Marijuana Analysis
Cronos – No Cash, No Deal….. Tough Times
Bottom Line The leak of acquisition talks between Cronos and Altria is a classic tactic used by companies to support…
Hindenburg Hit Piece – FYI Aphria Upside not Driven by Latin America
Bottom Line: We aren't in a place to debate the allegations of whether an office exists or if a listed…
iAnthus Q3 2018 Earnings Review – Patience is a Virtue
Bottom Line iAnthus is the poster child for a company in transition. Management has proven themselves to be financially agile and…
The Cannabis Scorecard Winter 2018
What is the Cannabis Scorecard? The cannabis scorecard is a tool investors can use to judge which Canadian companies are best…
Canopy Growth Q1 2019 Earnings – The Night is Always Darkest Before the Dawn
Bottom Line: Luckily for Canopy, this was largely a meaningless quarter, because if they put up results like this in…
Tilray Q3 2018 Earnings – Is the Hype Justified?
Bottom Line This was the second quarter we got to see what Tilray is all about and we couldn't find…
Aurora Cannabis Q1 2019 Earnings – A Taste of Things to Come
Bottom Line Though earnings did not include results from early recreational sales, Aurora gave us some clues about how they…
The US and Canada are in a Race for Marijuana Branding Dominance – The US is Winning
Government Restrictions are Handicapping Canadian Brands The number one public policy goal of the Canadian government post-legalization has been to…
The Grizzle and CB1 Guide to US Cannabis Stocks
Grizzle and CB1 Capital present this comprehensive guide to publicly traded U.S. cannabis companies. All the players, valuations and facts…
Aphria – Grizzle Cannabis Conviction Call
Executive Summary Aphria is a ‘conviction call’ core holding for Grizzle in the cannabis sector, with an industry leading…