The progress and maturation of Glass House has been pretty incredible to watch. From a SPAC (Special Purpose Acquisition Corporation) buying an untested state-of-the-art greenhouse to becoming a California giant, Glass House has had a wild ride in arguably one of the toughest environments to operate in: California cannabis.
Now, Glass House faces not questions of survival or efficiency but what does the future look like? Does it go down the hemp path for its new greenhouses or does it stay in regulated cannabis? What does it do with the preferred equity that Mindset and many others invested in when the company looked to be in dire shape? How does the company respond to the depression going on in California cannabis dispensaries?
So, this quarterly review of Glass House comes at a pretty interesting time. And let me give a big shout out to CEO Kyle Kazan, President Graham Farrar and CFO Mark Vendetti from not shirking from any tough or hard question that I asked.
I hope you enjoy this interview on Youtube:
And here is the interview on Spotify:
P.S. Please check out Marc Cohodes’ Twitter Spaces as well if you want a more expanded look at the still untapped upside in Glass House: Marc Cohodes Twitter Space Link