Getting Started

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
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
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
Jan
21
An Introduction To Verano: A Top-Shelf MSO

An Introduction To Verano: A Top-Shelf MSO

Verano is worthy of consideration for any cannabis portfolio. They have a broad footprint that touches over 150 million Americans through 93, and expanding, retail locations. Their products are top shelf, driven by their commitment to premium, indoor-grown flower.
8 min read
Oct
21
Four Ways To Learn About Cannabis Investing

Four Ways To Learn About Cannabis Investing

When I got serious about transitioning to investing in cannabis, I needed ways to gain context and continue my education.
2 min read
Sep
13
Why Green Giants?

Why Green Giants?

Since I started working in the cannabis industry, wealthy friends often ask, “what’s your best cannabis investing idea?”
6 min read