Updated analysis and Excel model looking into additional risks from the January 19 S4 filing.
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,
What are investors missing: Will your favorite MSO scale with the industry?
Welcome to our series of “What investors are missing.” In these articles, we’ll highlight trends, forecasts, and observations from first-hand experience working with US cannabis
Focus on the Embers, not the Flames: Comp Tables 2/19/2021
If the past few months of cannabis policy wins were the spark to light investor interest in the industry, the involvement of Reddit-based speculation in
Future of Dispensaries on W420 Radio
Mike and Colin discuss dispensaries, delivery, and brands with Dan Perkins on W420 Radio.
Pigs get Slaughtered: Sundial Trades more than Faceook?!?
There is an old saying that “bulls make money, bears make money, and pigs get slaughtered”. If you’re fat on meme stocks, congratulations, you better