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On Seeking Alpha's Cannabis Investing Podcast, host Rena Sherbill provides actionable investment insight and the context with which to understand the burgeoning cannabis and psychedelics industries. C-level executives, analysts and...
show moreC-level executives, analysts and sector experts share portfolio picks, highlight industry trends and help you think through your investing approach.
Transcripts: seekingalpha.com/cannabisinvestingpodcast
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The Cannabis Investing Podcast
The Cannabis Investing Podcast
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Cannabis investing masterclass with Julian Lin + Jerry Derevyanny
21 MAY 2024 · Jerry Derevyanny and https://seekingalpha.com/author/cannabis-growth-investor?source=cip_podcast:cannabis_investing_masterclass_jerry_julian break down the current state of the cannabis sector (1:00). How companies are massaging their earnings results (3:30). Proper metrics to use as the market develops (7:45). Green Thumb's growth mode and solid margins (16:05). Institutional capital and what will really make the industry soar (21:15). Thoughts on Verano and Goodness Growth (47:25). New states coming online - worthy of excitement? (57:35) NewLake Capital, cannabis REITs and dividend yields (1:08:40). Show Notes: https://seekingalpha.com/article/4670795-how-retail-investors-should-evaluate-cannabis-stocks?source=cip_podcast:cannabis_investing_masterclass_jerry_julian https://seekingalpha.com/article/4692964-what-has-verano-so-optimistic-about-the-cannabis-industry?source=cip_podcast:cannabis_investing_masterclass_jerry_julian https://seekingalpha.com/article/4565752-masterclass-redux?source=cip_podcast:cannabis_investing_masterclass_jerry_julian https://seekingalpha.com/article/4641217-newlake-capital-yields-12-percent-net-cash-balance-sheet-built-in-growth?source=cip_podcast:cannabis_investing_masterclass_jerry_julian https://seekingalpha.com/cannabisinvestingpodcast?source=cip_podcast:cannabis_investing_masterclass_jerry_julian For full access to analyst ratings, stock quant scores and dividend grades: http://seekingalpha.com/subscriptions?source=cip_podcast:cannabis_investing_masterclass_jerry_julian https://events.seekingalpha.com/event/1ec091d6-8b5a-4b82-b1e5-b35b5ec836d6/websitePage:6aa8d18d-2c76-4544-9f42-b167488210af?RefId=Speakers?source=cip_podcast:cannabis_investing_masterclass_jerry_julian -
Looking for the Bud Light of cannabis
16 MAY 2024 · Alex Carchidi talks why he's https://seekingalpha.com/author/alexander-carchidi?source=cip_podcast:bud_light_of_cannabis on the cannabis sector, but not ready to buy stocks (1:15) except for IIPR (2:15). 2 cannabis stocks worth looking at (7:25). Tilray the only international option (13:30). Who looks good in Canada (16:40). Why Alex avoids MSOS ETF (22:30). Legalization, rescheduling and incremental change (23:20). Show Notes: https://seekingalpha.com/news/4107645-biden-administration-reportedly-moves-to-reclassify-marijuana?source=cip_podcast:bud_light_of_cannabishttps://seekingalpha.com/article/4679074-trulieve-cannabis-up-over-122-percent-in-2024-but-where-does-it-go-next?source=cip_podcast:bud_light_of_cannabis https://seekingalpha.com/article/4680998-what-cannabis-reform-in-germany-means-for-north-american-marijuana-companies?source=cip_podcast:bud_light_of_cannabis https://seekingalpha.com/article/4679969-canopy-growth-is-climbing-but-it-wont-last?source=cip_podcast:bud_light_of_cannabis https://seekingalpha.com/cannabisinvestingpodcast?source=cip_podcast:bud_light_of_cannabis For full access to analyst ratings, stock quant scores and dividend grades: http://seekingalpha.com/subscriptions?source=cip_podcast:bud_light_of_cannabis https://events.seekingalpha.com/event/2024summit/regPage:9f8ea5cc-235e-4ebc-bd4f-1f8df6dac0b5?source=cip_podcast:bud_light_of_cannabis -
What has Verano so optimistic about the cannabis industry?
