by Mike and Colin | Jul 23, 2021 | Data & Analysis, Macro
The weekly Florida review includes a working model with price checks of every operator’s flower, pre-roll, vape, edibles, and concentrate products, the weekly discounting trends, market share analysis, and all OMMU data. This review is based on the July 23, 2021 OMMU...
by Mike and Colin | Jun 16, 2021 | Data & Analysis, Macro
In our last article, we quantified the supply of cannabis in California while highlighting the potential for new supply in the next 18-36 months. The supply-demand calculations were based off a top-down analysis. In this article, we sharpen the estimates for current...
by Mike and Colin | May 26, 2021 | Data & Analysis, Macro
As cultivation continues to expand across California, the question is asked: When will there be too much capacity? Despite the endless amount of nuances within this answer, below is our attempt to forecast the supply and demand dynamics of California. Included in this...
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,...
