Marijuana Analysis

Curaleaf Q1 Shows Company May Have to Test Market’s Tolerance for More Borrowing

https://www.youtube.com/watch?v=cfqDTFzCkJg UPDATE: After the release of full quarterly financials, we are much more bullish on the company than we were…

May 20, 2020

The Post Roll: Earnings – Aphria, Organigram, Aurora & Valens

In this edition of The Post Roll, Thomas George and Scott Willis review the flurry of earnings releases in the…

April 15, 2020

Aphria Demonstrates Early Cannabis 2.0 Success with Q3 Revenue Beat

Canadian licensed producer Aphria (NYSE:APHA, TSE:APHA) announced a surprise beat today with revenue of C$144 million beating consensus by a…

April 15, 2020

OrganiGram’s Q2 2020 Earnings Show a Company Running Out of Cash

Organigram Holdings (TSE:OGI, NASDAQ:OGI) posted disappointing financial results for Q2 2020. More important than earnings is the company's rapidly deteriorating…

April 14, 2020

Fire and Flower Announces A $25 Million Cash Raise, Are Investors Done Being Diluted?

Back on December 17th, we wrote an article questioning Fire and Flowers' ability to pay off upcoming debt maturities. At…

April 13, 2020

The Post-Roll: Bull Market for Vice (Booze, Smokes and Pot)

  https://www.youtube.com/watch?v=Mg6DcM_e04g   In this weeks episode, we're talking about vice stocks. With much of the global population stuck indoors,…

April 10, 2020

Pot Stocks Post-Roll: Who’s Next to Kick the Bankruptcy Bucket?

With two cannabis restructurings announced in one day, it got us thinking. Is the day of reckoning finally here for…

April 1, 2020

The Post Roll: Value Case for Trulieve (TRUL) & Toxic Pot Stocks

https://youtu.be/pxI_7y698rs Scott Willis and Thomas George take stock of the battered down cannabis sector, even though sales have picked up…

March 30, 2020

Pot Stocks Post Roll: Weed Beta (VLNS), Growers vs. Suppliers (GRWG), MedMen (MMEN)

https://youtu.be/sZkIbphLZI8 In this week's edition of the Post Roll Thomas George and Scott Willis survey the coronavirus market carnage! They…

February 28, 2020