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Investment Analysis and Valuation of the Cannabis Industry

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280E Tax Primer

280E Tax Primer

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 eliminates it...

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Curaleaf Enters Europe & 4Q2020 Earnings Review

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...

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Know the Game: Our Investing Philosophy

Know the Game: Our Investing Philosophy

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 sector, though the...

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