by Mike and Colin | Nov 16, 2021 | Company Analysis, Earnings Report
MAPS guided significantly below prior guidance for 4Q21 and 2022, blaming softness on a demand shift to the illicit market and slower than expected license issuances. Our more detailed review and updated model for Premium Members can be found below. While the...
by Mike and Colin | Oct 29, 2021 | Company Analysis, Earnings Report
Hydrofarm (HYFM), a NASDAQ traded supplier and distributor of hydroponics products with high exposure to the legal cannabis industry, guided 3Q21 and 2021 sales down on Octboer 26 as they increased their credit line to $125 million and acquired Innovative Growers...
by Mike and Colin | Aug 13, 2021 | Company Analysis, Earnings Report
Premium members can read our analysis on the Q2 2021 results from WM Technology, formerly known as Weedmaps. This article also includes an updated working model with capital structure, valuation, client counts, and more. This article is for subscribers only. Please...
by Mike and Colin | Jun 4, 2021 | Company Analysis, Earnings Report
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 18, 2021 | Company Analysis, Earnings Report
The Parent Co reported Q1 2021 earnings, and here’s what you need to know. We had expected the company to reset their aggressive guidance to the downside while using organic integration and M&A to prove the incremental margin opportunity of their “house of brands”...
by Colin Ferrian | Jan 6, 2021 | Company Analysis, Earnings Report
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...
