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In this Members’ Section, you can find content only for Members followed by a list of the public content accessible by anyone.

Members’ Content

Public Content

MJBizDaily: Cannabis SPACs adding nearly $1b in Cash

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 for the sector. “SPACs pump hundreds of millions of dollars into US cannabis industry

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Cannabis Comp Tables Now Regularly Published to Members

Here are MJResearchCo we are resuming the publishing of comparison tables for the marijuana, hemp/CBD, and ancillary services. We will update these weekly for MJResearchCo Members Only (to join click here), usually with some commentary on the moves in the multiples and estimates. A PDF of the comp table priced as of December 7, 2020

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Focus on Fundamentals at MJBizDaily & New Comp Table

Here is a link to my October 21, 2020 article in Marijuana Business Daily, Before election, focus on fundamentals, not emotions, in cannabis investing, in which I analyze the stock price and sentiment moves in the third quarter and the reactions in October to the VP debate and Aphria’s earnings. It also has a copy

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Schwazze Valuation Analysis

My 11 page in-depth analysis and valuation of Schwazze (SHWZ) can be read by members at the link below. Membership is free, but you must be registered. It includes: pro forma income statement and balance sheet for closing Star Buds alone pro forma income statement and balance sheet for closing both Star Buds and RootsRx

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W420 Radio – Canada VS US Cannabis Business

In this segment on on America‚Äôs Cannabis Conversation on the W420 Radio Network with host Dan Perkins, I discuss the different investment cases for the US and the Canadian cannabis markets and operators. To summarize, the Canadian market remains oversupplied while the US is booming, and the valuation discount for US operators vs Canadian operators has

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2Q20 Earnings Closes US/Canada Discount on EV/S

The discount in US-focused cannabis stocks vs Canada-focused stocks is starting to reverse, at least on EV/S, following stronger than expected results in the US, while Canada remains beset by price pressure against the illicit market. Investors must not paint all cannabis stocks with the same brush. Different states and countries are different markets with

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