Why I Never Focused on Glass House

I quit covering the cannabis industry in mid-May, announcing it to my subscribers at 420 Investor in late April. I followed lots of cannabis stocks for over a decade. One that I never included on my “Focus List” was Glass House Brands (NYSE: GLAS). I did pay attention to it, and I did keep my subscribers updated on the stock with my weekly video where I discussed charts.

My coverage of Glass House extended to New Cannabis Ventures, which is now operating as NCV Media and covering AI, and also to Seeking Alpha, where I no longer contribute. All of my articles mentioning Glass House, and there are many, including interviews, can be found easily. I published an article on Seeking Alpha in December:

Glass House Brands Is Too Expensive

I never covered it for a lot of reasons, but the main ones were the high valuation and my concerns with the capital structure. I never spoke with Graham Farrar, the President, which I felt was kind of strange. Perhaps stranger was that he was on the Board of Directors of MassRoots! I did speak with Kyle Kazan, the CEO. This is my first article here on Glass House, but I did share several on my personal blog.

Glass House Has Plunged

While the stock ran up a lot despite my negativity towards it, it has dropped 72% in 2026 so far: