by Mike and Colin | Nov 5, 2021 | Company Analysis, Featured, Macro
As the publicly-traded cannabis stocks are currently about 50% off their February highs, and with a relatively simple long term bull case to understand, many people have been asking us: “what are the bear arguments for legal cannabis”? When investing, someone is...
by Colin Ferrian | Feb 25, 2021 | Free, Macro, Thematic Research
This is part of our series “What investors are missing.” In these articles, we highlight contrarian trends, forecasts, and observations from first-hand experience working with US cannabis operators and institutional investors. The Top US operators Are Not...
by Colin Ferrian | Feb 8, 2021 | Macro
Welcome to the first in our series of “What investors are missing.” In these articles, we’ll highlight trends, forecasts, and observations from first-hand experience working with US cannabis operators and institutional investors. 2021 | The Year of...
