I started a post on a “Consulting 101” theme. A tale from my days in the trenches, a wistful hope of imparting some sort of insight into the world of formal commerce that I genuinely love to do. I had spent several hours on the draft.

I think it’s a good ‘story’. Yet as I reread it, it sounds awfully cynical (as most consulting stories are).

It won’t fit here right now.

I’ve waxed a bit lately about MSO’s – and there will be much more wax applied by the wider pundits over the next week or two on the topic of the CAOA. I’m very proud that TheCannalysts absolutely nailed it months ago. 3 Tier. DCC. Gross Margin impact. Sell-side can suck it.

Nope, I’m heading back into Structures for now….Vext is next (I just looked at their financials again, and yet still don’t know what the fuck they do).

And then I’m gonna look at Halo Collective on a subscriber request. Time to get back to numbers. I’ve been recalcitrant.

Back to the trenches.

The preceding is the opinion of the author, and is in no way intended to be a recommendation to buy or sell any security or derivative.