Education

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
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
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
12
3 Ways To Diversify Your MSO Portfolio

3 Ways To Diversify Your MSO Portfolio

Spread out your footprint, diversify across management teams, and include both premium and affordable products. By using these three techniques you may drop the correlation, and increase the risk-adjusted returns of your cannabis-investing portfolio.
6 min read
Apr
04
Green Giants March 2022 Newsletter

Green Giants March 2022 Newsletter

What we have largely experienced are delays, rather than cracks in the fundamental story. I remain positive and believe the Green Giants strategy of focusing on the most-dominant operators is the least-risky means of capitalzing on the eventual opportunity.
6 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
02
Green Giants February 2022 Newsletter

Green Giants February 2022 Newsletter

In another volatile period, the Green Giants model portfolio earned its first positive month since we started trading on October 1st, 2021. Year-to-date, we are comfortably ahead of our cannabis-investing peers.
6 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