Mike Regan
Mike ReganInvestment Analyst, following cannabis sector for 4+ years; now Director of Research at Excelsior Equities
| Platform |  | Pricing | Only free issues | Publishes | Infrequently |
|---|---|---|---|---|---|
| Issues | 3 | Subscribers | Read | mikeregan.substack.com |
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Latest Issues
Recent posts by this newsletter. Browse the email archive.
Brand Spin Baby Steps at GTI & Agrify
On January 2, 2025, I published a thesis that GTI could create $150 million to $3 billion of value if it sold all of its brands to Agrify and then leased them back to GTI, creating value via an Agrify BrandCo + GTI OpCo structure.
Hemp vs. Marijuana is Bananas
The US laws and interpretations of what is defined as cannabis, hemp, and marijuana conflict and are vague or overspecified, leading to numerous confusing products and markets. The laws could be called crazy, nuts, or bananas - which is a s...
GTI and Agrify: Tearing Pages from the John Malone and Coke Playbooks
##### Disclosure: This is not financial advice, and is intended for sophisticated professional investors and company executives. This is a thought experiment of how two publicly traded companies could potentially create value in a hypotheti...
Authors
The writers behind this newsletter.
Ad Maiorem Corpus Callosum: Ideas blending art & science, logic & creativity, seeing what is & what could be. Investment & Strategic Analyst for 20+ years; formerly Founding Partner & Director of Research of Excelsior Equities; Musician.
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