro Torres: Medical Cannabis In Latin America
My favorite segment was talking about how they are transitioning from treating chronic pain with cannabis versus opioids. This hits home with me, as my dad is having great results using cannabis for his Chronic Regional Pain Syndrome. Khiron is seeing similar outcomes.
Interview with Weedmaps CEO Chris Beals: Amazon Meets Shopify Meets Cannabis
For investors seeking cannabis exposure in a NASDAQ-listed stock, Weedmaps is an excellent option.
Interview with Ascend CEO Abner Kurtin: To The Frustrated Cannabis Investor
In one of my favorite episodes, we discuss how Illinois’ cannabis markets are evolving, New Jersey’s slow transition to adult use, and what is happening with New York and MedMen. We conclude with Abner's message for frustrated cannabis investors.
3 Reasons I'm Bullish On Ascend
Ascend's expanding footprint, combined with cheap valuation and bearish sentiment presents an opportunity for investors with high risk tolerances and a long time horizon.
An Introduction To Cresco Labs: The Leading Cannabis Wholesaler
More than any other MSO, Cresco is built around brands and distribution. They have a meaningful retail presence and are vertically integrated, but deriving 51% of revenues from wholesale is a distinguishing trait. As cannabis markets evolve, this balanced approach should help protect their margins.
Glass House Farms Flower and PLUS Edibles Reviews
The team can be talented and the greenhouses can be beautiful, but if the output is subpar it doesn’t matter. Being the low-cost leader is only important if you create something people want. Thankfully for Glass House, the products I tried are excellent.
Takeaways From Touring Glass House Farms and The Farmacy
The structures, the people, the plants and the technology all impressed me. Maybe most importantly, touring the two current greenhouses gave me confidence that Glass House can go bigger.
