I've got to change my habits as well - $GDNSF is now $VREOF.

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…

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…

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.

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.

Great, harder than expected Saturday hike with X. Lone Tree Hike on Relive! #GetOutThere relive.com/view/vevY7MQLg…

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.

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 Paul Graham , Nate Silver & Bill Ackman for trying to elevate intellectual honesty.

What if we approached the presidency like a leadership role instead of a popularity contest? From my amateur writing project: Inspired by those I see trying to stay intellectually honest -> Derek Thompson Paul Graham David Brooks @jason Scott Galloway scartissueclub.substack.com/p/if-i-were-pr…

The news cycle reminds me of this old bit I was lucky enough to see live. Chris Rock Tiger Gone Crazy youtu.be/kGEv5dC0lo4?si… via YouTube

Enjoyed this Jamie Mendola 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.

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 Cedric Chin . The reference to chaos and conscientiousness on the path to coherence.

With respect to the hemp debate now front and center, I don't post much, but wanted to share something I wrote on Weed Politics on Substack a while back - hard to have a crystal ball, but the risks are not a secret. #hemp #msos #thca #weed #thc scartissueclub.substack.com/p/weed-politic…