Receptive Capital Blog
Opinions and updates on the East Coast cannabis markets.
Cannabis Beverages at Thanksgiving 2023
Before you declare your Thanksgiving shopping done, go pick up some cannabis beverages at the dispensary (or gas station, grocery store or liquor store if you're living in a state that realizes this is where social beverage consumption is headed).
The Operator Perspective Mitigates Risk
The ability to conduct due diligence through the lens of an operator enables the operator to, among other things, ask the tough questions, manage growth expectations and provide the entrepreneur with more useful feedback.
Hemp Derived Beverage Availability
Regarding cannabis beverages, I would prefer to see regulators focus on regulating the PRODUCTS to ensure the consumers that desire them have SAFE access to them. Consumers have demonstrated demand for these products. Banning them is not the move.
I Just Enjoy The Plant. It’s As Simple As That.
During Kevin Durant’s interview at Game Plan by CNBC and Boardroom, he said, referring to cannabis, “Everyone does it, to be honest, it’s like wine at this point”. This was the line most media outlets lifted. But the line that I remember most is…“I just enjoy the plant. It’s as simple as that.”
Updated Thoughts on Social Consumption Lounges: Summer 2023
The premise behind separate, stand-alone cannabis social consumption lounges is flawed. Cannabis use in social settings will have to become more nuanced for the type of environment the social use is taking place. The East Coast markets have yet another opportunity to lead by redefining social consumption for cannabis.
Why Are We Asking Consumers to Memorize Chemical Compounds?
I've been in the cannabis industry for years now and I'm getting a little impatient with "Terpenes are the future of how consumers will buy cannabis" theory. We don't have to create our own lexicon and confuse consumers. Lavender, gas, citrus, pine, pepper, etc. These are all words consumers use that they understand.
Cannabis Companies Planning to Raise Capital from Equity Investors in 2023
Some thoughts for cannabis companies planning to raise capital from equity investors in 2023.
A Multi-Dimensional Regional Cannabis Market Landscape on the East Coast
We envision a multi-dimensional regional market landscape on the east coast within the next 5 years. These regional and hyper-regional markets will be driven by consumer demands for products that fit their way of life and deliver the value they seek.
Old Pal “Baked At Home” Hits The Mark
This product hits the mark and, in our view, provides validation for the "cannabis will be everywhere" element of our thesis. The cannabis plant is so dynamic and we have decades of product innovation ahead of us. That is what makes the consumer side of this business so attractive to us as investors.