by Mike Regan | Feb 1, 2022 | Comp Table & Market Commentary, Free
As the markets collapsed in March 2020, taking an already weak cannabis sector with it, I asked a simple question when working at MJBizDaily: “At what multiple did small-midcap consumer, industrial, agricultural, pharma, and tech equities bottom in the 1999-2003...
by Mike Regan | Mar 26, 2021 | Featured, Free, Macro, Thematic Research
This is part of our series “What investors are missing.” In these articles, we highlight contrarian trends, forecasts, and observations from first-hand experience working with US cannabis operators and institutional investors. Removing 280E taxes would be a big...
by Mike Regan | Feb 8, 2021 | Comp Table & Market Commentary
The average US operator increased 20% since our last comp table on 1/29/21, but the average Canadian stock increased 24%, led by a 42% increase in Tilray. (Free Members can download the comp table at the button below). [Download not found] The massive increases were...
by Mike Regan | Feb 2, 2021 | Free, In the News, Macro, Thematic Research
The working title of my latest piece in MJBizDaily was “Know the Game You’re Playing”, looking at the what can be learned from the GameStop short squeeze. In it, I outline my and Colin’s investment philosophy for analyzing the legal cannabis...
by Mike Regan | Jan 26, 2021 | Free, In the News
My article for MJBizDaily detailing Weedmaps’ revenue growth drivers can be read at the link below:...
