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Blogs

Follow up: Canopy’s “Junk in the Trunk” Oct 2019

I'm putting together a "Junk in the Trunk" graph each day this week. They're very work intensive up front, but once the initial model is done, pretty much chimp work from there. Unless ParentCo. dec read more

I'm putting together a "Junk in the Trunk" graph each day this week. They're very work intensive up front, b read more

Aurora Cannabis – “Junk in the Trunk” Oct 2019

As our build of these graphs continues, we'll begin to see how companies assets (and optionality) are shaped by additions and their respective capital structure. In some cases, 'Goodwill' is going to read more

As our build of these graphs continues, we'll begin to see how companies assets (and optionality) are shaped read more

The Imperial Force

Something I’ve seen emerge over the years in growth companies is what I call the ‘Imperial Effect’. One of the advantages of being a consultant for most of my professional life - or ‘hired read more

Something I’ve seen emerge over the years in growth companies is what I call the ‘Imperial Effect’. read more

High Tide – Structure & Current State Q3F2019

Following our last look at High Tide, a new set of financials is now out, and I’ve been looking forward to seeing how this retail company is developing. We’ve looked at Fire & Flower ($FAF), read more

Following our last look at High Tide, a new set of financials is now out, and I’ve been looking forward to read more

Aphria Inc. – “Junk in the Trunk” Oct 2019

This company was the target of a short last fall, and the resulting share price fluctuations have at various points both magnified and diminished potential optionality in the capital structure.  read more

This company was the target of a short last fall, and the resulting share price fluctuations have at various read more