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Investment Analysis and Valuation of the Cannabis Industry

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Cannabis SPAC Analysis – November 2021

Cannabis SPAC Analysis – November 2021

On October 19, 2019, Mike Regan presented on SPACs (Special Purpose Acquisition Corps) at the MJBizCon Finance Forum. The presentation walked through: Key risks to investing in SPACs How to invest across the SPAC lifecycle process The players and incentives during the...

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The Bear Case(s) on Cannabis

The Bear Case(s) on Cannabis

As the publicly-traded cannabis stocks are currently about 50% off their February highs, and with a relatively simple long term bull case to understand, many people have been asking us: “what are the bear arguments for legal cannabis”?When investing, someone is always...

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How Much Trulieve Can Harvest Founders Sell Now?

How Much Trulieve Can Harvest Founders Sell Now?

We learned this week that Harvest founders Steve White and Jason Vedadi (who left the company last year) own a total of 6.5 million shares of Trulieve worth $184 million as of October 4. How much is locked up, how much could be sold immediately, and when does the rest...

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Weedmaps, Q2 Review & Updated Model

Weedmaps, Q2 Review & Updated Model

Premium members can read our analysis on the Q2 2021 results from WM Technology, formerly known as Weedmaps. This article also includes an updated working model with capital structure, valuation, client counts, and more.Weedmaps reported 2Q21 and the results were...

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ParentCo PIPE in Glass House Terminated

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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Creating Profitable Cultivations

Creating Profitable Cultivations

Colin spoke with David Mantey of the Cannabis Equipment News to discuss ‘how to invest in, budget for, and create a profitable strategy in cultivations.’ The meat of the conversation starts at 8:30.  ...

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The Parent Co 1Q21 Earnings: What you need to know

The Parent Co 1Q21 Earnings: What you need to know

The Parent Co reported Q1 2021 earnings, and here’s what you need to know. We had expected the company to reset their aggressive guidance to the downside while using organic integration and M&A to prove the incremental margin opportunity of their “house of brands”...

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Weedmaps, An Update to the Illicit Retailer Listings

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...

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