Updated analysis and Excel model looking into additional risks from the January 19 S4 filing.
280E Tax Primer
If you don’t know what 280E is, this is a high-level “what investors need to know” summary of IRS Code 280E.
Curaleaf Enters Europe & 4Q2020 Earnings Review
Curaleaf reported their Q4 2020 and FY2020 earnings after the bell yesterday. As of late/early Wednesday, there is still no MD&A filing, so all data
Alcohol or Yoga Pants? Rising Rates Pressure Stocks, Comp Tables 3/5/21
Cannabis stocks are being driven by market dynamics and not fundamentals, creating opportunities for long term investors that can stomach the volatility. The rising correlations
Tax Audits Coming to CA Benefit Strong Retailers, Pressure Wholesalers
John Schroyer over at MJBizDaily published a great article about increasing tax audits coming to California on cannabis retailers and cultivations, as the state looks
Risk Off February? Comp Tables 2/26/2021
For the month of February cannabis stocks peaked then declined. The stocks ended up 17% for the US operators and 23% for the Canadian operators,