Company Profiles
Investment Analysis and Valuation of the Cannabis Industry
The Latest Company Profiles
The Parent Company – A compelling opportunity, minimized by overpromise and dilution.
Executive Summary: At MJResearchCo, we choose companies, states, and events for in-depth research because we have a strong positive bias before initiating our research. Our beginning hypothesis on The Parent Company (TPCO) was the company was in a rare position to...
Curaleaf Enters Europe & 4Q2020 Earnings Review
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...
Weedmaps S4 Update: Unlicensed Risks, CBD Upside, New Model
Updated analysis and Excel model looking into additional risks from the January 19 S4 filing.
Weedmaps / SSPK – Cannabis Exposure for Tech/Growth Investors
With Excel Model: We think Weedmaps will be what tech and traditional investors new to the cannabis industry have been looking for a cannabis investment given that it has the best characteristics of both tech, growth, and cannabis exposure without actually trafficking in cannabis.
Cresco Labs | An Inside view of the wholesale Leader
In this article, we cover Cresco's recent earnings, why wholesale will displace retail as the leading metric for cannabis investors and operators in the next twelve months, and I provide first person insights into how Cresco is best positioned to capitalize on this...
Schwazze Worth $2.74 PF Star Buds, $3.30+ RootsRx
Investment Thesis on Schwazze SHWZ for Members Only