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...
by Mike and Colin | Jan 27, 2021 | Company Analysis
Our investment thesis on Weedmaps is that it is a growth adtech firm providing investors with exposure to increasing US cannabis sales without trafficking in cannabis itself. At 14X 2021 sales and 56X 2021 EBITDA, the stock performance going forward will come down to...
by Mike and Colin | Jan 13, 2021 | Company Analysis
Addendum: further analysis showing potentially more clients than licensed dispensaries in California has questioned the validity of the hypothesis of higher revenue/store in California described below; please read the updated analysis from January 27, 2021 to see the...
by Mike Regan | Dec 23, 2020 | Free, In the News, Macro
Two recently announced big SPAC deals, Silver Spike / Weedmaps and Subversive Capital Acquisition / Caliva+Left Coast+Jay Z, will bring these companies public soon. Here is the link to my article at Marijuana Business Daily discussing the deals and the implications...
