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 Regan | Feb 2, 2021 | Free, In the News, Macro, Thematic Research
The working title of my latest piece in MJBizDaily was “Know the Game You’re Playing”, looking at the what can be learned from the GameStop short squeeze. In it, I outline my and Colin’s investment philosophy for analyzing the legal cannabis...
by Mike Regan | Jan 26, 2021 | Free, In the News
My article for MJBizDaily detailing Weedmaps’ revenue growth drivers can be read at the link below:...
by Mike Regan | Dec 23, 2020 | Free, In the News, Macro
Two recently announced big SPAC deals, Silver Spike / Weedmaps and Subversive Capital Acquisition / Caliva+Left Coast+Jay Z, will bring these companies public soon. Here is the link to my article at Marijuana Business Daily discussing the deals and the implications...
by Mike Regan | Jul 16, 2020 | Free, In the News, Macro
My article in MJBizDaily, published on July 16, 2020, looking at the decline in sales estimates despite already declining 14-21% going into earnings. Valuations stood at 3.5X Sales, and 8.0X EBITDA for the US stocks. As cannabis investor reset continues,...
by Mike Regan | Apr 17, 2020 | Free, In the News, Macro
Here is a list of selected article highlights from MJBizDaily’s Investor...
