If you've been through multiple pump-and-dump cycles, you're not early. You're just still here. Why cannabis stocks trade on plumbing, not fundamentals.

Professional Trader Will Sell Early on Catalyst, And Why He's Right

Debt isn't the problem — the terms are. If your margins beat your cost of capital, you're not borrowing to survive, you're borrowing to win.

You're Thinking About Debt Wrong

The disciplined operators looked slow and boring. As the debt wall closes in, the market will reward exactly one thing: prudent capital allocators.

The Tortoise Always Wins

The cannabis industry convinced the world it had a medicine before the science caught up. Now the science is here, and almost no one is paying attention.
CBD is not a panacea. When Charlotte's Web opened hearts and minds...

Cannabis Was Medicine. Now the Proof Is Catching Up, ft. Joel Stanley and Dr. Marcel Bonn-Miller

The number in your head and the number you actually need are not the same number. That gap is where most cannabis businesses break.
Joe Lustberg has financed operators across the country for years and watched that gap sw...

Joe Lustberg: What Cannabis Lenders See That Operators Miss

When California legalized cannabis, did anyone see 70% of the state opting out. Retail access never recovered. The illicit market stayed durable. And taxes kept compounding pressure on operators. Micah Anderson, CEO of L...

Prop 64 Fine Print, Pesticide Drift, The Economics Behind Concentrates ft. Micah Anderson

Jaunty’s rise to the top of the New York cannabis market was not an overnight success.It was built through discipline in a market uniquely designedNew York’s rollout remains unforgiving.One store openings, supply and dem...

Building Jaunty Into One of New York’s Top Cannabis Brands ft. Nicolas Guarino

Most operators think debt is dangerous. But what if the real problem is how we think about it?The opposite is true: when used correctly, debt is the single biggest growth lever in cannabis. Every major industry scales on...

You’re Thinking About Debt Wrong: The Secret to Smart Financing ft. Adam Stettner

Cannabis is chaotic by design. Vertical integration forces operators to run six or seven businesses at once — then replicate that model across states with different regulations, all without economies of scale. It’s no wo...

Strategy Truths & Lies, Mature Industries Already Know ft. Mitchell Osak

There’s no exits. There’s no cash. There’s no buyers. So what do you do? Batten down the hatches. Crush your market. Squeeze out the little guys who can’t compete — and wait.This week, Seth Yakatan returns to discuss the...

No Exits, No Capital, No Bullsh*t: Seth Yakatan on Cannabis Reality

Specialization is coming — and surviving will mean doing one thing better than anyone else.But that’s only the beginning. Getting there takes a relentless growth mindset: an obsession with stacking small operational wins...

Secrets Behind World-Class Extraction: How 1% Add Millions ft. Micah Anderson

“It’s this crazy melody of things constantly happening, and you need an incredible degree of grit and fortitude. Even the best-prepared individuals with meticulous plans have to throw them up in the air like confetti. It...

The Hard Thing About Hard Things: A Melody of Grit & Fortitude ft. Christina Betancourt Johnson

Are you considering expanding to Germany? The answer should be yes.As a brand or retailer, deciding where to grow is critical. California is the ultimate proving ground—fiercely competitive and filled with industry leade...

Stop Ignoring Germany’s Massive Opportunity – Europe is Coming! ft. Jamie Pearson

Partnerships are more critical in cannabis than in many other industries. The line between success and failure is razor-thin, and most companies don’t have the resources to recover from a failed “marriage.”One of the uni...

Hard Questions for Cannabis Founders: Tony Schor on Creative Capital and M&A Strategies

What does your business do better than anyone else's?  This is your competitive advantage.As we move away from the "growth at all costs" mindset, businesses are doubling down on their strengths—Grown Rogue has emphatical...

How Grown Rogue's Craft Cannabis Model is Disrupting the Industry ft. Obie Strickler

New York's Cannabis Program can only be described one way: Broken. Despite lessons learned from other states and a goal to help those previously harmed, the program has faced significant financial and operational challen...

New York's Broken Cannabis Program: What Happened and How to Fix It ft. Neil Kaufman

Capital in the cannabis industry is not just scarce; it's a puzzle. Have you come across terms like sale-leaseback and triple net lease in press releases and earnings reports yet find yourself questioning their actual me...

Anthony Coniglio: Capital Injections, REITs, Location Opportunities

Major industry behemoths like P&G or British Tobacco are setting their sights on the cannabis industry, poised to disrupt and seamlessly integrate.In this rapidly evolving landscape, are you engaging in crucial internal ...

Seth Yakatan: Are you Ready for the Next Wave of M&A in Cannabis

Companies obsessed with solving specific pain points always win.The cannabis industry, with its unique challenges, demands tailor-made software solutions.Software that guides critical decisions forms the company's founda...

Rick Bashkoff: Why Cannabis Needs Unique Software Solutions

The Cannabis industry is still in its infancy stage.Data models show that California ALONE could handle 1600 more dispensaries, and this is before we get into interstate commerce or state packs.This week, we have sat dow...

The Future of the Industry: State Packs & Market Dynamics, Safe Banking, Capitol Hill Updates ft. Rob Sechrist

Industry Networking has an under-recognized skill gap. When you’re a strong networker, you can make deep connections and relationships that can change the trajectory of your business. If you struggle at it, which most do...

Capital Raising & Funding

Analysis on Capital Raising & Funding