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Merida Capital Partners
Merida Capital Partners is a PE fund focusing on the ancillary verticals in the emerging cannabis industry.
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Merida Capital Partners 14h
Pick up lines you don't expect to hear except in a Toronto bar near Bay St..."My what a clean balance sheet you have" brought this up on -cannabis cos, esp. US MSOs, have very little leverage now-when cheap leverage comes-stock prices should 🚀
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Merida Capital Partners 14h
We are proud to invest in , who provides a critical tool that will help physicians and insurers better understand the patient landscape and what cannabis-based medicines are being sought for, and how those medicines are actually working.
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Merida Capital Partners 15h
Replying to @dewthelew
in that it resolves a potential disaster and risk overhang, definitely. But its been open and producing so doesn't have any earnings impact.
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Merida Capital Partners 15h
Replying to @jiggypuff420
in this case I hope she isn't "just your type"
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Merida Capital Partners 15h
For those who wonder whether MSOs who are in limited license mkts will offer lower value prop in future of less constrained licensing, reprieve in W. Hollywood is a good example of the power of being on the ground before rules change
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Merida Capital Partners 15h
I think its safe to say that Kraft and Robert Kraft are having similarly terrible days.
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Merida Capital Partners 16h
Replying to @Dayadog @todd_harrison
I assume this might be in response to something else that went over the wire last night....wink, right
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Merida Capital Partners 16h
If you want to find a silver lining from the short attack and subsequent upheaval, I just got a blast email from with updates on their Epican op in Jamaica-info and data starting to become more transparent in the space =higher valuations. Governance y'all
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Merida Capital Partners 17h
Interesting article on Fidelity's new Founder-led fund and the 3 things they look for in their Founders. Pretty good analog for cannabis investors in their initial assessments of companies.
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Merida Capital Partners Feb 21
Ja Rule in Fyre Doc-It ain't fraud, its just false advertising Elizabeth Holmes-It's not a fraud, its just a business failure. or better yet-its a wolf Theranos story can not be any more 🍌🍌 . I smell a future video game plot.
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Merida Capital Partners Feb 21
Replying to @FundamentalHype
A journalist working in strategy and M&A-that should be intriguing.
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Merida Capital Partners Feb 21
Replying to @dbrown13
Here's what I found-They must all have audit committees but it can be internal function. "Listed cos that are foreign private issuers (as such term is defined in Rule 3b-4 under the Exchange Act) are permitted to follow home-country practice"... Is internal failure worse?
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Merida Capital Partners Feb 21
completely agree-psyched to read this Ian Flemingish take on the FRS!
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Merida Capital Partners Feb 21
Now you are making me want to read this, and find those shreds of truth you refer to. And read it with the mindset that it might have opinion masquerading as fact that is a bit outside the normal FRS perspective.
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Merida Capital Partners Feb 21
Replying to @dbrown13
You can't be on the NYSE w/o an audit(read Listed Company manual rule 303A.06 ) for and if you are saying their auditor does not read their filings word for word than something is rotten in the state of Denmark.
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Merida Capital Partners Feb 21
We love and agree its poised for incredible things but let's take it one step (function) at a time. They can always raise the target but coming out of the gate, I'm sure they want to establish their ability to hit the bullseye on their analysis.
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Merida Capital Partners Feb 21
Replying to @donkey_trading
Since you asked nicely, and you have a pretty cool handle, consider it done.
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Merida Capital Partners Feb 21
If you can make it through a comprehensive Seaport Securities 200 pg global coverage report (book actually), on page 187 they gave Merida port co a buy rating and $10 PT. The first 100 or so pgs is a good primer for those just browsing mj opp. For long timers, skim away.
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Merida Capital Partners Feb 21
Unscientific but notable data point: It took fairly large story for to skip a week of cannabis articles, specifically about potential adult use legislation, which had been in 2 straight. The blockade and ultimate submarining of 's potential HQ2 in Queens.
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Merida Capital Partners Feb 21
Replying to @ScottW_Grizzle
Goodwill impairments...they are practically a CDN cannabis company already :)
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