The MJResearchCo Extract

Real-time analysis of news events as they occur

Concentrated Cannabis Analysis

The MJResearchCo Extract is a newsletter (at least 1x per month, more often as news occurs) that analyzes the key news of the month affecting the legal cannabis industry. After summarizing and linking to the source. it parses out key information, analyzes the implications and read-throughs of the news, notes changes in trends, and puts new events into the context of the existing narrative.

A free sample of the Best of 4Q21 Extracts can be read here and downloaded as a PDF here.

The Extract is for accredited investors and industry professionals with known and vetted identities. To request access to the Extract and receive the emails, see our Subscription page.

 

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EBITDA & Leverage – Higher Than You Think

EBITDA & Leverage – Higher Than You Think

As valuations and liquidity have declined since the first quarter 2021 (when the industry raised over $3 billion in equity), debt has become a go-to source of financing. What is the leverage in cannabis? It may be higher than you think. There are also debates on if...

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3Q21 Earnings Reviews in Extract Archive

3Q21 Earnings Reviews in Extract Archive

3Q Earnings Reviews from the Weekly Extract Archive for Extract Subs As we enter 4Q21 earnings season, we have consolidated the 29 cannabis company earnings reports from the 3Q21 earnings season published in the Extract Archive into a single note to help investors...

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Weekly Extract Feb. 23, 2022

Weekly Extract Feb. 23, 2022

Welcome to the Weekly Extract, parsing key information out of the week's cannabis headlines. This week's Extract includes the following topics: Recently Published Comp Tables, as of Feb. 22nd 3Q21 Earnings Reviews  1Q22 Survey Results. Extract subscribers will be able...

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Weekly Extract Feb. 14, 2022

Weekly Extract Feb. 14, 2022

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 February 25, and...

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Weekly Extract Feb. 7, 2022

Weekly Extract Feb. 7, 2022

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 bottomed M&A...

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Weekly Extract January 16, 2022

Weekly Extract January 16, 2022

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 cannabis...

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Weekly Extract January 7, 2022

Weekly Extract January 7, 2022

Welcome to the Weekly Extract, parsing key information out of the week's cannabis headlines. This week's Extract covers .... 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...

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Weekly Extract December 20, 2021

Weekly Extract December 20, 2021

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 abolishing 280E at state level...

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Weekly Extract December 10, 2021

Weekly Extract December 10, 2021

Welcome to the Weekly Extract, parsing key information out of the week's cannabis headlines. This week's Extract covers:Investments & Partnerships Trulieve debuts Bhang edibles in Florida Agrify enters into an LOI for PurePressure Tilray acquires Breckenridge...

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Weekly Extract December 3, 2021

Weekly Extract December 3, 2021

Welcome to the Weekly Extract, parsing key information out of cannabis headlines. This week's Extract covers:M&A and Investment Schwazze's $95M raise and NM acquisitions Bespoke Financial's $125M raise Chicago Atlantic's IPO as a REIT Canna-Global's $200M SPAC,...

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Weekly Extract November 24, 2021

Weekly Extract November 24, 2021

The Weekly Extract: Parsing key info out of cannabis headlines. This week's Extract covers news on Gage, AYR Wellness, Uber/Fyllo, MedMen, and Pennsylvania, with earnings reviews of Terrascend, 4Front Ventures, Riv Capital, Planet 13, Lowell Farms, The Parent Co,...

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Weekly Extract November 19, 2021

Weekly Extract November 19, 2021

Welcome to the Weekly Extract, parsing key information out of the week's cannabis headlines. This week's Extract covers 3Q21 earnings reviews of Hyrdofarm, GrowGen, Agrify, Urban-Gro, Columbia Care, Trulieve, Verano, and Jushi, Eaze, and also looks at Rx Green,...

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Weekly Extract November 16, 2021

Weekly Extract November 16, 2021

Welcome to the Weekly Extract, parsing key information out of cannabis headlines. This week's Extract recap covers Curaleaf & Tryke, Verano-Willow Brook, Tuatara-Springbig, Fyllo, earnings from GTI, Cresco, Curaleaf, Goodness, Glass House, and Ascend, and our take...

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Weekly Extract November 5, 2021

Weekly Extract November 5, 2021

Welcome to the weekly recap, parsing key information out of cannabis headlines. This recap covers Goodness Growth , Casa Verde, Scotts MiracleGro earnings, Greenrose, XS Financial, Hydrofarm, Flora, Republican bills, JPMorgan and cannabis, among others.   A quick...

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Weekly Extract October 29, 2021

Weekly Extract October 29, 2021

Welcome to the weekly recap, parsing key information out of cannabis headlines. A quick background: The weekly note has been an internal tool at MJResearchCo, providing our own opinion and analysis on top industry headlines to ensure we're up to date on cannabis news...

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