Archive - The Bengal Bite

Capital Allocation

A copy of an email we recently sent to leaders of companies we invest in and other friends in the industry

Mar 29 •

February 2024

Bengal Capital - FY2023 Letter

Feb 8 •

C.R.E.A.M. And Fire

How Goodness Growth is Re-Focusing on Serving the Customer to Drive Value

Feb 1 •

November 2023

Transparency Creates Value

Nov 29, 2023 •

October 2023

Bengal Capital - Q3 2023 Letter

Politics and a Tale of Two Companies

Oct 19, 2023 •

September 2023

Rescheduling and how Cannabis is Different from Alcohol

Some thoughts from Bengal Capital heading into the weekend

Sep 8, 2023 •

August 2023

Good Management Part II: The Complexity Fallacy

Why The Arsonist Is Rarely The Right Firefighter

Aug 7, 2023 •

July 2023

Bengal Capital - Q2 2023 Letter

Our much more timely Q2 2023 Catalyst Fund performance letter

Jul 31, 2023 •

Bengal Capital - Q1 Letter

Our Q1 letter, albiet a bit delayed

Jul 10, 2023 •

April 2023

What Chick-fil-A Can Teach Cannabis

Slow & Steady Compounding is the Key

Apr 10, 2023 •

Are we still playing cannabis small ball?

Apr 3, 2023 •

March 2023

Bengal Bite | Podcast with Bengal Partner Jerry Derevyanny

Recently, Bengal Capital partner Jerry Derevyanny visited the Seeking Alpha Cannabis Investing podcast and discussed the current state of cannabis…

Mar 30, 2023 •

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