14 MAY 2024 · Verano (https://seekingalpha.com/symbol/VRNOF?source=cip_podcast:what_has_verano_optimistic) CEO George Archos and CIO Aaron Miles on recent earnings and why they're the most optimistic they've been (0:45). Company transparency like state by state data (7:50) and what metrics they're each focused on (12:05). Why they're so excited about Florida, Ohio and Pennsylvania (14:35). The federal regulation roller coaster (21:05). Show Notes:https://seekingalpha.com/cannabisinvestingpodcast?source=cip_podcast:mario_naric_canada_shakeout_phase https://seekingalpha.com/article/4670795-how-retail-investors-should-evaluate-cannabis-stocks?source=cip_podcast:what_has_verano_optimistic https://seekingalpha.com/article/4659014-cannabis-investors-what-you-should-know?source=cip_podcast:what_has_verano_optimistic https://seekingalpha.com/article/4690906-verano-holdings-corp-vrnof-q1-2024-earnings-call-transcript?source=cip_podcast:what_has_verano_optimistic https://seekingalpha.com/news/4103855-white-house-mum-where-biden-stands-marijuana-rescheduling?source=cip_podcast:what_has_verano_optimistic https://seekingalpha.com/cannabisinvestingpodcast?source=cip_podcast:mario_naric_canada_shakeout_phase For full access to analyst ratings, stock quant scores and dividend grades: http://seekingalpha.com/subscriptions?source=cip_podcast:what_has_verano_optimistic https://events.seekingalpha.com/event/2024summit/regPage:9f8ea5cc-235e-4ebc-bd4f-1f8df6dac0b5?source=cip_podcast:what_has_verano_optimistic -
Mario Naric on Canada's shakeout phase
30 APR 2024 · Mario Naric, CEO and Founder of Motif Labs, discusses being in the shakeout phase of cannabis in Canada (1:00). Staying private while public companies suffer (5:25). How to grow market share in Canada (12:53). Near-term reality for big Canadian LPs like https://seekingalpha.com/symbol/TLRY?source=cip_podcast:mario_naric_canada_shakeout_phase and Canopy Growth (18:00). Different products for different markets within US and Canada (23:20). Where should investors allocate their capital in this space? (40:40) Show Notes: https://seekingalpha.com/article/4578176-oh-no-canada?source=cip_podcast:mario_naric_canada_shakeout_phase https://seekingalpha.com/article/4631552-cannabis-investing-with-alan-brochstein-and-julian-lin-reits-and-canadian-lps-over-msos?source=cip_podcast:mario_naric_canada_shakeout_phase https://seekingalpha.com/news/4096610-us-drug-control-agency-reschedule-marijuana?source=cip_podcast:mario_naric_canada_shakeout_phase https://seekingalpha.com/cannabisinvestingpodcast?source=cip_podcast:mario_naric_canada_shakeout_phase For full access to analyst ratings, stock quant scores and dividend grades: http://seekingalpha.com/subscriptions?source=cip_podcast:mario_naric_canada_shakeout_phase https://motiflabs.ca/?source=cip_podcast:mario_naric_canada_shakeout_phase -
Cannabist CEO David Hart on breathtaking volatility and technical overhangs
26 FEB 2024 · David Hart recently became CEO of https://seekingalpha.com/symbol/CBSTF?source=cip_podcast:cannabist_ceo_david_hart and is focused on building a strong asset base in the US cannabis market (1:35). Metrics and internal expectations, wholesale business; finding ways to improve margin profile and cash generation (11:25). Is more transparency coming?(14:45) Thoughtful ways of approaching debt (17:10). Industry rallies, price drops and technical overhangs (26:40). Show Notes: https://seekingalpha.com/news/3993377-cresco-labs-columbia-care-call-off-merger?source=cip_podcast:cannabist_ceo_david_hart https://seekingalpha.com/article/4670795-how-retail-investors-should-evaluate-cannabis-stocks?source=cip_podcast:cannabist_ceo_david_hart https://seekingalpha.com/news/4056931-the-cannabist-company-enters-into-debt-repurchase-agreement?source=cip_podcast:cannabist_ceo_david_hart https://seekingalpha.com/symbol/CBSTF/ratings/quant-ratings?source=cip_podcast:cannabist_ceo_david_hart https://seekingalpha.com/cannabisinvestingpodcast?source=cip_podcast:cannabist_ceo_david_hart For full access to analyst ratings, stock quant scores and dividend grades: http://seekingalpha.com/subscriptions?source=cip_podcast:cannabist_ceo_david_hart -
