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.
Actionable Florida Insights and Pricing/Discounting Data
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...
Estimates Up and Stocks Down into 2Q21 Earnings Season
As we enter 2Q21 earnings season, we ask, “what has happened with the stocks prices and estimates since 1Q21”? The estimates for the US-Focused operators have increased, while the stock prices themselves have declined, compressing valuation multiples by about 1 turn....
Actionable Florida Insights and Pricing/Discounting Data
The weekly Florida review includes a working model with price checks of every operator’s flower, pre-roll, vape, and edibles products, the weekly discounting trends, market share analysis, and all OMMU data. This review is based on the July 16, 2021 OMMU data and...
Michigan, June Pricing and Market Share Insights
Michigan published the June 2021 data for their cannabis market; this article includes a monthly state data review for Michigan, complete with a working model with share breakdown, supply and pricing trends, inventory levels, and product mixes. Below are the key...
Actionable Florida Insights from the OMMU Data
The release of last week’s OMMU reports marks the end of Q2, and in the report below, we review how retail strategies are driving notable changes in market share among the Florida leaders. The report includes a working model of Florida market share and asset...
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...
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