Our last structure on Supreme was the first in quite awhile. The leverage and optionality they took on in years prior had worked to rangebound their stock, while aggressive SBC has made the company f read more

Our last structure on Supreme was the first in quite awhile. The leverage and optionality they took on in yea read more

One step forward, one step back. Last time we’d looked at $FIRE through a ‘Junk in the Trunk’ lens, share price degradation and successive (and aggressive) SBC strikes by management and earl read more

One step forward, one step back. Last time we’d looked at $FIRE through a ‘Junk in the Trunk’ lens, read more

Here is Supreme’s Earnings Release Here is Molly’s Structure & Current State for June 30, 2019. This is suggested to be read in companion to the Q in Pics. Overview First off, I wa read more

Here is Supreme’s Earnings Release Here is Molly’s Structure & Current State for June 30, 2019. T read more

Well, we have to go back in time awhile to check in on the last structure I’d done on Supreme. 14 months having passed to be precise. $FIRE was one of the first companies I followed closely early o read more

Well, we have to go back in time awhile to check in on the last structure I’d done on Supreme. 14 months ha read more

There’s an interesting story from the movie business that’s a good analogy for the future of cannabis. A theme around ‘purists’ versus ‘mass market’……that I believe informs us somewha read more

There’s an interesting story from the movie business that’s a good analogy for the future of cannabis. A read more