by Mike and Colin | Oct 8, 2021 | Company Deep Dive
We learned this week that Harvest founders Steve White and Jason Vedadi (who left the company last year) own a total of 6.5 million shares of Trulieve worth $57 million as of October 4. How much is locked up, how much could be sold immediately, and when does the rest...
by Mike and Colin | Sep 24, 2021 | Company Deep Dive
RIV Capital (OTC:CNPOF, CSE:RIV) is is a public held investment fund with multiple near-term catalysts and a compelling valuation. Premium Members (sign up here) can read about this opportunity, with both bull and bear cases, valuation, and download a working model...
by Mike and Colin | Sep 17, 2021 | Company Deep Dive
Glass House Brands is a SPAC that has traded down to $5.00 on funding and pricing concerns, but they recently closed on the acquisition of the 5.5 million square foot Camarillo greenhouse in Ventura California. We think this is a very interesting opportunity for a...
by Mike and Colin | Aug 16, 2021 | Company Deep Dive
The weekly Florida review includes a working model with price checks of every operator’s flower, pre-roll, vape, edibles, and concentrate products, the weekly discounting trends, market share analysis, and all OMMU data. This review is based on the August 15, 2021...
by Mike and Colin | Aug 11, 2021 | Company Deep Dive
Free Members can read actionable insights from a re-initiation on WM Technology, including a company overview with catalysts, valuation, value proposition, and more. Premium members have access to a detailed model with financials, guidance, valuation, client counts,...
by Mike and Colin | Jul 2, 2021 | Company Deep Dive
ParentCo’s $50 million investment in Glass House, which included a biomass purchase offtake agreement and cross-retail agreement, was “terminated by both parties”. Premium Member can read our take on this below, following up on our reports on the...
