Interviews

Feb
08
Interview with Ted Lidie: Growing a Top Shelf Brand

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.
2 min read
Jan
25
Interview with Morgan Paxhia: How to Survive and Advance in 2023

Interview with Morgan Paxhia: How to Survive and Advance in 2023

We spend time on what he learned in 2022 and then transition into what it will take to survive and advance in 2023. The balance sheet is the most important factor right now, so it is not surprising that Green Thumb Industries is their top holding.
2 min read
Jan
10
Interview with Cy Scott: Using Data to Make Better Cannabis Investments

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.
2 min read
Jan
03
Interview with Nick Gastevich: What to Expect in 2023

Interview with Nick Gastevich: What to Expect in 2023

Nick joined me to discuss what happened to cannabis stocks in 2022 and what we might expect in the new year. We dig into what traits are well suited for the current macro environment and Nick shares examples of businesses that may survive and thrive.
2 min read
Dec
14
The State of California Cannabis with Kyle Kazan, Graham Farrar, and Hirsh Jain

The State of California Cannabis with Kyle Kazan, Graham Farrar, and Hirsh Jain

California is a key cannabis market that has been struggling since moving to adult-use sales in 2018. To dig into the problems and talk about solutions, I assembled three of the state's most impacted and informed guests.
2 min read
Nov
17
TerrAscend Q3 2022 Earnings Review with Jason Wild and Ziad Ghanem

TerrAscend Q3 2022 Earnings Review with Jason Wild and Ziad Ghanem

TerrAscend is known for its strong leadership headed by Executive Chairman Jason Wild and President & COO Ziad Ghanem. I spoke with the team about the improving political picture, third-quarter earnings, and their recent debt deal. We closed by covering risks and opportunities in 2023.
3 min read
Nov
14
Ascend Q3 2022 Earnings Review with Daniel Neville, Interim Co-CEO and CFO

Ascend Q3 2022 Earnings Review with Daniel Neville, Interim Co-CEO and CFO

Ascend is a leading US multi-state operator that reported better-than-expected revenue and adjusted EBITDA for the third quarter. I interviewed Daniel Neville, Co-CEO and CFO to discuss the robust results.
3 min read