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Research: CorridorAlpha proprietary perspectives. Case studies: fictional client engagements, showing how we think. Reviews: Mitchell Osak’s Cannabis Management Review, loaded live from Substack.
Research articles are illustrative: all case-study companies and countries are fictional. Not factual research reports or investment recommendations.
Case studies are fictional engagements: every client, company and country is invented. They illustrate how we work, not delivered results.
Research · 01 · 23 Oct 2026
Equity research
Equity research · Illustrative · 5 min
Short selling: when the growth story outruns the cash.
A fictional operator puts the gap between reported growth and financial resilience under the microscope.
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Research · 02 · 23 Oct 2026
Policy brief
Policy brief · Illustrative · 5 min
Veloria: legalisation is a starting line, not a policy outcome.
A fictional country weighs public health, illicit-market displacement and the economics of a regulated cannabis market.
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Research · 03 · 23 Oct 2026
Investment strategy
Investment strategy · Illustrative · 4 min
A licence is not a moat: diligence beyond the permit.
A fictional acquisition shows why regulatory access, operating capability and investable value are different things.
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Case study · 04 · 23 Oct 2026
Pension funds & asset owners
Case study · Illustrative · 4 min
Meridian Pension Trust: right-sizing a legacy cannabis allocation.
A fictional pension fund tests whether its early-era cannabis exposure still stands on today’s evidence.
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Case study · 05 · 23 Oct 2026
Governments & regulators
Case study · Illustrative · 5 min
The Republic of Aravelle: a regulator’s market workshop.
A fictional ministry uses a structured workshop to stress-test its cannabis licensing design before writing it.
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Case study · 06 · 23 Oct 2026
Family offices & private investors
Case study · Illustrative · 4 min
Ostveld Capital: testing a plant-touching conviction.
A fictional family office pressure-tests its retail-expansion thesis before committing capital.
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