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 1, 2021 | Macro, Thematic Research
John Schroyer over at MJBizDaily published a great article about increasing tax audits coming to California on cannabis retailers and cultivations, as the state looks for additional sources of revenue. This will have varying implications for operators in California,...
by Colin Ferrian | Feb 25, 2021 | 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. The Top US operators Are Not...
by Mike and Colin | Feb 13, 2021 | Macro, Podcast
Mike and Colin discuss dispensaries, delivery, and brands with Dan Perkins on W420 Radio. Listen to "The Future of Dispensaries" on...
by Colin Ferrian | Feb 8, 2021 | Macro
Welcome to the first in our series of “What investors are missing.” In these articles, we’ll highlight trends, forecasts, and observations from first-hand experience working with US cannabis operators and institutional investors. 2021 | The Year of...
