Category Archives
26 Articles

Curaleaf – CURA

Curaleaf – Structure & Current State Q3 F2020

It's been awhile since our last Structure on Curaleaf ($CURA) saw the Select acquisition - and it's $320MM of intangibles/goodwill purchased for some $302MM(!), with potential for another $330MM in e read more

It's been awhile since our last Structure on Curaleaf ($CURA) saw the Select acquisition - and it's $320MM of read more

Buy Now, Act Fast! Part IV

In the last post in this series, we looked at the 'Retail' link in the value chain. This series is to remind the reader that recent ebullience in sector prices must be tempered by the fact that a read more

In the last post in this series, we looked at the 'Retail' link in the value chain. This series is to rem read more

Curaleaf – Structure & Current State Q1 F2020

Financials are going to be coming fast and furiously - the fast turn following from so many year ends, and COVID related delays from others. MSO seasonality is also one of the reasons - and the ti read more

Financials are going to be coming fast and furiously - the fast turn following from so many year ends, and CO read more