Category Archives: Marijuana Analysis

With the Redecan Acquisition, HEXO is Two Years Away from a Reckoning

HEXO Corp (TSX: HEXO; NYSE: HEXO) announced last week that it is acquiring private grower Redecan, Canada’s largest privately-owned licensed producer, for $925 million CAD in cash and stock. The $925 million purchase price will be paid to Redecan shareholders ($400 million cash on closing, $525 million paid on closing through the issuance of HEXO […]

Does Pure Sunfarms Make Village Farms a Buy?

Village Farms announced this week that Pure Sunfarms (PSF) is now 100% Village Farms (Ticker: VFF). Village Farms is purchasing the remaining stake it does not own in cannabis grower Pure Sunfarms from partner Emerald Health Therapeutics. Now that Village Farms owns 100% of the lowest cost cannabis greenhouse in Canada, should investors think about […]

Aphria 1Q 2021 Earnings – Prices in Freefall

Aphria reported disappointing revenue that missed expectation by 8% and was also a decline from last quarter. The market hates declining revenue in what should be a high growth industry and sold off the stock hard as a result.   EBITDA (a proxy for cashflow) is improving, but is growing slowly and remains at low levels […]

The U.S. Election Cannabis Playbook Part 1

The election night playbook will take you through the three potential election scenarios and how they will impact cannabis laws over the next few years. The best 1:28 you can spend as a cannabis investor *For the specific stocks we are buying, check out part 2 of our playbook. Scenario 1: Democrats Win it All […]

The U.S. Election Cannabis Playbook Part 2

In part 1 of the election playbook, you learned how cannabis laws will change depending on how voters cast their ballots on November 3rd. Part 2 is where things get fun. We’re talking cannabis stocks. What we’re buying to profit from every election outcome. Grizzle built four portfolios using disciplined quantitative screens to ensure risk […]

Why Curaleaf Chairman Boris Jordan is Building Value Not Cashing Out

Grizzle sat down with the chairman of the largest cannabis company in North America to talk about the vast potential of this emerging growth industry.  If you didn’t understand the upside from potstocks before, you will after watching this interview.  Curaleaf chairman Boris Jordan is dropping industry insights you won’t find anywhere else, including why […]

Locked & Lit: The Grizzle Cannabis Portfolio

The US cannabis industry is one of the most attractive growth sectors in the stock market for investors.  The industry offers big top-line growth and companies who are cracking open a completely new legal market. However, investing in emerging growth industries is inherently risky. Most stocks will fail to live up to their hyped growth […]

Aphria Offers Big Upside if the Tilray Deal Closes

WHAT IS MERGER ARBITRAGE? Simply put, merger arbitrage is when two companies plan to merge, and the stock price of the target company trades below the proposed acquisition price due to uncertainty of if the deal will actually be completed. This difference in price, in turn, allows for an investor who believes the merger WILL […]

Is Verano the New Must Own Cannabis Stock

On December 15th, 2020, Verano Holdings, LLC announced it will be going public. But rather than completing an initial public offering (IPO), the go-public transaction will include a reverse takeover (RTO) of Majesta Minerals Inc. and a merger with AltMed, which was announced in November 2020. If this all sounds confusing and complicated, well, welcome […]