by Mike and Colin | Feb 14, 2022 | Extract
Welcome to the Weekly Extract, parsing key information out of the week’s cannabis headlines. This week’s Extract covers …. Recently Published 1Q22 Survey Results published to Premium Members. Extract subscribers will be able to access the results on...
by Mike and Colin | Feb 7, 2022 | Extract
Welcome to the Weekly Extract, parsing key information out of the week’s cannabis headlines. This week’s Extract covers …. Recently Published: MJResearchCo presentation on SPACs from Fall 2021 Cannabis trades at valuations where consumer companies...
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...
