THCX News and Press, Spinnaker ETF Series The Cannabis From 06/13/22

Julian Lin returns to discuss two of his favorite cannabis plays - a REIT and an MSO. Cannabis investing philosophy (valuations should drive capital allocations). Net leases, cap rates and how legislation may affect bullish thesis. Smart acquisitions, management compensation, ...

The Green Giants portfolio fared better than the industry benchmarks and is now besting MSOS and YOLO by about 10% year-to-date. New Jersey is the most meaningful new market in 2022 and more stores and bigger grows will add much-needed revenue in the next couple of quarters. In an...

Julian Lin returns to discuss two of his favorite cannabis plays - a REIT and an MSO. Cannabis investing philosophy (valuations should drive capital allocations). Net leases, cap rates and how legislation may affect bullish thesis. Smart acquisitions, management compensation, ...

With Ascend Wellness - and perhaps other MSOs - set to sue the US government, we think it's a good time to hear directly from cannabis executives to get their thoughts on the industry. We hear from TerrAscend's Jason Wild, Ascend Wellness' Abner Kurtin, MariMed's Bob Fireman and Weedm...

NewLake Capital Partners is a small copycat REIT, modeled closely on Innovative Industrial Products. NLCP's price performance since inception has been pretty much all downhill. NLCP's returns YTD, along with those of other Cannabis REITs, are underperforming even the struggling RE...

Capital is disappearing in the cannabis industry. Mike Regan and Colin Ferrian return and we discuss what investors need to understand about valuations (it's not just like tech). Grading California's main players, consumption patterns, price erosion. EBIDA over EBITDA. For a r...

Dr. Robin Goldstein and Professor Daniel Sumner wrote Can Legal Weed Win?: The Blunt Realities of Cannabis Economics. Competition between legal and illicit market. The difference in states' timelines. What types of policies will help legal weed win, learning from other commodity m...

Discussing sell-off in the shares after the company's Q1 report revealed a much higher cash usage than anticipated by market participants. Even when assuming cash usage to trend down for the remainder of the year, Amyris would likely run out of funds by the end of Q4 at the latest. ...

The S&P 500 is off to its worst start since 1939, and the NASDAQ notched its worst opening quarter since launching in 1971. For cannabis stocks, it was the worst month since COVID-lows of March 2020. April was another month where equity markets sold off, and cannabis got hit harde...

Julian Lin catches us up on recent earnings volatility, valuations and how investors should be looking at the cannabis industry. Why he's a big fan of Verano but not a fan of the Cresco/Columbia Care merger. IIPR, NewLake Capital and why cannabis REITs are highly compelling. ...