For a large part of its early days, one of the main selling points of US multi state cannabis store operator iAnthus (IAN.C) was that it was seemingly run…
Ianthus
Long time readers know, a year or two back, we wrote a lot about a US multi-state operator (MSO) in the cannabis dispensary space, iAnthus (IAN.C). We liked the…
On July 22, 2019, the U.S. Food and Drug Administration (FDA) sent a warning letter to Curaleaf Holdings (CURA.C) via overnight delivery. The message was plain: Four of the company’s CBD-infused…
The ability to trust the people you put your money into is of utmost importance. ‘Management’ is oft cited as one of the pillars of a company’s success, but…
Sunlight is the best disinfectant, or so the old saying goes, meaning it’s only when bad things are exposed that bad things are corrected. US multi-state dispensary operator iAnthus…
I love it when the market is busy fighting over inflated market caps, because I’m a Moneyball guy. I like value, and while a lot of money has moved…
This week, MedMen (MMEN.C) attempted to shine a light on a wall to distract folks from their ongoing lawsuits and revelations of free spending, bonus-enriched execs, by revealing a…
People sometimes ask me for advice. The two questions I’m asked most are, ‘What stock is going up next’ and ‘Why should I listen to you?’ The answer to…
One thing I love about US-focused cannabis roll-up C21 Investments (CXXI.C) is their ‘coming through’ attitude. They’re buying up US weed assets quickly, and don’t mess around with small…
Had a conversation on the phone with Stephen Pynn, VP of Corporate Devs at Pure Global (PURE.V) this week that got me thinking. Pure has had an up and down…