Multi State Operators

Focusing on Vertical Integration in the Cannabis Industry

If we had to pick the most complex investment themes we cover, synthetic biology and gene editing would be at the top. So would cannabis. Legalizing marijuana for adult use in various states while keeping things illegal at the federal level has created a very complex environment to navigate. As with any thesis, our goal […]

Cresco Labs Stock: An Impaired Acquisition

For a drug that’s illegal at the federal level, cannabis sure has built a strong brand for itself. Nearly half of all Americans polled by Gallup said they’ve tried cannabis. That’s up from 38% in 2013. One wonders if the uptake is more attributable to changing attitudes towards something Americans declared war on in the […]

Trulieve Stock: The Good, The Bad, and The Ugly

We don’t just cover cannabis because we consume loads of the stuff in all forms. Our first piece on the topic – No to Marijuana Stocks, Yes to Weed Investing – was published in 2016 to warn investors about all the over-the-counter (OTC) junk stocks attaching themselves to the cannabis thesis like leeches. Our attempt […]

How to Buy Stock in American Cannabis Companies

Thematic investing always involves a key decision – stock pick, hold an ETF, or do both. Sometimes, there aren’t enough quality pure-play companies to build an ETF with, like the space theme. Sometimes there are far too many good companies to choose from, as is the case with the cybersecurity theme. And sometimes you have […]

Three Billion-Dollar U.S. Cannabis Stocks

In a recent piece on The Impact of No Brokerage Fees on Retail Investors, we discussed how zero-fee stock trading helps investors adhere to best practices like dollar-cost-averaging. What we didn’t talk about was how zero-fee stock trading apps such as Robinhood would open up a floodgate of newbie investors whose irrationality knows no bounds. […]

The Puzzling Paradox of Marijuana Stocks

As a consequence of producing insightful articles on disruptive technologies, we need to articulate to lots of startups and venture capital firms what we do. Having to explain why we write about 11 categories of disruptive technologies + marijuana is tricky. Few would consider marijuana legalization a disruptive technology, but we started covering marijuana stocks […]

The Importance of National Cannabis Brands

In reviewing what themes our readers click through most in our newsletter, anything related to cannabis is always a big hit. Interest in cannabis investing peaked last year, and now is the time when everyone appears fearful so you’re supposed to be greedy. If your investment thesis hasn’t changed, then now is the time to back up […]

The Biggest Cannabis Company in the United States

Bigger isn’t always better – except when it is. The tech world is full of examples. Amazon (AMZN) is an obvious one, as it makes inroads in everything from automated warehouses and delivery drones to retail automation. But is it truly the biggest ecommerce company on the planet? It depends on how you want to […]

The High Price of Cannabis Stock Acquisitions

The process of investing can be as complex or as simple as you want. While a Dividend Growth Investing (DGI) strategy is easily explained to your average Joe retail investor, more complex topics like Modern Portfolio Theory (MPT) aren’t so easy to explain. Basically, MPT is all about maximizing return and minimizing risk by owning assets […]

MedMen Stock Slides Amid Rapid Expansion

Pliny the Elder isn’t just a craft beer revered by hipsters, it’s also the name of a famous Greek naturalist and philosopher who first wrote about a fierce creature – the unicorn – that conveniently was impossible to capture. He’d be rolling over in his grave right now if he knew that there are now just […]