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.
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.
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.
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 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.
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.
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.
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.
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.