Recent Headlines, Commentary and Upcoming Catalysts

by AeroWeb | Aug 2, 2022 | GreenWave Buzz

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Colorado’s Medical Marijuana Market Takes A Big Hit

by Matthew Karnes | Jun 9, 2022 | GreenWave Buzz

  KEY POINTS For the third consecutive quarter, The Colorado Department of Revenue posted neg comps for cannabis both YoY and QoQ.  Q1:22 results -41% med / -13% rec YoY and  -23% med / -11% rec QoQ. The deceleration in revenue growth is consistent with what we...

Weeding Out the Illicit Market

by Matthew Karnes | May 31, 2022 | GreenWave Buzz, Macro Research

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Will a Federal Excise Tax Replace Lost 280E Revenues!

by Matthew Karnes | May 12, 2022 | GreenWave Buzz

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CASH IS KING – WHICH MSOs ARE MOST EFFICIENT?

by Matthew Karnes | May 12, 2022 | GreenWave Buzz, Macro Research

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“MORE” IS LESS BUT BEWARE OF THE SNAKE IN THE “GRASS”

by AeroWeb | Dec 23, 2021 | GreenWave Buzz

KEY POINTS: The eventual passage of the MORE Act mitigates several operational risks for cannabis businesses that touch the plant. The uncertainty around the timing of federal reform measures keeps valuations vulnerable to the impact of 280E. Most of the Multi-State...