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...
Investors Won’t Pocket 280E Taxes; CEOs Will Invest for Growth

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...