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Jesse Redmond Profile picture
Jesse Redmond
@jesseredmond
Head of Cannabis @WTR_Research. Reformed hedge fund manager; retired dispensary operator. To receive our cannabis research, email jesse@watertowerresearch.com
Oct 6, 2023 • 5 tweets • 2 min read
Since the HHS news on 8/30, the tier-two basket continues to be the top performer. It is up 74% on average, versus 54% for tier one and 37% for tier three. (1/5) Image Within the tier-two group, $FFNTF has had the biggest bounce, +137% since 8/30. $AYRWF is +105% and $JUSHF is not far behind +104%. $TSND is up the least, but it was up the most coming into the event and at +61% YTD it remains a top performer. (2/5) Image
Mar 1, 2023 • 4 tweets • 2 min read
Disappointing to see Cowen stopping coverage of MSOs. In a lonely landscape, more coverage is better. We’re reaching out to these operators to see if we can help with our services at @WTR_Research. 1/3 Image Most #cannabis #ETFs use Cowen as at least one of their counterparties and sounds like they will be transitioning to new relationships. I’ll let them share their plans, but interruptions are not expected. $MSOS $PSDN $MJUS $WEED 2/3
Feb 21, 2023 • 6 tweets • 2 min read
Friends, I have exciting career news to share! I’m happy to announce I have joined @WTR_Research as Managing Director covering the cannabis sector. Below is a description of our business and how we help investors and cannabis companies. (1/6) icrowdnewswire.com/2023/02/21/wat… Water Tower Research was founded by a group of Wall Street veterans to democratize information flow and bridge the gap between companies and the investment community. (2/6)  watertowerresearch.com/pages/about_us…
Feb 21, 2023 • 4 tweets • 1 min read
I recently met with a large pre-roll manufacturer in California. I think of pre-rolls like hot dogs—they are made with leftover parts. I was not too far off, here are 3 things I learned. (1/4) The material they use is what you might find in the bottom of pound bags…think smalls, shake, and dust. They grind this all up, sort out the stems, and have 280 minimum-wage workers in a warehouse in LA fill the cones. (2/4)
Jun 25, 2022 • 15 tweets • 5 min read
It was a beautiful Friday afternoon for the Glass House Brands Investors Sesh 2022 Below are a few pictures and notes from the meeting. Thank you @grahamfarrar and @kylekazanceo for hosting an excellent event. I look forward to next year! $GLASF We began by covering some corporate details and votes, then transitioned into a Q&A session. Here are some highlights.