Interview with Ted Lidie: Growing a Top Shelf Brand
I was excited to talk to Ted about how he grew Alien Labs, the origins of the Connected relationship, and learn more about the partnership with Trulieve that has allowed them to expand outside of California.
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.
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.
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.
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.
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.
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.
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.
