The last few years, I've prioritized agility as the key attribute of talent in the cannabis industry. Love this thread from my fav strategy and execution guru @ejames_c . The reference to chaos and conscientiousness on the path to coherence.
The last few years, I've prioritized agility as the key attribute of talent in the cannabis industry. Love this thread from my fav strategy and execution guru @ejames_c . The reference to chaos and conscientiousness on the path to coherence.
Enjoyed this @jamiemendola session - he articulated something I find often overlooked and he did it much better than I do with the words "operational alpha" - this industry isn't easy and we all have the scars to show for it - the shared lessons and candor are appreciated.
Enjoyed this @jamiemendola session - he articulated something I find often overlooked and he did it much better than I do with the words "operational alpha" - this industry isn't easy and we all have the scars to show for it - the shared lessons and candor are appreciated.
I don't post from my amateur writing project often, but thought others might appreciate my reflection on Trump as Commodus from Gladiator.
icedmocha.substack.com/p/they-will-lo…
Been inspired recently by @paulg , @NateSilver538 & @BillAckman for trying to elevate intellectual honesty.
No question pricing pressure is indiscriminate in the sector. Having moved into a day-to-day role at $grusf, I can tell you my long-term bullishness relates to an operations-centric platform and passionate team that generates high returns on capital with discipline.
No question pricing pressure is indiscriminate in the sector. Having moved into a day-to-day role at $grusf, I can tell you my long-term bullishness relates to an operations-centric platform and passionate team that generates high returns on capital with discipline.
Haven't posted anything for my amateur writing project in a while. Reflecting on how much fun I'm having watching volleyball, the power of storytelling, reading up on the growing Abundance faction and other musings.
Cash flow is clearly relevant and part of "fundamentals", but limited license profits can prove to be a mirage over time -- the limited state-level disclosures makes it hard to understand real fundamentals that one would base a multiple on for valuation with confidence.
Cash flow is clearly relevant and part of "fundamentals", but limited license profits can prove to be a mirage over time -- the limited state-level disclosures makes it hard to understand real fundamentals that one would base a multiple on for valuation with confidence.
Trump Already Won
Sharing a post from my amateur writing project that's resonated with my small community of mostly friends and family, a group representing a variety of political views.
icedmocha.substack.com/p/trump-won-si…
Thought I'd share something I wrote for my daughter and made part of my amateur writing project (Saturday Iced Mocha) -- completely outside my usual weed posts.
icedmocha.substack.com/p/daughters-in…
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