- abundance mindset - - more Q's than A's - - player-coach -
Joined October 2012
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Josh Rosen retweeted
I can see a hemp-beverage new product tie-in somewhere with the $GDNSF C.R.E.A.M operating strategy. @analyst_exec
Josh Rosen retweeted
podcasts.apple.com/us/podcas…
Had a really fun time chatting cannabis stocks with @JulianLinStocks on @RenaSherbill ’s podcast
Josh Rosen retweeted
“We haven’t received outreach from any of the Canadian analysts that cover Verano.” $GDNSF CEO today, 5 days after asking court for $860MM summary determination. What could the $VRNOF analysts be waiting for? $MSOS
xitter.cf/markemerritt/status/17…
Josh Rosen retweeted
Today, we reported financial results for our first quarter ended March 31, 2024: Q1 2024 revenue of $21.1 million excluding discontinued operations and NY increased 44.5% year-over-year. Read the release: hubs.la/Q02wrkWN0
$GDNSF $GDNS
Josh Rosen retweeted
Today, we announced that we have filed an application for summary determination in our ongoing litigation with Verano related to Verano’s wrongful termination of our share exchange agreement: hubs.la/Q02vXpT_0
$GDNSF $GDNS
Josh Rosen retweeted
After several recent disclosures of the company's shortcomings including the ridiculous disclosure from their 10k that a big portion of prior revenue came from the building of a school that the CEO was on the board of, I'm embarrassed I even did this interview.
Josh Rosen retweeted
Thank you @JDerevyanny & @BengalCap team for producing and publicly sharing their thoughts on $AGFY in a well-written and very insightful report
Lots to learn in it regarding investor marketing strategies that are common in the sector
Today we published out a little “short” report on $AGFY - a co w/ inflated numbers that investors should avoid
While not a large holding by any means, $MSOS (my favorite ETF for US cannabis) does hold some $AGFY, so I’d ask @todd_harrison et al. to sell it soon
#msogang
Josh Rosen retweeted
Something we didn’t mention in our $AGFY writeup from earlier today:
Remember when $AGFY added an ex-GS banker to its board on Dec 14, 2021…
globenewswire.com/news-relea…
Josh Rosen retweeted
The Bengal Bite 🐯 | Longform | Agrify: A "Short" Report on a Stock We are not Short - mailchi.mp/bengalcap/this-we…
Josh Rosen retweeted
Amateur writing project. There are many of them out there... some of them deservedly; when and how does being right regarding past events qualify one as a reliable source?
@tylercowen @balajis @NateSilver538 @tferriss @markmanson @profgalloway
Anyone agree? It's much different being in the arena.
Armchair Quarterbacks (SIM #63) icedmocha.substack.com/p/arm…
Josh Rosen retweeted
Kris Krane @Kranewreck executive role which he co-founded in February 2011, talks what’s next as he steps away from @4FrontVentures day-to-day operations #MSOGang $MSOS $FFNTF $FFNT $FFNT.WT #Cannabis #investment #WeedStocks
mjbizdaily.com/podcast/from-…
Josh Rosen retweeted
Last week's $5.3 trillion number was just the tip of the iceberg when it comes to the true cost of the war on drugs bengalcap.com/newsletters/ho…
Josh Rosen retweeted
Capital in the cannabis industry begins to become more accessible, for some. bengalcap.com/newsletters/co…
Josh Rosen retweeted
In part two of our cannabis as a consumer staple series, we highlight how cannabis is currently an outlier among peer staples because growth of state-legal cannabis outpaces even the fastest-growing consumer staples.
bengalcap.com/newsletters/ca…
Josh Rosen retweeted
In honor of New York legalizing recreational cannabis, the Bengal Capital team put together a little thought experiment.
Josh Rosen retweeted
Forgive the name, but we couldn't help ourselves. Some thoughts on SPACs in general, SPACs in cannabis, and just how much cold hard cash it takes to build cannabis facilities $msos #msogang
SPACtacular! | The Bengal Bite 🐯: mailchi.mp/bengalcap/bengal-…
Josh Rosen retweeted
“Smaller investors’ ability to slip into MSO positions without the problems larger institutions face is a significant advantage to them – a rarity in financial markets. And it is to exactly these investors, those who can just as easily invest in MSOs but instead choose...
It's about time someone says it -- The Canadians Aren't Coming #msosgang #uscannabis bengalcap.com/newsletters/th…
Josh Rosen retweeted
It's about time someone says it -- The Canadians Aren't Coming #msosgang #uscannabis bengalcap.com/newsletters/th…