The Eurasian Century

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The Eurasian Century
The Eurasian Century
New Highs: Cannabis Investing (part 3)
Cyclical Value Investing

New Highs: Cannabis Investing (part 3)

Glass House Valuation & Overall Conclusion

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Cyclical Value Investing
Jun 11, 2023
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The Eurasian Century
The Eurasian Century
New Highs: Cannabis Investing (part 3)
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Shareholder vs Management?

Before I look into valuation, I must address what is for me the black mark on Glass House.

I have the feeling management is getting overpaid for current performance. Even if I must admit it is more due to wholesale price collapse and the overall duress experienced by the cannabis industry.

In addition, the company is very not m…

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