by Colin Ferrian | Jan 11, 2021 | Macro, Thematic Research
What inning is US cannabis in? This seems to be an increasingly common question, especially as the Georgia Runoff forces investors to evaluate when and where they’ll allocate capital as the industry shifts towards inevitable growth. The answer: we’re in...
by Colin Ferrian | Dec 18, 2020 | Macro, Thematic Research
As we close out the year 2020, the US cannabis industry is on a trajectory previously unseen for the sector. The country demonstrated their overwhelming support for legalization, the top companies displayed positive cashflows and compelling margins, and consumer...
