Great write up on $MAPS as a primary benefactor of rescheduling of cannabis - includes primer, valuation, and a working model.

From someone who has studied this field for over 2 decades, I can comfortably say that virtually everything said here is inaccurate. It is incredibly disturbing to me that someone claiming to be a scientist can talk with such authority on something they clearly know nothing about

If you want to open a #cannabis #dispensary in New York - check out our friends over at Platform Cannabis Advisors - or shoot me a DM. platformcanna.com

Poseidon Investment Fund Ventures Into NY Market Via Start-Up Platform Cannabis Advisors (PCA) benzinga.com/markets/cannab… via Benzinga

Rumored that $FFNTF has laid off most of its cultivation team and cleared out all plants in Worcester, MA.

Allegedly, the facility hasn't passed a test in 6 months. (cc $IIPR)

source: bit.ly/3TE2wgc

Views on the future of cannabis retail from $GLASF, in the context of leaning into cultivation.

Less notably, haven't seen a 'Sunkist of cannabis' analogy used in a while. (iykyk)

Context: Canna stocks dipped on a rumor in WSJ of second-hand sources to DEA disputing HHS scientific findings.

Seems unlikely per Fed Reg: DEA says the agency must respect, not challenge, established medical/scientific consensus, aligning with HHS recommendation of schedule 3.

Hawthorne spin-off plans walked back at $SMG. Mgmt warming up to the capex cycle returning in cannabis.

cc $HYFM $GRWG

Colin Ferrian on the sleuth work -- follow the people, follow the money... therein lies the motivation.

Today I learned this is the Chairman of SAM lol

(And thanks for the support, Cat turd)

Michigan | Q4 2023 recap & Q1 forecast

Q4: Heroic finish, supported by higher purchase vols across nearly every category.

Q1 Est: Prices should decline, driven by inventory destocking, hopefully resulting in higher volumes.

Full write-up -> bit.ly/42yt5Yg

👀👀👀 $MAPS

One month after telling employees, $LOWLF issued a PR stating they have surrendered the facility that generates 90%+ of the company’s sales.

(h/t jungle.java )

Sounds like a reasonable $maps thesis