Sector

Investment Analysis and Valuation of the Cannabis Industry

The Latest Sector Information

  • Sector

  • Sort

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...

read more
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...

read more
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.  ...

read more
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”...

read more
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...

read more
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...

read more
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...

read more