Education

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
Feb
09
Green Giants January 2022 Newsletter

Green Giants January 2022 Newsletter

If cannabis stocks made a New Year’s resolution to perform better, it lasted two weeks. Through January 17th, the Green Giants model portfolio was positive. This changed when inflation fears surged, all equities collapsed, and cannabis stocks sold off in sympathy.
6 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