by Mike and Colin | Feb 23, 2022 | Company Analysis, Earnings Report, Extract
3Q Earnings Reviews from the Weekly Extract Archive for Extract Subs As we enter 4Q21 earnings season, we have consolidated the 29 cannabis company earnings reports from the 3Q21 earnings season published in the Extract Archive into a single note to help investors...
by Mike and Colin | Jan 16, 2022 | Extract
Welcome to the Weekly Extract, parsing key information out of the week’s cannabis headlines. You can sign up to receive the Weekly Extract here. Each week you will receive an email of about ~3,000 words of real-time analysis and key takeaways of the week’s...
by Mike and Colin | Dec 3, 2021 | Extract
Welcome to the Weekly Extract, parsing key information out of cannabis headlines. This week’s Extract covers: M&A and Investment Schwazze’s $95M raise and NM acquisitions Bespoke Financial’s $125M raise Chicago Atlantic’s IPO as a REIT...
by Mike and Colin | Nov 24, 2021 | Extract
The Weekly Extract: Parsing key info out of cannabis headlines. This week’s Extract covers news on Gage, AYR Wellness, Uber/Fyllo, MedMen, and Pennsylvania, with earnings reviews of Terrascend, 4Front Ventures, Riv Capital, Planet 13, Lowell Farms, The Parent...
by Mike and Colin | Nov 18, 2021 | Company Analysis, Data & Analysis, In the News, M&A / Capital Raise, Macro
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...