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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

Supreme Cannabis Co. – Structure & Current State Q2F2020

Our previous structure on Supreme ($FIRE) noted a decline in sales, growth in inventory, and pointed out what we saw as a rather heavy hand dipping into the SBC till. Still do. These financials are h read more

Our previous structure on Supreme ($FIRE) noted a decline in sales, growth in inventory, and pointed out what read more