How retail investors should evaluate cannabis stocks
15 FEB 2024 · Bengal Capital's Jerry Derevyanny shares his evolving thoughts on 280E and the process of https://seekingalpha.com/news/4054870-hhs-document-shows-recommendation-reschedule-marijuana?source=cip_podcast:how_retail_investors_should_evaluate_cannabis_stocks cannabis (2:20). Some uncomfortable truths about how investors should be evaluating cannabis stocks (8:30). When will companies become more transparent? (21:40) Who is handling debt well and who isn't (27:15). Examples of sustainable value creation in the industry (34:00). https://seekingalpha.com/cannabisinvestingpodcast?source=cip_podcast:how_retail_investors_should_evaluate_cannabis_stocks Show Notes: https://seekingalpha.com/article/4669254-bengal-capital-fy2023-letter?source=cip_podcast:how_retail_investors_should_evaluate_cannabis_stocks https://seekingalpha.com/article/4591061-where-is-the-value-in-cannabis-stocks?source=cip_podcast:how_retail_investors_should_evaluate_cannabis_stocks For full access to analyst ratings, stock quant scores and dividend grades: http://seekingalpha.com/subscriptions?source=cip_podcast:how_retail_investors_should_evaluate_cannabis_stocks -
An unvarnished look at New York + California cannabis markets
1 FEB 2024 · Katie Neer and Hirsh Jain break down the dispiriting New York and California cannabis markets (3:00). What the 2 states have gotten wrong, and why it's not being corrected (9:55). Dysfunction and pushing regulators and the law to work better (34:45). Are there investment opportunities in either market? (47:40) https://seekingalpha.com/cannabisinvestingpodcast?source=cip_podcast:unvarnished_look_ny_california_cannabis Show Notes: https://seekingalpha.com/article/4592498-unpacking-new-york-and-california-cannabis-markets?source=cip_podcast:unvarnished_look_ny_california_cannabis https://seekingalpha.com/article/4569218-whats-the-deal-with-new-york-cannabis?source=cip_podcast:unvarnished_look_ny_california_cannabis https://seekingalpha.com/article/4534430-california-cannabis-market-deep-dive-part-ii-podcast-transcript?source=cip_podcast:unvarnished_look_ny_california_cannabis For full access to analyst ratings, stock quant scores and dividend grades: http://seekingalpha.com/subscriptions?source=cip_podcast:unvarnished_look_ny_california_cannabis https://twitter.com/canpod1?source=cip_podcast:unvarnished_look_ny_california_cannabis on Twitter https://www.dickinsonavella.com/katie-neer?source=cip_podcast:unvarnished_look_ny_california_cannabis https://twitter.com/anandastrategy?source=cip_podcast:unvarnished_look_ny_california_cannabis -
Alan Brochstein on rescheduling overexcitement, MSOs, Canada and the burden of 280E
25 JAN 2024 · Alan Brochstein thinks investors are overly excited about the recent rescheduling announcement, which he says is really no news at all (2:20) Balance sheets, debt, income tax payable and the burden of 280E (4:00) California and New York continuing challenges (23:20) What's right and wrong with Canada (32:30) Broad and specific thoughts on MSOs (38:10). https://seekingalpha.com/mp/1417-420-investor/subscribe?source=cip_podcast:alan_brochstein_rescheduling_overexcitement_msos_280e https://seekingalpha.com/cannabisinvestingpodcast?source=cip_podcast:alan_brochstein_rescheduling_overexcitement_msos_280e Show Notes: https://seekingalpha.com/article/4644914-beaten-up-planet-13-solid-cannabis-investment?source=cip_podcast:alan_brochstein_rescheduling_overexcitement_msos_280e https://seekingalpha.com/article/4664062-trulieve-is-cheap-but-perhaps-risky?source=cip_podcast:alan_brochstein_rescheduling_overexcitement_msos_280e https://seekingalpha.com/article/4661513-curaleaf-is-a-bad-cannabis-investment?source=cip_podcast:alan_brochstein_rescheduling_overexcitement_msos_280e https://seekingalpha.com/article/4660562-why-organigram-is-my-favorite-cannabis-stock?source=cip_podcast:alan_brochstein_rescheduling_overexcitement_msos_280e https://seekingalpha.com/article/4631552-cannabis-investing-with-alan-brochstein-and-julian-lin-reits-and-canadian-lps-over-msos?source=cip_podcast:alan_brochstein_rescheduling_overexcitement_msos_280e For full access to analyst ratings, stock quant scores and dividend grades: http://seekingalpha.com/subscriptions?source=cip_podcast:alan_brochstein_rescheduling_overexcitement_msos_280e https://twitter.com/canpod1?source=cip_podcast:alan_brochstein_rescheduling_overexcitement_msos_280e on Twitter -
