Tag: US
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Reading between the lines: Nutritional High’s (EAT.C) misplaced weed, and 1933’s (TGIF.C) respectable loss
Back in mid-2018, when everyone was talking about how MedMen (MMEN.C) was going to be the biggest weed debut ever, one of my guys looked at their listing docs, specifically under the section relating to executive compensation. What they found was egregious; the founders had all the shareholder votes, giant compensation packages, insane retention bonuses,…
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Cannabis Life Sciences (CSE:CLSH.U): The US multi state operator value pick
I love it when the market is busy fighting over inflated market caps, because I’m a Moneyball guy. I like value, and while a lot of money has moved toward Canadian cannabis operators in recent years, the size of the market down south is only now starting to become clear. There’s still some value floating…
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CROP Infrastructure (CROP.C) cashing in on Washington State’s $1.4 billion cannabis industry
Back in the day, when the cannabis craze was first dropping on the public markets, Canadians were forbidden from doing deals to buy Washington State cannabis growers. You had to be a local to get a license, and the method used to get one of those was comical. You had to fill out a form…
