Marijuana Analysis
Aphria Special Committee Findings Remove Large Overhang on Shares
Bottom Line The special committee findings confirm that the Quintessential Capital Management short report was nothing more than an accusation…
Canopy Growth Q2 2019 Earnings Review – Big Growth With a Big Cost Structure to Match
Bottom Line: Investors will probably like this earnings release from Canopy Growth (TSE: WEED; NYSE: CGC). Net revenue of $83…
Aurora Cannabis Q2 2019 Earnings Review – Recreational Ramp Slower Than Expected
Bottom Line Aurora has arrived as a major player in the recreational market capturing ~20% market share of rec volumes…
Significant Value Remains in Aphria: The Upside vs. Cannabis Peers
At this juncture, it's worth noting that Grizzle was the only equity research firm to take on the Aphria short…
Are the Best Returns in the Past for Marijuana Stocks? A Capital Markets Analysis
This report answers whether marijuana capital markets have gotten ahead of fundamentals. Is there upside left in marijuana stocks as…
Tilray’s Stock Pledge Looking Like an Empty Promise
The Promise Some cannabis investors may remember Namaste's "The Pledge", where management agreed not to sell shares for 90 days…
Green Growth’s Formal Aphria Offer is Lacking – Highlights Valuation Disconnect
The Green Growth offer significantly undervalues Aphria. Investors should feel comfortable owning the company as a standalone future cash flow…
U.S. Marijuana Scorecard (Winter 2019)
What is the Marijuana Scorecard? The marijuana scorecard is a tool investors can use to judge which U.S. marijuana companies are…
Aphria Q2 2019 Earnings Review – Management Cloud Lifted, Assets Free to Shine
Bottom Line We firmly believe the decision by CEO Vic Neufeld to step aside is a big move in the…
Aphria – Let the Bidding Begin
Bottom Line: Grizzle pushed back hard since the release of the recent short report that Aphria was not a worthless…