Here is a list of selected article highlights from MJBizDaily’s Investor Intelligence.
- Predicted the failure of Tryke – Cresco (CRLBF) deal, and compared the financials of Tryke’s Reef and Planet 13’s (PLNHF) Las Vegas operations
- Analyzed the strategic implications for Canopy Growth (CGC) and Constellation Brands (STZ) of Acreage Holding’s (ACRGF) complex February 2020 Intellectual Property financing
- Investment thesis and follow-up analysis on the vertical integration acquisition strategy of Schwazze (SHWZ), formerly known as Medicine Man Technologies (MDCL)
- Accounts receivable analysis of KushCo’s (KSHB) write off of 66% of 3Q19 “legacy customer” revenue
- Analysis of MedMen’s (MMNFF) financial restructuring and effective share count of 2.4 billion at 3/31/2020, and the foreshadowing of paying vendors in equity
- Analysis of Harvest Health’s (HRVSF) supervoting vs economic share structure and the failed Falcon deal and litigation
- Weekly Cannabis Comp Tables dynamically adjusted for pro forma share counts and capital structures including in-the-money and convertible debt as converted and acquisitions
- At the 2019 MJBizDaily Investor Intelligence Conference, noted the risk of EBITDA margin compression in a world without 280E.