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Micah Tapman

Micah Tapman
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Recent Posts

Marijuana Investment Verticals

Posted by Micah Tapman on Aug 4, 2016 7:00:00 AM

Let's define some verticals in the marijuana market for future reference and focus.

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Topics: Investing

The Cole Memo: From the Horse's Mouth

Posted by Micah Tapman on Jul 29, 2016 6:00:00 AM

MJBizDaily posted a terrific interview with former Deputy Attorney General James Cole regarding his definitive memos in 2011, 2013, and 2014. The most famous of these is the Cole Memo of 2013, which outlined eight priorities for DOJ/law enforcement with regards to state-legal cannabis markets.

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Topics: Investing, Legal

The Disruption of Dollar Shave Club

Posted by Micah Tapman on Jul 27, 2016 3:43:07 PM

Here's a great write-up by the New York Times on the underlying economics and social impact of the $1 billion acquisiiton of Dollar Shave Club by Unilever. "$1 Billion for Dollar Shave Club: Why Every Company Should Worry" by Steven Davidoff Solomon.

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Topics: News

Valuation Magic: 4 Dollar Shave Club Data Points

Posted by Micah Tapman on Jul 20, 2016 5:34:49 PM

Unilever purchased Dollar Shave Club for an even one billion dollars. Let's look at four metric from publicly available data (WSJ - paywall) on the transaction.

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Topics: Analysis, Investing

Is Yahoo! a Pig in Lipstick or a Unicorn in Disguise?

Posted by Micah Tapman on Jul 19, 2016 3:42:28 PM

I hold some Yahoo! stock so I've been keeping a close eye on the "auction" process currently underway. Despite the hype I still tend to believe in the underlying fundamentals of the company for several reasons, one of which was highlighted halfway through a WSJ article. Here's a quick quote:

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Topics: Analysis

What Would Schedule 2 Mean?

Posted by Micah Tapman on Jul 5, 2016 12:34:31 PM

Over the last few weeks I've fielded the question "what would schedule 2 mean?" at least a dozen times. And the question isn't just coming from newcomers but from experienced investors, entrepreneurs, and advocates. Unfortunately, I don't have the answer.

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Topics: Legal