LightNews LightNews
invest420.bsky.social
@invest420.bsky.social
48 followers 8 following 230 posts
I run 420 Investor, hosted by Seeking Alpha, where I also write cannabis stock articles. I also run New Cannabis Ventures.
Posts Replies Media Videos
invest420.bsky.social
I still have some in my model portfolio that is beating the #cannabis index it aims to beat, but I am underweight it now. I think #TLRY is a sell, but I have downgraded it to Neutral rather than Sell or Strong Sell

seekingalpha.com/article/4813...
Why Tilray Should Be Reduced (NASDAQ:TLRY)
Tilray's recent surge is driven by cannabis rescheduling speculation, but the company won't directly benefit from such regulatory changes. Learn more on TLRY stock here.
seekingalpha.com
August 13, 2025 at 12:48 PM
invest420.bsky.social
I liked #IIPR recently, and I really like it now for #cannabis investors!

seekingalpha.com/article/4811...
Cannabis REIT IIPR Trades At A Very Low Valuation (NYSE:IIPR)
Discover why IIPR's plunge is a buying opportunity. High 16.6% dividend yield, strong balance sheet, growth in life sciences real estate, and a $70 target!
seekingalpha.com
August 10, 2025 at 2:48 PM
invest420.bsky.social
The #cannabis sector may be exciting, but these reports? Not so much!

www.newcannabisventures.com/the-3-big-ms...
The 3 Big MSOs Report Q2
You’re reading this week’s edition of the New Cannabis Ventures weekly newsletter, which we have been publishing since October 2015. The newsletter includes unique insight to help our readers stay ahe...
www.newcannabisventures.com
August 7, 2025 at 10:03 AM
invest420.bsky.social
#GTBIF beats on revenue, misses on adjusted EBITDA

www.newcannabisventures.com/green-thumb-...
Green Thumb Industries Q2 Revenue Increases 5%
Green Thumb Industries Reports Second Quarter 2025 Results. CHICAGO and VANCOUVER, British Columbia, Aug. 06, 2025 (GLOBE NEWSWIRE) — Green Thumb Industries Inc. (“Green Thumb” or the “Company”) (CSE:...
www.newcannabisventures.com
August 6, 2025 at 8:28 PM
invest420.bsky.social
#Cannabis earnings season just saw its first #MSO report, #TCNNF. Better than expected but not so great...

www.newcannabisventures.com/trulieve-q2-...
Trulieve Q2 Revenue Flat
Trulieve Reports Second Quarter 2025 Results Highlighting Progress on 2025 Plan. Second quarter revenue of $302 million, with 61% gross margin Cash flow from operations of $137 million and free cash f...
www.newcannabisventures.com
August 6, 2025 at 10:16 AM
invest420.bsky.social
Cannabis Sales Were Soft in July

www.newcannabisventures.com/cannabis-sal...
Cannabis Sales Were Soft in July
New Cannabis Ventures offers readers this easy-to-read exclusive summary of BDSA’s monthly cannabis sales data for 15 states. Cannabis sales increased 0.5% sequentially in July, which was a decrease o...
www.newcannabisventures.com
August 4, 2025 at 9:08 PM
invest420.bsky.social
I like #TLRY again for #cannabis investors

seekingalpha.com/article/4808...
Tilray Brands Is A Buy Again (NASDAQ:TLRY)
Tilray Brands is down a lot in 2025 and since its IPO, but it has rallied substantially from its April all-time low. Read why TLRY stock is a Buy.
seekingalpha.com
August 4, 2025 at 9:08 AM
invest420.bsky.social
I don't like stocks! Still...

www.alanbrochstein.com/post/another...
Another Big Decline Is Ahead
I have been very bearish on stocks for a long time. Too long! Does that make me wrong? Right, but early? I think too early, but I don't know the answer. What I do know is that I started blogging here ...
www.alanbrochstein.com
August 2, 2025 at 11:24 PM
invest420.bsky.social
A good month for #cannabis stocks!

www.newcannabisventures.com/cannabis-sto...
Cannabis Stocks Soared in July
Cannabis stocks, as measured by the Global Cannabis Stock Index, were quite volatile in 2024. The index dropped 7.5% in December to push the yearly close down 15.2% for the year and also was off to a ...
www.newcannabisventures.com
July 31, 2025 at 8:39 PM
invest420.bsky.social
Is anyone really surprised by this #cannabis company's restructuring?

www.newcannabisventures.com/a-big-mso-ge...
A Big MSO Gets Wiped Out
You’re reading this week’s edition of the New Cannabis Ventures weekly newsletter, which we have been publishing since October 2015. The newsletter includes unique insight to help our readers stay ahe...
www.newcannabisventures.com
July 31, 2025 at 10:48 AM
invest420.bsky.social
For this #cannabis stock, #TLRY, revenue was short of expectations.

www.newcannabisventures.com/tilray-q4-ca...
Tilray Q4 Cannabis Revenue Falls 6%
Tilray Brands Reports Fourth Quarter and Fiscal 2025 Financial Results. Fiscal Year Net Revenue of $821 Million, $834 Million in Constant Currency, Strategic Decisions Impacted Revenue by $35 Million ...
www.newcannabisventures.com
July 28, 2025 at 8:49 PM
invest420.bsky.social
#VFF went up a lot and I kept it at STRONG BUY. Not any longer!

