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48North – Structure & Current State Q2F2020

Strangely, we've never presented a Structure on 48North. Sure we've done a tour, and GoBlue's presents the lay of the land in their latest 'Quarter in Pictures', but we've not had a public look at read more

Strangely, we've never presented a Structure on 48North. Sure we've done a tour, and GoBlue's presents the read more

A Fractured Marketplace

I wrote a piece a while back, which intended to lay out the 'why's' of how the cannabis industry might resist homogenization. Perhaps for awhile at least. Cannabis is a personal experience. Whethe read more

I wrote a piece a while back, which intended to lay out the 'why's' of how the cannabis industry might resist read more

Westleaf finds a friend

WestLeaf ($WL) is a company that's flown beneath almost everyone's radar, despite having some large promise as little as a year ago. As an outfit, they check(ed) alot of boxes. Vertical? Check. E read more

WestLeaf ($WL) is a company that's flown beneath almost everyone's radar, despite having some large promise a read more

Canopy Growth “Junk in the Trunk” – February 2020

Our last look at Canopy Growth detailed some of the write-downs and 'find the weenie' nature of their statements. It was time well spent though, as incremental additions and deltas are far easier to read more

Our last look at Canopy Growth detailed some of the write-downs and 'find the weenie' nature of their stateme read more

Aurora “Junk in the Trunk” – February 2020

Well, it was a relatively dismal quarter for Aurora Cannabis. No doubt you've seen GoBlue's fulsome rundown by now, and we'll see the impacts of impairments and conversions in our graph below. We read more

Well, it was a relatively dismal quarter for Aurora Cannabis. No doubt you've seen GoBlue's fulsome rundown b read more

Going Native

TheCannalysts have always viewed advertising by companies to investors with narrowed eyes. Well, maybe 'narrowed eyes' is a bit of an understatement. A couple of weeks back, High Tide ($HITI) g read more

TheCannalysts have always viewed advertising by companies to investors with narrowed eyes. Well, maybe 'na read more