by Mike and Colin | Jul 7, 2021 | Comp Table & Market Commentary, Data & Analysis, Free, In the News, Macro
Though access to capital for public cannabis companies improved in early 2021, liquidity remains low for the U.S. plant-touching operators in comparison to the Canadian licensed producers. U.S. operators have access only to lower-volume exchanges, such as the Canadian...
by Mike and Colin | Jun 11, 2021 | Comp Table & Market Commentary, Free, In the News
In the days after the Great Recession (2008-09), the U.S. government implemented a policy of quantitative easing to boost the recovery. In 2010, after the first round of QE, Mike asked Warren Buffett about his views on inflation and investing. The Oracle of Omaha...
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 Analysis, 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...
