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.
Actionable Florida Insights and Pricing/Discounting Data
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 July 23, 2021...
Estimates Up and Stocks Down into 2Q21 Earnings Season
As we enter 2Q21 earnings season, we ask, “what has happened with the stocks prices and estimates since 1Q21”? The estimates for the US-Focused operators have increased, while the stock prices themselves have declined, compressing valuation multiples by about 1...
Actionable Florida Insights and Pricing/Discounting Data
The weekly Florida review includes a working model with price checks of every operator’s flower, pre-roll, vape, and edibles products, the weekly discounting trends, market share analysis, and all OMMU data. This review is based on the July 16, 2021 OMMU data...
Michigan, June Pricing and Market Share Insights
Michigan published the June 2021 data for their cannabis market; this article includes a monthly state data review for Michigan, complete with a working model with share breakdown, supply and pricing trends, inventory levels, and product mixes. Below are the key...
Actionable Florida Insights from the OMMU Data
The release of last week’s OMMU reports marks the end of Q2, and in the report below, we review how retail strategies are driving notable changes in market share among the Florida leaders. The report includes a working model of Florida market share and asset...
ParentCo PIPE in Glass House Terminated
ParentCo's $50 million investment in Glass House, which included a biomass purchase offtake agreement and cross-retail agreement, was "terminated by both parties". Premium Member can read our take on this below, following up on our reports on the Parent Co from...
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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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