THCX News and Press, Spinnaker ETF Series The Cannabis From 08/28/22

Summary Coming from the blue chip CPG world, CEO Troy Datcher joined The Parent Company last year. Fresh off earnings, we discussed getting rid of inflated topline sales and why main competition is the illicit market. Moving away from bulk wholesale; branding wholesale still c...

Summary Coming from the blue chip CPG world, CEO Troy Datcher joined The Parent Company last year. Fresh off earnings, we discussed getting rid of inflated topline sales and why main competition is the illicit market. Moving away from bulk wholesale; branding wholesale still c...

How do you consume cannabis? A fascinating conversation with Lauren Fontein and Courtney Caron of The Artist Tree, a beautiful new consumption lounge, on the developing retail landscape. Micro dosing moms; establishing real social equity. What's preventing the growth of the in...

How do you consume cannabis? The retail landscape, consumption lounges and normalizing cannabis. A fascinating conversation with Lauren Fontein, founder of The Artist Tree, a beautiful new consumption lounge and Courtney Caron, an instrumental part of the developing retail picture in ...

Emily Paxhia and Hirsh Jain catch us up on the California cannabis market and beyond. Elimination of cultivation tax, but other taxes remain. Cannabis pricing, legal vs illicit. Moving towards commoditization. What parts of the supply chain will benefit? Ed...

Emily Paxhia and Hirsh Jain catch us up on the California cannabis market and beyond. Getting out of the death spiral but not quite out of the woods yet. Elimination of cultivation tax, but other taxes remain. What parts of the supply chain will benefit? Cannabis pricing, lega...

Jon DeCourcey shares how his cannabis investing philosophy has shifted over the past few months. Micro vs macro perspective, risk on vs risk off environment. What is going on in Washington? Is there reason for more optimism on political front? Moving pieces of continued cannab...

Banking legislation push is getting a lot of buzz. SAFE passage would be a game changer for valuations with large MSOs disproportionately benefitting with initial stock gains. Within that group, believe Ascend and AYR should be considered for near-term investment. Both are as well...

Jon DeCourcey shares how his cannabis investing philosophy has shifted over the past few months. Micro vs macro perspective, risk on vs risk off environment. What is going on in Washington? Is there reason for more optimism on political front? Moving pieces of continued cannab...

Happy to have Alan Brochstein back! Thoughts on the recent rally (less about Bulls buying than Bears covering), political doubts and overall optimism. Valuations are low, but there's good news across the US. These stocks are really cheap. Mistake to assume margins will go down. ...