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MSOS: How Low It Could Go
I discussed t he crash of MSOS again on 11/18, when it closed at $3.16, and it has rebounded to $3.89. Clearly, it is highly volatile! I discussed why it was crashing and how low it could go and shared some good alternatives. Today, I want to discuss the current holdings, the bounce, the acceleration of redemptions of the ETF, and my updated view on the potential downside. MSOS Is Extremely Concentrated In Its Holdings and Is Leveraged AdvisorShares does a great job of updat
3 hours ago6 min read


MSOS Did Crash
When I wrote about MSOS here on 10/19, I explained why it was plunging . It had closed at $4.76 on 10/17, and today it closed at $3.16, down 33.6%. MSOS is now down 17.1% in 2025 after collapsing last year. The New Cannabis Ventures Global Cannabis Stock Index, which closed today at 5.91, is down 14.1%, which is down less than MSOS. Why MSOS Is Crashing MSOS started running up when Q3 began. Looking at it since 6/30, it has increased a lot, even after the sharp pullback recen
Nov 183 min read


RYTHM, Formerly Agrify, Is a Horrible Cannabis Stock
I introduced this company on this blog in May, when it was known as Agrify, calling it a horrible stock . I don't always get my stock calls right, and often the timing is poor, and the stock then was $24.01. Now it is $31.00. The good news for you is that if you held this stock then, it is higher now. The good news for me is that I wrote it up in Seeking Alpha on September 9th, when the stock was near $40,, warning readers to avoid RYTHM (RYM) . Here is the summary from that
Nov 114 min read


Cannabis Stocks Still Look at Risk
I shared an update here in August, written more than a week after the news came out about potential cannabis rescheduling , warning about...
Sep 144 min read


Agrify Really Is a Terrible Cannabis Stock
I wrote here about Agrify (AGFY) in late May, saying it was a horrible cannabis stock . It has rallied, but they have updated financials...
Aug 133 min read


Cannabis Stocks: REDUCE EXPOSURE NOW
I have been in this sector as an analyst and service provider through two businesses for more than a dozen years. The world is very...
Aug 125 min read


Why I Don't Care for the Stock of Green Thumb Industries at $6
As I write this, an important question comes to my mind: Why here and not at Seeking Alpha? I have discussed here several times that...
Jul 315 min read


Agrify Is a Horrible Cannabis Stock
I have paid attention to Agrify (AGFY) for a long time. While we interviewed the CEO at New Cannabis Ventures twice in 2021, I never...
May 265 min read


The Future of Cannabis
This weekend, the Wall Street Journal published an article on cannabis: I have been following the cannabis industry closely for a dozen...
May 54 min read


The Cannabis Industry Scares Me
The NY Times shared a piece today about a problem in the cannabis industry. I discussed this and some other problems that they missed.
Jan 267 min read


Cannabis Stocks Are Beaten Up - Which One Should You Buy?
I do most of my writing about cannabis stocks at Seeking Alpha, either at my service, 420 Investor, which costs $719 per year and, thus,...
Dec 10, 20243 min read
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