Gross Margin as a percentage of sales for Cannabis is probably my second greatest metric obsession behind EBITDA. I recently wrote a piece on Canopy Gross Margin and if the adjustment for n read more
Gross Margin as a percentage of sales for Cannabis is probably my second greatest metric obsession behind EBI read more
When a big a moneyed partner/owner has control of your board “operational improvements” are expected. Waaay back when STZ first invested in CGC, I stated that the first thing big Private Equit read more
When a big a moneyed partner/owner has control of your board “operational improvements” are expected. read more
We all know that Canopy has the greatest market capitalization, a huge war chest of cash courtesy of Constellation, and ambitious plans on dominating the global cannabis landscape. But what if Au read more
We all know that Canopy has the greatest market capitalization, a huge war chest of cash courtesy of Constell read more
Apologies for light content this week. We were busy throwing WE Cann in Edmonton. We will get back to regular content next week including EARNINGS WEEK! Molly likes to say, “all dope is local. read more
Apologies for light content this week. We were busy throwing WE Cann in Edmonton. We will get back to regul read more
As we look at Legal Supply vs Demand and it’s eventual equilibrium, I think it’s important to start thinking about Legal Supply a little differently. A good deal of Joe Retail is looking at 2019 read more
As we look at Legal Supply vs Demand and it’s eventual equilibrium, I think it’s important to start thinki read more
I wasn’t going to post this, as there is a party going on. But a discussion emerged in the daily thread and I thought a more thought out post would be better. Monday’s announcement was a great da read more
I wasn’t going to post this, as there is a party going on. But a discussion emerged in the daily thread and read more