Interview with Cy Scott: Using Data to Make Better Cannabis Investments
We started off discussing Cy's background in cannabis and the inspiration behind Headset. The bulk of our conversation was around how they collect data and how we can use their reports and services to improve our portfolios.
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.
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.
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.
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.
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.
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.
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.
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.
