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 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...
by Mike and Colin | Mar 10, 2021 | Company Deep Dive, Free
Curaleaf reported their Q4 2020 and FY2020 earnings after the bell yesterday. As of late/early Wednesday, there is still no MD&A filing, so all data is from their press release and conference call. What you need to know: Ahead of earnings, Curaleaf announced the...
by Mike and Colin | Mar 8, 2021 | Comp Table, Free
Cannabis stocks are being driven by market dynamics and not fundamentals, creating opportunities for long term investors that can stomach the volatility. The rising correlations also present hedging opportunities: are you nervous about valuations after 4X gains in...
by Mike and Colin | Feb 11, 2021 | Comp Table, Free
There is an old saying that “bulls make money, bears make money, and pigs get slaughtered”. If you’re fat on meme stocks, congratulations, you better get out now before you’re bacon. Tilray has increased 148% since last Friday, giving the pro...
