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Cannabis’ Nuclear Winter

Cannabis’ Missing Middle

Mindset Goes Rogue

Glass House Revs Its Camarillo Engine

Small Ball

Shifting to Yield Plus Upside

Oh My Goodness!

How Quickly Will Biden Move on Cannabis?

Interstate Commerce Cometh

The Fire Monopoly

Why is Cresco Paying Such a High Price for Columbia Care?

The Role of Luck in Investing

Glass House Buries the Lede

The Labor Market Is Still Quite Strong

Insider Buying and Buybacks at $HQI, $ARA and $NNI

What’s in a Name?

The Future is Brightest at the Bottom

Goodbye Cannabis Capex…Hello Buybacks?

The Cannabis EpiPen

Republicans Can Win on Cannabis

Fundamental Disconnect in Cannabis

Nelnet’s Buyback Machine Kicks into High Gear

Bright Green Absurdity

Are We Early or Wrong on Cannabis?

Mindset Value Cannabis Fund Q1 2022 Letter

MariMed: The Best Kept Secret in Cannabis

The SAFE Window

An Update on The Most Undervalued Stock in North America

Math is Glass House’s Flywheel

Do Not Underestimate Nancy Mace

The Score Takes Care of Itself

Why Gary Chambers Matters to Cannabis Investors

Twitter and The Headwind of Shareholder Dilution

The Cannabis Nor’Easter

Mindset Value Cannabis Fund Year End Letter

Where Are All the Value Investors When It Comes to Cannabis?

Leveraging the Upside in Cannabis

Is California About to Eliminate Its Cannabis Cultivation Tax?

My Top Three Mistakes of 2021

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