Cannabis Confidential

Todd Harrison
random thoughts and streams of consciousness
Created 20 Sep 2020
  • What in the Wide Wide World of Sports is a Goin' on with U.S Cannabis?
    24 Oct 20211 day ago • 5 min read
    It’s been a nutty year for cannabis stocks… …as pandemic-related fiscal and monetary policies helped fuel superior returns across asset classes of all shapes and sizes. Crypto is going nuts; real esta...
  • Blazing A U.S Cannabis Trail (II)
    15 Oct 2021 • 4 min read
    PLEASE READ: Blazing A U.S Cannabis Trail: Part 1 (click here) bc it’s a story! The next morning arrived and I felt it immediately as I swung my feet from bed at the crack of dawn. I thought someone r...
  • Blazing a U.S Cannabis Trail (1)
    15 Oct 2021 • 6 min read
    Once upon a time in a land far, far away, I hosted about 300 people for a retreat at the Ojai Valley Inn & Resort. The year was 2005 and we gathered the thought-leaders and decision-makers from across...
  • The Man Behind Verano
    25 Sep 2021 • 11 min read
    I knew the backstory: Verano Cannabis ($VRNOF) had won a cannabis cultivation license in 2014 and was the first operator to bring products into the Illinois market. I saw the growth: they’ve built ver...
  • U.S Cannabis: Is it SAFE?
    18 Sep 2021 • 6 min read
    After a long, dark, dreary summer for U.S cannabis stocks, investors entered the new month ready to take a leap of faith. The first half of September had other plans… You can’t blame cannabulls for fe...
  • Brokedown Palace
    10 Sep 2021 • 9 min read
    "It's a far gone lullaby sung many years ago; mama, mama many worlds I've come since I first left home " Grateful Dead It was a beautiful, crisp September morning as I looked up from my Wall Street Jo...
  • U.S Cannabis: Running Down a Dream
    05 Sep 2021 • 4 min read
    So, how was your summer? For U.S cannabis stocks, and really most cannabis stocks, the seasonal softness we’ve seen since the solstice was a tough nut to swallow… U.S cannabis ETF $MSOS, after enjoyin...
  • The Canna FAANG Cometh
    13 Aug 2021 • 3 min read
    It feels like another lifetime ago that I wrote The FANGification of U.S Cannabis but in reality, it was late September 19, er, 2020. Things weren’t half bad for the emerging U.S canna industry, all t...
  • Shrinkage!
    05 Aug 2021 • 3 min read
    It’s been a seasonably soft summer in cannaland, which feels more like a famine after how fat and happy we got during our Covid-induced feast. Given those hunger gains persisted for as long as they di...
  • Random Thoughts: Is U.S Cannabis a Value Trap?
    29 Jul 2021 • 4 min read
    When we last spoke, way back a week ago, we were still absorbing how the street was digesting Chuck Schumer’s “shoot for the stars and moon but land on our feet” canna plan which by our lens, was ever...
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