Investment Analysis and Valuation of the Cannabis Industry
MJResearchCo provides rigorous investment analysis of the legal cannabis industry to professional allocators of capital, institutional investors and company executives.
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Professional research on the cannabis space, with out pay-to-play articles or banking relationships.
Comp Table April 30, 2021 – Now With Cashless Exercise
Comp Table updated for April 30, 2021 - Now Using Cashless Exercises for Warrants and Options Premium members can download a PDF of our cannabis comp table, updated on April 30, 2021 below. Cannabis stocks were weak in March after peaking in...
Comp Table April 29, 2021, for Premium Members Only: Now with share counts, Cash On Hand, & Pro Forma Net Debt
Premium Members can download the detailed comp table priced as of April 29, 2021, at the button below. Like the previous Free Member ones, this includes only in-the-money warrants and options, counts converts as either shares if in the money or face value if out the...
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...
Dutchie’s Consolidating Retail Software – How this affects SSPK, KERN, HLIX, and others.
Last week, cannabis retail technology platform Dutchie raised $200M in a Series C round, valuing the company at $1.7B. In tandem with the raise, Dutchie announced they would be acquiring two other retail technology platform leaders, Greenbits and Leaflogix. Here’s how...
Investors Won’t Pocket 280E Taxes; CEOs Will Invest for Growth
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...
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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