Investment Analysis and Valuation of the Cannabis Industry
MJResearchCo provides rigorous investment analysis of the legal cannabis industry to professional allocators of capital, institutional investors and company executives.
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Professional research on the cannabis space, without pay-to-play articles or banking relationships.
1Q22 Sentiment & Policy Survey: Respond by Jan 24
We have organized a brief survey for the cannabis community, helping to gauge the sentiment of investors and operators in our industry. Those who complete the survey will receive the final results 4 weeks ahead of the public. Upon clicking the button below, you...
What is ParentCo Cash / Share? The problem of guaranteed dilution
As a friendly reminder that per page 35 of the September 30, 2021 report, 33 million ParentCo shares will unlock on January 28, 2022. As the stock sits at $1.16, and with $207 million in cash and a reported 97 million shares outstanding, it appears the stock is...
Montana Review, License Share & Competitive Dynamics
With Montana’s recent legalization of the adult-use market, we assess the competitive dynamics, market share by license counts, and pending challenges to help both operators and investors understand the best strategies to ensure success in this highly fragmented...
Michigan, December Data & Q4 Market Share Update
Michigan published the December 2021 data for their cannabis market, and we have organized an update on Q4 2021 market share in the state (Updated December 28, 2021); this article includes a monthly state data review for Michigan, complete with a working model of...
Agrify Signs Largest Deal to-date with Gold Leaf
Agrify announced the company's largest Total Turn Key (TTK) deal to-date, and this deal comes a few weeks after a short-report questioned the integrity of the company's customer relationships, pressuring the share price of the stock. Premium members can read our...
Emerald (EEX) enters Cannabis via $120m+ MJBiz Acquisition
MJBiz, the main trade show and trade publication for the legal cannabis industry (and where Mike used to work), was sold to publicly traded events and B2B marketing company Emerald Holdings (NYSE: EEX) for $120m in cash paid on Jan 4, 2022, with a growth-based...
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Featured
The Bear Case(s) on Cannabis
As the publicly-traded cannabis stocks are currently about 50% off their February highs, and with a relatively simple long term bull case to understand, many people have been asking us: “what are the bear arguments for legal cannabis”?When investing, someone is always...
Dutchie’s Consolidating Retail Software – How this affects SSPK, KERN, HLIX, and others.
This article includes market share data across the retail software stack, an analysis of data value, key strategies of top players, and the impact of new capital and consolidation on the sector's public and private companies. Last week, cannabis retail technology...
Investors Won’t Pocket 280E Taxes; CEOs Will Invest for Growth
This is part of our series “What investors are missing.” In these articles, we highlight contrarian trends, forecasts, and observations from first-hand experience working with US cannabis operators and institutional investors. Removing 280E taxes would be a big...
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