by Mike and Colin | Aug 12, 2021 | Data & Analysis, Free, Macro
Despite being a top cannabis market in the United States, Michigan largely has been ignored by multistate operators because of the low barriers to entry for new licensees. However, with plenty of market growth and heavy fragmentation across the supply chain, the...
by Mike and Colin | Jul 21, 2021 | Data & Analysis, Free, Macro
Discounts lead to market-share shift in Florida Florida, one of the most valuable cannabis markets in the world, is beginning to see competition among the top players – and the state’s patients are reaping the benefits of the undercutting. Despite the attractive...
by Mike and Colin | May 26, 2021 | Free, Podcast
Thanks to Rena Sherbill of Seeking Alpha’s Cannabis Investing Podcast for interviewing Mike and Colin. To quote the summary of Rena’s far ranging interview, Topics Include: Origin story of MJResearchCo. Analyzing cannabis companies – things...
by Mike and Colin | Apr 22, 2021 | Company Deep Dive, Featured, Free
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 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...
by Mike and Colin | Mar 26, 2021 | Free, Macro, Thematic Research
If you don’t know what 280E is, this is a high-level “what investors need to know” summary of IRS Code 280E. Any cannabis investment thesis that includes federal legalization will need to consider tax and margin changes without 280E, since legalization...
