While an extreme situation – such as the current COVID-19 pandemic – can uncover weaknesses we weren’t aware of in some companies, it also serves to further highlight problems that existed before.
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Analysis
Detailed analysis and meaningful insight from industry experts.
Comp tables as of April 14, 2020: US multiples above consumer troughs for 2020 but down for 2021
Average trading multiples for U.S.-focused operators were up slightly versus last week, while the average stock price remained flattish. Canada-focused operators still trade at a premium on sales compared to U.S. operators.
Trulieve beats estimates, iAnthus defaults on debt, Harvest in multiple lawsuits & KushCo’s massive reserve for losses
The latest round of cannabis earnings highlight the potential long-term impacts of current conditions, driven by back-to-back crises and other events.
Executive Webcasts
Executive conversations with industry pioneers and cannabis investing thought leaders.
Virtual Briefing: Bull vs Bear Perspectives on the Industry
The nascent marijuana industry has its share of cheerleaders and naysayers. This session examines both angles with two seasoned investors discussing the future of the cannabis market. This session provides insight on: • What to look for when assessing cannabis investing opportunities. • What the market’s enthusiasm gets right and wrong. • What could change […]
Virtual Briefing: State of the Industry and 2020 Trends
Cannabis stocks have been crushed with the market correction, but the long-term investment case is intact. Investor Intelligence equity research analysts Craig Benhke and Mike Regan provide a framework on how to invest now for the long term, exploring: Who does (and doesn’t) have the balance sheet and business plan to survive Where do valuations bottom […]
2020 Cannabis Investing Outlook
This Investor Intelligence exclusive webcast provides analysis of the outlook for cannabis portfolios in the coming months, with special guest Scott Greiper, president of Viridian Capital Partners.
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