by Mike and Colin | Jun 4, 2021 | Company Deep Dive, Earnings Report, Featured
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 | Apr 22, 2021 | Company Deep Dive, Featured
This article was first published to Premium Members Only, and became available to Free Members on July 21, 2021. The model download remains Premium Member Only. This report includes detailed financial and operational analysis, and a working model. The model includes...
by Mike and Colin | Apr 22, 2021 | 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...
