California

Jul
11
Green Giants June 2022 Newletter

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.
8 min read
Mar
10
Glass House Farms Flower and PLUS Edibles Reviews

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.
8 min read
Mar
08
Takeaways From Touring Glass House Farms and The Farmacy

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.
8 min read
Feb
22
An Introduction To Glass House Brands: California's Greatest Hope

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.
13 min read
Jan
31
Appearing on Cannabinoid Connect Podcast

Appearing on Cannabinoid Connect Podcast

It was a pleasure appearing on Kevin Carrillo's Cannabinoid Connect podcast. I've been a longtime listener, so it was an honor to join him on the show.
1 min read
Dec
21
Glass House Expands Into Edibles

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.
2 min read
Oct
14
How I Know California Has An Oversupply of Cannabis

How I Know California Has An Oversupply of Cannabis

Players in California need to be well capitalized and prepared for this type of environment. It won’t last forever, but will take a few quarters to get more retail stores open and even the supply and demand imbalance.
2 min read