by Mike and Colin | Jan 13, 2022 | Free
We have organized a brief survey for the cannabis community, helping to gauge the sentiment of investors and operators in our industry. Those who complete the survey will receive the final results 4 weeks ahead of the public. Upon clicking the button below, you will...
by Mike and Colin | Jan 11, 2022 | Data & Analysis, Free, Macro, Regional Data
Michigan published the December 2021 data for their cannabis market, and we have organized an update on Q4 2021 market share in the state (Updated December 28, 2021); this article includes a monthly state data review for Michigan, complete with a working model of...
by Mike and Colin | Jan 7, 2022 | Company Analysis, Free
Agrify announced the company’s largest Total Turn Key (TTK) deal to-date, and this deal comes a few weeks after a short-report questioned the integrity of the company’s customer relationships, pressuring the share price of the stock. Premium members can...
by Mike and Colin | Jan 6, 2022 | Free
MJBiz, the main trade show and trade publication for the legal cannabis industry (and where Mike used to work), was sold to publicly traded events and B2B marketing company Emerald Holdings (NYSE: EEX) for $120m in cash paid on Jan 4, 2022, with a growth-based earnout...
by Mike and Colin | Dec 1, 2021 | Data & Analysis, Free, Macro, Thematic Research
Michigan Recalls 3 months of product, but what is the real impact? The Michigan Marijuana Regulatory Agency (MRA) has recalled all products tested by Virdis Labs between August 10-November 16, 2021. What does this mean for the supply chain in Michigan? Where will...
by Mike and Colin | Nov 19, 2021 | Company Analysis, Free, M&A / Capital Raise
Schwazze Shifts Strategy and Grows via M&A As we have noted in the past, Schwazze is a Colorado consolidation story run by Justin Dye who previously consolidated Albertsons and Safeway at Cerebus. The company acquired the highly profitable Star Buds chain, and it...
