Highlights from MJBizDaily’s Investor Intelligence

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

• Translated Canopy Growth’s (CGC) capacity cuts into a 7% reduction to overall Canadian supply

• 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