by Mike and Colin | Jun 16, 2021 | Data & Analysis, Macro
In our last article, we quantified the supply of cannabis in California while highlighting the potential for new supply in the next 18-36 months. The supply-demand calculations were based off a top-down analysis. In this article, we sharpen the estimates for current...
by Mike and Colin | Jun 11, 2021 | Comp Table
In the days after the Great Recession (2008-09), the U.S. government implemented a policy of quantitative easing to boost the recovery. In 2010, after the first round of QE, Mike asked Warren Buffett about his views on inflation and investing. The Oracle of Omaha...
by Mike and Colin | Jun 4, 2021 | Company Deep Dive, Earnings Report, Featured
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...
by Mike and Colin | May 31, 2021 | Comp Table
Early signs of consolidation in cannabis nutrients? Over 4,000 years ago, early farmers noticed enhanced crop growth in areas of manure accumulation where animals gathered, and the first fertilizer application practices were born. The Babylonians, Egyptians, and...
by Mike and Colin | May 26, 2021 | Data & Analysis, Macro
As cultivation continues to expand across California, the question is asked: When will there be too much capacity? Despite the endless amount of nuances within this answer, below is our attempt to forecast the supply and demand dynamics of California. Included in this...