De-risking psychedelics: Compass Pathways, Cybin and Atai
9 JAN 2024 · Alex Carchidi https://seekingalpha.com/author/alexander-carchidi?source=cip_podcast:derisking_psychedelics_compass_cybin_atai us on the psychedelic sector and what critical catalysts are approaching (1:30). Why Compass Pathways, Cybin, and Atai make the most sense for investors at this point (15:00). Pros and cons of 4 main industry stocks, including MindMed (29:50). https://seekingalpha.com/cannabisinvestingpodcast?source=cip_podcast:derisking_psychedelics_compass_cybin_atai Show Notes: https://seekingalpha.com/article/4617387-psychedelic-stocks-super-risky-biotechs-low-on-cash-make-small-bets?source=cip_podcast:derisking_psychedelics_compass_cybin_atai https://seekingalpha.com/article/4616920-psychedelic-stocks-dont-bet-on-just-1-company?source=cip_podcast:derisking_psychedelics_compass_cybin_atai https://seekingalpha.com/article/4568576-scrutinizing-psychedelic-stocks?source=cip_podcast:derisking_psychedelics_compass_cybin_atai https://seekingalpha.com/article/4560100-cybin-a-leading-early-stage-psychedelics-play?source=cip_podcast:derisking_psychedelics_compass_cybin_atai For full access to analyst ratings, stock quant scores and dividend grades: http://seekingalpha.com/subscriptions?source=cip_podcast:derisking_psychedelics_compass_cybin_atai https://twitter.com/canpod1?source=cip_podcast:derisking_psychedelics_compass_cybin_atai on Twitter -
Investing In cannabis? Stay patient, be ready
4 JAN 2024 · A rundown of reasons to be https://seekingalpha.com/news/4052105-cannabis-stocks-gain-amid-report-dea-reviewing-legal-status?source=cip_podcast:investing_cannabis_stay_patient_be_ready and some compelling advice from some of our favorite 2023 https://seekingalpha.com/cannabisinvestingpodcast?source=cip_podcast:investing_cannabis_stay_patient_be_ready. Why https://seekingalpha.com/article/4637773-chris-demuth-talks-cannabis-safe-banking-plus-shf-holdings?source=cip_podcast:investing_cannabis_stay_patient_be_ready likes the opportunity in cannabis (1:20) https://seekingalpha.com/article/4631552-cannabis-investing-with-alan-brochstein-and-julian-lin-reits-and-canadian-lps-over-msos?source=cip_podcast:investing_cannabis_stay_patient_be_ready on M&A, debt and disappointment (10:05) https://seekingalpha.com/author/alan-brochstein-cfa?source=cip_podcast:investing_cannabis_stay_patient_be_ready waiting for catalysts while working through tough times (12:20) https://seekingalpha.com/article/4636345-is-it-really-time-to-be-bullish-on-cannabis-stocks?source=cip_podcast:investing_cannabis_stay_patient_be_ready discusses the best way to invest in this space (13:35) https://seekingalpha.com/article/4635860-cannabis-stocks-have-been-rallying-but-when-will-capital-flow-into-the-industry?source=cip_podcast:investing_cannabis_stay_patient_be_ready on SG&A containment, gross margins and using the right metrics (17:20). https://seekingalpha.com/cannabisinvestingpodcast?source=cip_podcast:investing_cannabis_stay_patient_be_ready For full access to analyst ratings, stock quant scores and dividend grades: http://seekingalpha.com/subscriptions?source=cip_podcast:investing_cannabis_stay_patient_be_ready https://twitter.com/canpod1?source=cip_podcast:investing_cannabis_stay_patient_be_ready on Twitter
On Seeking Alpha's Cannabis Investing Podcast, host Rena Sherbill provides actionable investment insight and the context with which to understand the burgeoning cannabis and psychedelics industries. C-level executives, analysts and...
show moreC-level executives, analysts and sector experts share portfolio picks, highlight industry trends and help you think through your investing approach.
Transcripts: seekingalpha.com/cannabisinvestingpodcast
Information
Author | Seeking Alpha |
Categories | Investing |
Website | seekingalpha.com |
podcastmanagement@seekingalpha.com |
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