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.
California Cultivation Supply, Trends & Forecast (Article 2 of 2)
In our last article, we quantified the supply of cannabis in California while highlighting the potential for new supply in the next 18-36 months. The supply-demand calculations were based off a top-down analysis. In this article, we sharpen the estimates for...
Cannabis Can Offset Inflation & Comp Table June 10
In the days after the Great Recession (2008-09), the U.S. government implemented a policy of quantitative easing to boost the recovery. In 2010, after the first round of QE, Mike asked Warren Buffett about his views on inflation and investing. The Oracle of Omaha...
Target Valuations & Actionable Insights in Weedmaps’ 1Q21
Premium Members can read actionable insights from Weedmaps’ 1Q21 results, our take on valuation and targets, and download a quarterly model below. This analysis follows up on our previous reports on Weedmaps / Silver Spike Acquisition Corp (SSPK) from May 10 for...
Nutrient Consolidation & Return of Meme Moves & Volumes? Comp Table May 28, 2021
Early signs of consolidation in cannabis nutrients? Over 4,000 years ago, early farmers noticed enhanced crop growth in areas of manure accumulation where animals gathered, and the first fertilizer application practices were born. The Babylonians, Egyptians, and...
California Cultivation Supply, Trends & Forecast (Article 1 of 2)
As cultivation continues to expand across California, the question is asked: When will there be too much capacity? Despite the endless amount of nuances within this answer, below is our attempt to forecast the supply and demand dynamics of California. Included in...
Harvest: The Not-So-Obvious reasons CEO White is Selling to Trulieve
Why is Harvest selling to Trulieve? Or more accurately, why is CEO Steve White selling to Trulieve, since his is the only vote that matters given that his supervoting stock (with 200 votes and 1 economic unit) gives him 52% of the vote with only 6% of the...
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Target Valuations & Actionable Insights in Weedmaps’ 1Q21
Premium Members can read actionable insights from Weedmaps’ 1Q21 results, our take on valuation and targets, and download a quarterly model below. This analysis follows up on our previous reports on Weedmaps / Silver Spike Acquisition Corp (SSPK) from May 10 for...
The Parent Company – A compelling opportunity, minimized by overpromise and dilution.
This report includes detailed financial and operational analysis, and a working model. The model includes guidance driven statements, proprietary estimates, scenario analysis, share counts, price targets, and more, and the article includes stock catalysts,...
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...
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