Archive - LP's Newsletter

LIVING ON THE EDGE

In this newsletter’s inaugural issue in June 2021, I wrote about the parallels that the nascent US cannabis industry shared at the time with a young…

Nov 11, 2022 •

September 2021

WHAT’S THE WORST THAT COULD HAPPEN?

During periods of market volatility, financial advisors commonly tell clients to stay the course and fight any urge to de-risk.

Sep 28, 2021 •

WHO WANTS TO BE A BILLIONAIRE?

It’s a little odd to think of a rapidly growing, capital intensive business returning cash to shareholders through a buyback program, but that’s exactly…

Sep 2, 2021 •

August 2021

A BRIDGE TO SAFE PASSAGE

A lot of the commentary on this week’s announcement that US-listed Tilray acquired an ownership interest in MedMen, a federally-illegal US cannabis…

Aug 20, 2021 •

July 2021

SAFETY FIRST (OR NOT)

As US cannabis shares continue to make new lows within a six-month downtrend, I’ve been thinking about the specific causes of this price action and the…

Jul 28, 2021 •

June 2021

SHOW ME THE MONEY

In 2019, Egan Bernal became the first Latin American ever to win the Tour de France and the youngest winner in 110 years. He “got his start riding…

Jun 16, 2021 •

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