Due Diligence

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
Feb
02
Interview With Schwazze CEO, Justin Dye

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.
1 min read
Feb
01
Diving into AdvisorShares Poseidon Dynamic Cannabis ETF

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.
10 min read
Jan
21
An Introduction To Verano: A Top-Shelf MSO

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.
8 min read
Jan
14
An Introduction To Curaleaf: World’s Largest Cannabis Company

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.
6 min read