The discount in US-focused cannabis stocks vs Canada-focused stocks is starting to reverse, at least on EV/S, following stronger than expected results in the US,
W420 Radio – Intro to Mike, the New Capital Markets Guest
I am now the regular “investment guru” capital markets commentator on America’s Cannabis Conversation on the W420 Radio Network. In this first segment with host
Analysis of Schwazze’s Deal Terminations
My article analyzing how tight capital markets and a changing regulatory outlook are derailing the Schwazze deals can be found here, as published in Marijuana
2Q20 Earnings Season: Risks to Estimates Remain despite cuts
My article in MJBizDaily, published on July 16, 2020, looking at the decline in sales estimates despite already declining 14-21% going into earnings. Valuations stood
Nuances of Cannabis: 280E, Licenses, Capital Structure
In this webinar at MJBizDaily, Mitzi Hollenbbeck, Partner with Citrin Cooperman, and I discuss the aspects and pitfalls that are unique to cannabis investing ,
Seeking Alpha Cannabis Investing Podcast
Seeking Alpha Cannabis Investing Podcast Interview 4/22/20