Archive - The Bengal Bite

Bengal Capital - Q1 2025 Letter

Misspent Youths - Why Large MSOs Past is a Preview of Their Future

Apr 30 •

February 2025

Bengal Capital - FY2024 Letter

Fundamental Shorts

Feb 27 •

October 2024

Bengal Capital - Q3 2024 Letter

A Steph Curry on Every Corner

Oct 28, 2024 •

July 2024

Bengal Capital - Q2 2024 Letter

Rethinking "High Growth"

Jul 15, 2024 •

June 2024

Position of Strength

Our Guess on Why GTI Didn't Rush to Get a Refund

Jun 11, 2024 •

May 2024

Bengal Capital - Q1 2024 Letter

May 3, 2024 •

March 2024

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, 2024 •

February 2024

Bengal Capital - FY2023 Letter

Feb 8, 2024 •

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

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

Feb 1, 2024 •

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 •

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