by Mike and Colin | Apr 22, 2021 | Company Deep Dive, Featured
Executive Summary: At MJResearchCo, we choose companies, states, and events for in-depth research because we have a strong positive bias before initiating our research. Our beginning hypothesis on The Parent Company (TPCO) was the company was in a rare position to...
by Mike and Colin | Mar 10, 2021 | Company Deep Dive, Free
Curaleaf reported their Q4 2020 and FY2020 earnings after the bell yesterday. As of late/early Wednesday, there is still no MD&A filing, so all data is from their press release and conference call. What you need to know: Ahead of earnings, Curaleaf announced the...
by Mike and Colin | Jan 27, 2021 | Company Deep Dive
Our investment thesis on Weedmaps is that it is a growth adtech firm providing investors with exposure to increasing US cannabis sales without trafficking in cannabis itself. At 14X 2021 sales and 56X 2021 EBITDA, the stock performance going forward will come down to...
by Mike and Colin | Jan 13, 2021 | Company Deep Dive
Addendum: further analysis showing potentially more clients than licensed dispensaries in California has questioned the validity of the hypothesis of higher revenue/store in California described below; please read the updated analysis from January 27, 2021 to see the...
by Colin Ferrian | Jan 6, 2021 | Company Deep Dive
In this article, we cover Cresco’s recent earnings, why wholesale will displace retail as the leading metric for cannabis investors and operators in the next twelve months, and I provide first person insights into how Cresco is best positioned to capitalize on...
by Mike Regan | Oct 4, 2020 | Company Deep Dive, Free
Schwazze: PE Consolidation Platform Worth $2.74/sh Pro Forma for Star Buds, $3.30+ with RootsRx Core Colorado consolidation opportunity remains, US Cannabis macro theme improved Pro forma SHWZ+Star Buds only will be a highly levered private-equity style consolidation...
