Company Profiles
Investment Analysis and Valuation of the Cannabis Industry
The Latest Company Profiles
ParentCo PIPE in Glass House Terminated
ParentCo's $50 million investment in Glass House, which included a biomass purchase offtake agreement and cross-retail agreement, was "terminated by both parties". Premium Member can read our take on this below, following up on our reports on the Parent Co from May 18...
Target Valuations & Actionable Insights in Weedmaps’ 1Q21
Premium Members can read actionable insights from Weedmaps’ 1Q21 results, our take on valuation and targets, and download a quarterly model below. This analysis follows up on our previous reports on Weedmaps / Silver Spike Acquisition Corp (SSPK) from May 10 for...
Weedmaps, An Update to the Illicit Retailer Listings
This article provides an updated model and commentary to our January 27, 2021 analysis of Weedmaps (linked here), specifically the risk from unlicensed illicit market clients in the revenue mix operating under the “CBD Only” moniker. It was published to Free Members...
The Parent Company – A compelling opportunity, minimized by overpromise and dilution.
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...
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.