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.
RIV Capital, A Well Capitalized Shell for Private US Operators
RIV Capital is a public held investment fund with multiple near-term catalysts and a compelling valuation. Premium Members (sign up here) can read about this opportunity, with both bull and bear cases, valuation, and download a working model driven by capacity...
Michigan, August Pricing and Market Share Insights
Michigan published the August 2021 data for their cannabis market, and we have organized an update on market share in the state; this article includes a monthly state data review for Michigan, complete with a working model of supply and pricing trends, inventory...
Glass House Brands: A De-Risked Opportunity to Invest in Scaled Production
Glass House Brands is a SPAC that has traded down to $5.00 on funding and pricing concerns, but they recently closed on the acquisition of the 5.5 million square foot Camarillo greenhouse in Ventura California. We think this is a very interesting opportunity for...
Florida Market Share & Pricing Data, An update on Q3 2021
The weekly Florida review for Premium Members includes a working model with price checks of every operator’s flower, pre-roll, vape, edibles, and concentrate products, the weekly discounting trends, market share analysis, and all OMMU data. This particular review...
Michigan, July Pricing and Market Share Insights
Michigan published the July 2021 data for their cannabis market, and we have organized an update on market share in the state; this article includes a monthly state data review for Michigan, complete with a working model with market share breakdown, supply and...
Brief Thoughts on JT Burnette/Trulieve and the Weekly Florida Insights
The weekly Florida review includes a working model with price checks of every operator’s flower, pre-roll, vape, edibles, and concentrate products, the weekly discounting trends, market share analysis, and all OMMU data. This review is based on the August 15,...
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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 article was first published to Premium Members Only, and became available to Free Members on July 21, 2021. The model download remains Premium Member Only. This report includes detailed financial and operational analysis, and a working model. The model includes...
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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