by Mike and Colin | Nov 5, 2021 | Company Analysis, Featured, Macro
As the publicly-traded cannabis stocks are currently about 50% off their February highs, and with a relatively simple long term bull case to understand, many people have been asking us: “what are the bear arguments for legal cannabis”? When investing, someone is...
by Mike and Colin | Apr 22, 2021 | Company Analysis, Data & Analysis, Featured
This article includes market share data across the retail software stack, an analysis of data value, key strategies of top players, and the impact of new capital and consolidation on the sector’s public and private companies. Last week, cannabis retail...
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...
