The last few days I’ve been buying more of Glass House Group warrants. The valuation of the company is absurd given the assets it owns and what operationally is happening. The company has some headwinds in California in the short run but once the fog clears it will be clear how absurd today’s valuations are. (Oh yeah, if there is any movement on federal legalization the blue sky on this one is absurd).
This was already a big position and these incremental buys are just amazing at these prices.