seekingalpha.com/article/4804...
Village Farms Stock: Time To Move To The Sidelines (NASDAQ:VFF)
Village Farms rallied sharply after strong execution and a cannabis pivot, but valuation now suggests caution. Find out why VFF stock is downgraded to hold.
seekingalpha.com
July 27, 2025 at 6:00 PM
invest420.bsky.social
#Cannabis revenue - not that exciting!

www.newcannabisventures.com/big-cannabis...
Big Cannabis Companies Are Set to Report Q2 Financials
The Public Cannabis Company Revenue & Income Tracker, managed by New Cannabis Ventures, ranks the top revenue producing cannabis companies. This update is our first since the middle of May, when we re...
www.newcannabisventures.com
July 27, 2025 at 11:47 AM
invest420.bsky.social
#Cannabis sales in #Canada are increasing again...

www.newcannabisventures.com/canadian-can...
Canadian Cannabis Sales Bounced Further
Statistics Canada released May retail sales for the country, with cannabis sales increasing from the April levels, up 4.0% to C$485.4 million. This sequential growth was mainly due to the extra day in...
www.newcannabisventures.com
July 24, 2025 at 12:47 PM
invest420.bsky.social
I have liked Canadian LPs (a few of them) a lot, but #cannabis investors should take some profits!

www.newcannabisventures.com/cautious-on-...
Cautious on Canadian Cannabis Companies
You’re reading this week’s edition of the New Cannabis Ventures weekly newsletter, which we have been publishing since October 2015. The newsletter includes unique insight to help our readers stay ahe...
www.newcannabisventures.com
July 24, 2025 at 10:03 AM
invest420.bsky.social
I kind of sort of like #IIPR now again. This is one that #cannabis investors should follow closely.

seekingalpha.com/article/4802...
Innovative Industrial Properties Is A Cautious Buy (NYSE:IIPR)
Innovative Industrial Properties offers deep value and yield despite cannabis sector risks, with relative safety over peers. See why IIPR stock is upgraded to buy.
seekingalpha.com
July 21, 2025 at 10:11 AM
invest420.bsky.social
Are you an investor worried about #inflation? TIPS could make sense, and #LTPZ is an #ETF that I think is very attractive.

seekingalpha.com/article/4802...
LTPZ Is An Attractive Inflation Hedge (NYSEARCA:LTPZ)
LTPZ suffered a steep price decline since 2021, but I expect a recovery as inflation concerns persist and demand for TIPS rises. See why LTPZ ETF is a Strong Buy.
seekingalpha.com
July 20, 2025 at 10:40 AM
invest420.bsky.social
420 Investor Review Of The Week Ending - 07/18/25

A tough week for #cannabis stocks...

seekingalpha.com/instablog/68...
420 Investor Review Of The Week Ending - 07/18/25
SAVE $25 ON AN ANNUAL SEEKING ALPHA PREMIUM SUBSCRIPTIONNews The newsflow this week was very quiet.I shared this article at Seeking Alpha:Here are some of...
seekingalpha.com
July 18, 2025 at 8:34 PM
invest420.bsky.social
#Cannabis investors should be careful with #MSOS and the large MSOs

www.newcannabisventures.com/the-large-ri...
The Large Risks To Large MSO Stocks
You’re reading this week’s edition of the New Cannabis Ventures weekly newsletter, which we have been publishing since October 2015. The newsletter includes unique insight to help our readers stay ahe...
www.newcannabisventures.com
July 17, 2025 at 12:17 PM
invest420.bsky.social
Why I am not a fan of #GLASF:

www.alanbrochstein.com/post/why-i-d...
Why I Do Not Like the Stock of Glass House Farms
Glass House Brands (GLASF) is up a lot over the past couple of years, but it tanked recently after a raid by ICE last week. I have been following the stock for a while, though not so closely that it i...
www.alanbrochstein.com
July 16, 2025 at 3:10 PM
invest420.bsky.social
Do you care about #cannabis stocks? I share my thoughts...

www.alanbrochstein.com/post/cannabi...
Cannabis Stocks Update
I share a lot about cannabis stocks on Seeking Alpha and at New Cannabis Ventures, but not that much here. Even if you don't want to pay, you can access my thinking free of charge on my blog at Seekin...
www.alanbrochstein.com
July 15, 2025 at 12:33 PM
invest420.bsky.social
It's a big #cannabis market drowning in competition and seeing slowing revenue

www.newcannabisventures.com/floridas-can...
Florida’s Cannabis Market Is Crumbling
Each week, Florida’s Office of Medical Marijuana Use (OMMU), which is part of the state’s Department of Health, releases data on the state’s medical cannabis program, including an active patient count...
www.newcannabisventures.com
July 15, 2025 at 11:05 AM
invest420.bsky.social
This #THC beverage company is doing things the right way.

www.thc-shopping.com/post/mighty-...
Mighty Kind Looks Mighty Fine
I just found out about this St. Louis company and added it to the cannabis company directory at New Cannabis Ventures. Mighty Kind Company was founded in 2019. It has a LinkedIn page and a Facebook pa...
www.thc-shopping.com
July 14, 2025 at 6:39 PM
invest420.bsky.social
Are you concerned about #inflation? Here is how to invest (or not invest), if so:

www.alanbrochstein.com/post/investi...
July 14, 2025 at 2:44 PM
invest420.bsky.social
#Cannabis investors should be looking at #GRWG

seekingalpha.com/article/4800...
GrowGeneration Could Rally Sharply (NASDAQ:GRWG)
GrowGeneration offers deep value, zero debt, and smart diversification beyond cannabis, positioning it well for a rebound. Learn why GRWG stock is a strong buy.
seekingalpha.com
July 13, 2025 at 11:06 AM