Deep Dives into Complex & Interesting Topics
Related to MSOs & the U.S Cannabis Industry
This public blog is a personal passion project that intends to provide analysis of complex investment themes at the intersection of paradigm shifts for the U.S Cannabis Industry. Posts focus on nuances of regulatory structures, capital markets trends, and analysis of public transactions/financings that I find to be interesting to unpack.
Irregular Posts (below) will always start with a summary/view before diving into the granular details and support for each blog post. Enjoy!
Recent Posts

MariMed Refinance: A step in the right direction, but not a Panacea

Cannabis & Schedule III - Next Steps for the DEA
Why the window for the DEA to announce its “decision” on Cannabis rescheduling is likely to occur between February and April 2024