US MSOs

MariMed

May 12, 2025

MariMed (OW): Update Post 1Q25 Results

July 2, 2025

MariMed (OW): Upside From Start of DE Rec Sales

July 23, 2025

MariMed (OW): Brand & Market Trends in 2Q25

Vext Science

April 1, 2025

Vext Science (OW): Ohio to Drive EBITDA Ramp; Trading at 3X 4Q25 EBITDA

Vext Science (OW): The Stock with the Most Ohio EBITDA Upside Among MSOs

May 22, 2025

July 29, 2025

Vext Science (OW): Thoughts Ahead of the 2Q25

Planet 13 Holdings

May 15, 2025

PLNH (OW): Quantifying the FL Upsdie and 1Q Update

May 12, 2025

PLNH (OW): Review of Macro Trends Ahead of 1Q25

PLNH (OW): Read on the Latest Macro & State Data

July 21, 2025

Jushi Holdings

March 11, 2025

JUSHF (OW): Company Outlook & 4Q Review

December 10, 2024

JUSHF (OW): OH Expansion & PA Rec EBITDA Torque

JUSHF (OW): On the Stock Upside to PA Rec

May 27, 2025

Vireo Growth

VREOF (OW): Initiating Coverage of the Next Tier 1 MSO at Overweight

June 18, 2025

VREOF (OW): Debt Refinancing Delivered

July 10, 2025

Tilt Holdings

November 21, 2024

TILTF (Neutral): Updated Views & Estimates Post 3Q Print & Mgmt Call

August 21, 2024

TILTF: Downgrading to Neutral from OW

May 23, 2024

TILTF (OW): Company Update Post 1Q Print & Call

Verano

February 28, 2025

VRNOF (OW): Review of 4Q24 & Comp with Green Thumb & Trulieve

June 2, 2025

VRNOF (OW): Updated Estimates Post 1Q

Aug 11, 2025

VRNOF (OW): Updated Estimates & Benchmarking

Green Thumb Industries

February 28, 2025

GTBIF (OW): Review of 4Q24 & Benchmarking

June 2, 2025

GTBIF (OW): A Stand Out Among MSOs

Aug 11, 2025

GTBIF (OW): Updated Estimates & 2Q25 Benchmarking

Cresco

April 1, 2025

CRLBF (OW): Updated Estimates

June 2, 2025

CRLBF (OW): Updated Estimates Post 1Q and Benchmarking vs Tier 1 MSOs

Aug 11, 2025

CRLBF (OW): Updated Estimates Post 2Q25