Ascend

Nov
14
Ascend Q3 2022 Earnings Review with Daniel Neville, Interim Co-CEO and CFO

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.
3 min read
Jun
08
Green Giants May 2022 Newsletter

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.
8 min read
Apr
11
Interview with Ascend CEO Abner Kurtin: To The Frustrated Cannabis Investor

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.
1 min read
Apr
07
3 Reasons I'm Bullish On Ascend

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.
1 min read
Dec
14
3 Ways To Protect Your Cannabis Portfolio From An Un-SAFE World

3 Ways To Protect Your Cannabis Portfolio From An Un-SAFE World

We have years of data showing we can’t count on politics catalysts to power our cannabis investment portfolios. Instead, build an all-weather portfolio based on more enduring characteristics.
5 min read
Nov
02
My Conversation with Ascend CEO Abner Kurtin: Cannabis MSO 2.0

My Conversation with Ascend CEO Abner Kurtin: Cannabis MSO 2.0

Ascend Wellness Holdings ($AAWH) is one of the premier multi-state operators in the US cannabis industry and I was happy to have a half-hour conversation with their CEO, Abner Kurtin.
1 min read