Investment Research for Your Business

“Thought leadership should be an entry point to a relationship. Thought leadership should intrigue, challenge, and inspire even people already familiar with a company. It should help start a relationship where none exists, and it should enhance existing relationships.” -Daniel Rasmus

Sophic Capital: Latest Research

Luckbox (TSXV:LUCK) – Meet the New CEO (Part 2)

Luckbox (TSXV:LUCK) – Meet the New CEO (Part 2)

In Part 1 of our interview with Real Luck Group (TSXV:LUCK, OTCQB:LUKEF) CEO Thomas Rosander, we learned about his: esports and gaming background and what brought him to Real Luck Group; strategy to grow the Company, and; past successes implementing what he calls...

Body and Mind Inc. (BAMM): Arkansas – Hog Wild for Cannabis

Body and Mind Inc. (BAMM): Arkansas – Hog Wild for Cannabis

Arkansas is a limited-license medicinal cannabis state where patients are collectively spending US$600,000 per day. Sophic Capital client Body and Mind has seized upon Arkansas’ growth opportunity with its award-winning dispensary and its cultivation operations. Limited retail competition and upcoming cultivation ramp could create a significant moat, beyond its operations in Nevada, California, and Ohio.

HIRE Technologies (HIRE) – A Stock Ready to Go “HIRE”

HIRE Technologies (HIRE) – A Stock Ready to Go “HIRE”

COVID-19 economic recovery plans will likely include government stimulus programs targeted towards re-employing millions of affected workers across the United States and Canada.
To handle this impending surge in demand, the staffing industry will have to rely more heavily on technology driven solutions. Sophic Capital client HIRE Technologies is well positioned to capitalize on these staffing trends.

Sophic Capital: Latest Research

Luckbox (TSXV:LUCK) – Meet the New CEO (Part 2)

In Part 1 of our interview with Real Luck Group (TSXV:LUCK, OTCQB:LUKEF) CEO Thomas Rosander, we learned about his: esports and gaming background and what brought him to Real Luck Group; strategy to grow the Company, and; past successes implementing what he calls...

Body and Mind Inc. (BAMM): Arkansas – Hog Wild for Cannabis

Arkansas is a limited-license medicinal cannabis state where patients are collectively spending US$600,000 per day. Sophic Capital client Body and Mind has seized upon Arkansas’ growth opportunity with its award-winning dispensary and its cultivation operations. Limited retail competition and upcoming cultivation ramp could create a significant moat, beyond its operations in Nevada, California, and Ohio.

HIRE Technologies (HIRE) – A Stock Ready to Go “HIRE”

COVID-19 economic recovery plans will likely include government stimulus programs targeted towards re-employing millions of affected workers across the United States and Canada.
To handle this impending surge in demand, the staffing industry will have to rely more heavily on technology driven solutions. Sophic Capital client HIRE Technologies is well positioned to capitalize on these staffing trends.

Luckbox (TSXV:LUCK) – Meet the New CEO

Since his days at gaming company Electronic Arts (NASDAQ:EA), Thomas Rosander has thought about the massive opportunity from combining the large, growing esports audience with betting. Now, as Real Luck Group’s new CEO, he has the opportunity and the tools to execute upon his vision, implementing a proven strategy he used at prior companies to grow players and revenues via a nuanced and data-driven marketing approach.

Sophic Capital: Past Research

Body and Mind Inc. (BAMM): Arkansas – Hog Wild for Cannabis

Arkansas is a limited-license medicinal cannabis state where patients are collectively spending US$600,000 per day. Sophic Capital client Body and Mind has seized upon Arkansas’ growth opportunity with its award-winning dispensary and its cultivation operations. Limited retail competition and upcoming cultivation ramp could create a significant moat, beyond its operations in Nevada, California, and Ohio.

HIRE Technologies (HIRE) – A Stock Ready to Go “HIRE”

COVID-19 economic recovery plans will likely include government stimulus programs targeted towards re-employing millions of affected workers across the United States and Canada.
To handle this impending surge in demand, the staffing industry will have to rely more heavily on technology driven solutions. Sophic Capital client HIRE Technologies is well positioned to capitalize on these staffing trends.

Luckbox (TSXV:LUCK) – Meet the New CEO

Since his days at gaming company Electronic Arts (NASDAQ:EA), Thomas Rosander has thought about the massive opportunity from combining the large, growing esports audience with betting. Now, as Real Luck Group’s new CEO, he has the opportunity and the tools to execute upon his vision, implementing a proven strategy he used at prior companies to grow players and revenues via a nuanced and data-driven marketing approach.

GameSquare Esports Inc. (GSQ) – The Real Deal in Esports Marketing

Customer targeting is critical in digital marketing, which can be extended to esports as well. GameSquare Esports has demonstrated that it can connect big brands to esports audiences, expanding brands’ reach. GameSquare’s M&A strategy, and execution, which is already off to a great start, could further accelerate the company’s growth in this secular growth market.

Renoworks Software Inc. (RW) – Building A Big Business with the Industry’s Biggest Enterprises

Following the initial business disruptions and lockdowns in 2020 due to the COVID-19 pandemic, home construction and renovations thrived. Sophic Capital client Renoworks Software (TSXV:RW, OTC:ROWKF) followed along, with 2020 revenues growing 20+% year-over-year.
Renoworks counts some of North America’s largest construction material manufacturers, distributors, and retailers as customers and should benefit from the continuing home renovation boom.

GameSquare Esports Inc. (GSQ) – A Cash Generative Esports Business

The number of hours of streamed esports content watched soared during 2020, with Twitch, YouTube Gaming, and Facebook Gaming collectively increasing 81% in 2020. Esports audience growth hasn’t escaped the major brands. However, marketing to esports fans is very different than marketing to older generations. Old marketing methods don’t work. GameSquare Esports has proven that it can help major brands engage esports audiences.

Body and Mind Inc. (BAMM) – Ohio Presents A Large and Growing Cannabis Opportunity

Home of Lebron James, the Rock & Roll and NFL Halls of Fame, and the birthplace of the first man on the moon, Ohio is about to expand beyond its medicinal cannabis industry and go full on recreational. Sophic Capital client Body and Mind has a strong presence in the Buckeye state, a market that could soon rival the cannabis industry in neighboring Michigan. How big could Ohio’s cannabis market become?

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