Due Diligence

Nov
17
TerrAscend Q3 2022 Earnings Review with Jason Wild and Ziad Ghanem

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.
3 min read
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
Nov
11
Interview with Brady Cobb, Founder and CEO of Sunburn

Interview with Brady Cobb, Founder and CEO of Sunburn

This week I interviewed Brady Cobb, Founder, and CEO of Sunburn, a new Florida-based operator. We discussed why to invest in Florida cannabis and the unique approach Sunburn is taking in the Sunshine State.
2 min read
Aug
18
Interview With Abner Kurtin, CEO of Ascend Wellness Holdings

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.
1 min read
Aug
03
Evaluating Advisor Shares Cannabis ETFs

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.
11 min read
Jul
01
An Introduction To Terrascend: A Wild Opportunity

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.
12 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
Mar
21
An Introduction To Cresco Labs: The Leading Cannabis Wholesaler

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.
10 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
28
AdvisorShares Poseidon Dynamic Cannabis ETF CEO Interview

AdvisorShares Poseidon Dynamic Cannabis ETF CEO Interview

The interview covers PSDN’s investment approach, the creative structuring that allows the ETF to be listed on the NYSE, what to expect from the leverage component, and their 2022 outlook.
1 min read