May Multiples & Key Questions

May Multiples & Key Questions

May Review of Multiples: The comp table has been updated for 1Q22 earnings and can be accessed by Premium Members in real time. [Download not found] May Review of Multiples: Since March 31, the US plant touching operators on my comp table have on average (using the...
Sardines & Sentiment

Sardines & Sentiment

Cannabis stocks, like most stocks, are behaving like trading sardines. I’ll let page 18 of Seth Klarman’s Margin of Safety explain the parable: There is an old story about the market craze in sardine trading when the sardines disappeared from their traditional waters...