April 15, 2020

Greetings,
 
In December 1776, Thomas Paine took stock of a fledgling and war-torn America, famously observing “these are the times that try men’s souls.” Now, as the world faces the worst pandemic of the past 100 years, we can’t help but hear the echo of Paine’s words...

January 16, 2020

Greetings,
 
Happy New Year! It seems like yesterday the e-ink was drying on Cannabis Quarterly #1. Now look at us, heading into the 4th year with a dozen letters and not too many gray hairs to show for it. We swear…
  
Cannabis and regulation. Regulation and cann...

October 15, 2019

Greetings,
 
As discussed previously, our optimism for the cannabis industry is high (pun intended). Furthermore, we take pride in our role – deploying capital to build a sustaining, responsible, and healthy industry, thus ending the long-running, unregulated illicit m...

July 11, 2019

Greetings,

Benjamin Franklin once famously quipped “In this world, nothing can be said to be certain, except death and taxes.” While we’ve been busy eating kale and doing Pilates to deal with the former, we are still stuck with the latter. And, in the world of cannabis,...

April 16, 2019

Greetings,
 
Cannabis is a hot media topic, as even die-hard journalists tire of Russian collusion stories. We see the whole spectrum – from cannabis as a great panacea to cannabis as a Biblical scourge. As we attempt to sort out this dichotomy, we are reminded of Mark...

January 15, 2019

Greetings,
 
Happy New Year! Before plunging into 2019 (border walls, Fiji water, and Bird Box memes, anyone?), let’s celebrate another momentous year in the cannabis industry. 2018 began with California’s launch of recreational cannabis, creating one of the world’s la...

October 17, 2018

Greetings,
 
Picasso is widely quoted as saying “good artists copy; great artists steal.” Keeping with this grand artistic tradition, this quarter’s newsletter comes from one of Presidio View’s earliest partners – Dr. Mitch Earleywine, Professor of Psychology at the Un...

July 17, 2018

Greetings,
 
A friend of Presidio View Capital often uses the analogy of “the woodpecker felling a tree” to describe triumphs of perseverance over long-odds. He believes that small, but consistent, pressure applied over long periods can accomplish great feats. After re...

April 13, 2018

Greetings,
 
In Howard Marks’s brilliant book on investing, “The Most Important Thing,” he writes:
 
Investment markets follow a pendulum-like swing: between euphoria and depression, between celebrating positive developments and obsessing over negatives, and thus betwe...

January 12, 2018

Greetings,
 
Happy New Year! We hope you saved champagne and confetti, because the cannabis industry should give us reason to celebrate in 2018. Most importantly, California launched recreational cannabis, which creates the largest legal market in the world. As a remin...

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