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Tilray

Tilray “Junk in the Trunk” – March 2020

Tilray's final quarter of fiscal 2019 dropped yesterday, and we see some changes in our graph. Share price declines have muted the impact of optionality somewhat. Due to the expanse of RSU's and p read more

Tilray's final quarter of fiscal 2019 dropped yesterday, and we see some changes in our graph. Share price read more

Four Corner Fundamental Metrics – Tilray

Welcome to our second iteration of “Four Corner Fundamental Metrics”.   The first was on Canopy and is here, Aurora, Aphria, and Organigram .  If you want to get some of the “ read more

Welcome to our second iteration of “Four Corner Fundamental Metrics”.   The first was on Canopy read more

Tilray – “Junk in the Trunk” Oct 2019

It’s interesting to look back over several financials and find something that you had missed. Or perhaps something one hadn’t thought much of at the time, but bore out to have a significant impac read more

It’s interesting to look back over several financials and find something that you had missed. Or perhaps so read more

Gross Margin – Why my obsession?

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