by Mike and Colin | Nov 5, 2021 | Company Analysis, Macro
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...
by Mike and Colin | Oct 15, 2021 | Comp Table & Market Commentary, Macro
In honor of MJBizCon and MJUnpacked in Vegas this week, we are providing the multiples from our dynamic in-the-money only comp table adjusted for all announced deals here. Free Sample Comp Table Oct 15, 2021 As always our Premium Members can download the full Premium...
by Mike Regan | Mar 26, 2021 | Featured, Free, Macro, Thematic Research
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...
by Mike and Colin | Mar 26, 2021 | Free, Macro, Thematic Research
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...
by Mike Regan | May 5, 2020 | Free, Macro, Webinar
In this webinar at MJBizDaily, Mitzi Hollenbbeck, Partner with Citrin Cooperman, and I discuss the aspects and pitfalls that are unique to cannabis investing , specifically: Complex ownership and share structures Ability (or inability) to transfer licenses...
