BRIAN HOLLER / THE ARCHIVE
investing
Reporting, observations, and practical ideas from business, cannabis, media, culture, and the places they meet.
Curaleaf Just Raised Its Aurora Bid 25 Percent to $5 a Share. Here Is the Operator Playbook
Curaleaf’s higher Aurora bid is less interesting as deal theater than as an operator lesson in acquisition discipline: price, financing, strategic fit and integration determine whether buying growth…
Verano Puts Virginia First for 2027 Growth and Keeps Texas in the Pipeline
Verano’s focus on Virginia while keeping Texas as a longer-term option shows how multistate growth depends on regulatory readiness, not just population. Attractive markets can still be bad…
Curaleaf Owed a Farmer $31.8 Million. The Sixth Circuit Let It Walk Away.
The Curaleaf–Hello Farms dispute shows how federal illegality can turn from industry burden into litigation strategy. Cannabis contracts are only as useful as the courts willing to enforce…
Where Medical Cannabis Can Still Deliver Returns: A 12 Market Reality Check for 2026
A 12-market medical-cannabis survey shows why international opportunity cannot be reduced to population or headline legalization. Access, protectionism, GMP requirements and regulatory consistency determine whether growth becomes investable.
Trulieve and Curaleaf Hit the Index Funds: Why S&P and FTSE Inclusion Is Cannabis’s Capital Markets Milestone
Index inclusion for Trulieve and Curaleaf matters because passive capital follows eligibility rules, not cannabis narratives. Broader benchmark access can change liquidity and institutional participation even before sentiment…
Cannabis Expansion vs Shareholder Value: What Five Years of SEC Filings Reveal
Five years of SEC filings provide a better test of cannabis expansion than press releases do. Bigger footprints only create value when growth spending improves cash flow, returns…
FIND YOUR NEXT THREAD