THCX News and Press, Spinnaker ETF Series The Cannabis From 08/02/22

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. ...

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. ...

REIT expert Brad Thomas breaks down why cannabis REITs are an income play and a growth story. Real estate is a big part of the industry; lack of federal legalization affords cannabis REITs a strong opportunity. We discuss the value of licenses, leases, good and bad tenants. Br...

The Green Giants portfolio lagged benchmarks this month. The biggest drop came when SAFE Banking was once again removed by the senate and not included in the America Competes Act. Investors I speak with remain interested in cannabis but are discouraged by the price action. ...

REIT expert Brad Thomas breaks down why cannabis REITs are an income play and a growth story. Real estate is a big part of the industry; lack of federal legalization affords cannabis REITs a strong opportunity. We discuss the value of licenses, leases, good and bad tenants. Br...

There will be plenty of noise around federal legislation in the coming months. Macro headwinds are subsiding, albeit with some lingering pressure around what inflation will do to consumer spending levels. The lower break-even threshold and seemingly more accommodating regulatory e...

Federal legalization as a catalyst and what happens to valuations if we're years away. Growth industries: Comparing undervalued tech to cannabis stocks. Returning to former growth rates as more states come online with adult-use cannabis. For further details see: Cannabis...

Ted Waller returns to discuss staying bullish but getting more realistic about the cannabis industry. Limited growth rates, margin compression and the need to keep our emotions out of investing. Buying special situations and what stocks are more concerning. For further detai...

Ted Waller returns to discuss staying bullish but getting more realistic about the cannabis industry. Limited growth rates, margin compression and the need to keep our emotions out of investing. Buying special situations and what stocks are more concerning. For further detai...

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, ...