by Mike and Colin | Nov 16, 2021 | Company Analysis, Earnings Report
MAPS guided significantly below prior guidance for 4Q21 and 2022, blaming softness on a demand shift to the illicit market and slower than expected license issuances. Our more detailed review and updated model for Premium Members can be found below. While the...
by Mike and Colin | Sep 24, 2021 | Company Analysis
RIV Capital (OTC:CNPOF, CSE:RIV) is is a public held investment fund with multiple near-term catalysts and a compelling valuation. Premium Members (sign up here) can read about this opportunity, with both bull and bear cases, valuation, and download a working model...
by Mike and Colin | Sep 17, 2021 | Company Analysis
Glass House Brands is a SPAC that has traded down to $5.00 on funding and pricing concerns, but they recently closed on the acquisition of the 5.5 million square foot Camarillo greenhouse in Ventura California. We think this is a very interesting opportunity for a...
by Mike and Colin | Aug 13, 2021 | Company Analysis, Earnings Report
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. This article is for subscribers only. Please...
by Mike and Colin | Aug 11, 2021 | Company Analysis
Free Members can read actionable insights from a re-initiation on WM Technology, including a company overview with catalysts, valuation, value proposition, and more. Premium members have access to a detailed model with financials, guidance, valuation, client counts,...
