by Colin Ferrian | Jul 2, 2021 | Podcast
Colin spoke with David Mantey of the Cannabis Equipment News to discuss ‘how to invest in, budget for, and create a profitable strategy in cultivations.’ The meat of the conversation starts at 8:30. ...
by Colin Ferrian | Feb 25, 2021 | Macro, Thematic Research
This is part of our series “What investors are missing.” In these articles, we highlight contrarian trends, forecasts, and observations from first-hand experience working with US cannabis operators and institutional investors. The Top US operators Are Not...
by Colin Ferrian | Feb 8, 2021 | Macro
Welcome to the first in our series of “What investors are missing.” In these articles, we’ll highlight trends, forecasts, and observations from first-hand experience working with US cannabis operators and institutional investors. 2021 | The Year of...
by Colin Ferrian | Jan 11, 2021 | Macro, Thematic Research
What inning is US cannabis in? This seems to be an increasingly common question, especially as the Georgia Runoff forces investors to evaluate when and where they’ll allocate capital as the industry shifts towards inevitable growth. The answer: we’re in...
by Colin Ferrian | Jan 6, 2021 | Company Deep Dive
In this article, we cover Cresco’s recent earnings, why wholesale will displace retail as the leading metric for cannabis investors and operators in the next twelve months, and I provide first person insights into how Cresco is best positioned to capitalize on...
