by Mike and Colin | Jan 16, 2022 | Weekly 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 | Jan 11, 2022 | Data & Analysis, Macro
With Montana’s recent legalization of the adult-use market, we assess the competitive dynamics, market share by license counts, and pending challenges to help both operators and investors understand the best strategies to ensure success in this highly fragmented...
by Mike and Colin | Dec 20, 2021 | Weekly Extract
Welcome to the Weekly Extract, parsing key information out of the week’s cannabis headlines. This week’s Extract covers …. Recently Published What’s left of Curaleaf’s $425m new debt after refis? State & Internationa News New York...
by Colin Ferrian | Dec 18, 2020 | Macro, Regional Data, 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...
