Episodi
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Jerry Derevyanny and Julian Lin 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:
How Retail Investors Should Evaluate Cannabis Stocks
What Has Verano So Optimistic About The Cannabis Industry?
MasterClass In Cannabis Investing Redux
My Top Pick: NewLake Capital Yields 12% With Net Cash Balance Sheet And Built-In Growth
Episode transcripts
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Alex Carchidi talks why he's bullish 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:
Biden administration reportedly moves to reclassify marijuanaTrulieve Cannabis: Up Over 122% In 2024, But Where Does It Go Next?
What Cannabis Reform In Germany Means For North American Marijuana Companies
Canopy Growth Is Climbing, But It Won't Last
Episode transcripts
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Episodi mancanti?
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Verano (VRNOF) 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:
How Retail Investors Should Evaluate Cannabis Stocks
Cannabis Investors - What You Should Know
Verano Holdings Q1 2024 Earnings Call Transcript
White House mum on where Biden stands with marijuana rescheduling
Episode transcripts
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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 Tilray 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:
Oh No, Canada
Cannabis Investing With Alan Brochstein & Julian Lin - REITs And Canadian LPs Over MSOs
DEA to reschedule marijuana as a less dangerous drug: AP
Episode transcripts
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Motif Labs -
David Hart recently became CEO of The Cannabist Company 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:
Cresco Labs, Columbia Care call off merger
How Retail Investors Should Evaluate Cannabis Stocks
The Cannabist Company enters into debt repurchase agreement
Seeking Alpha’s Quant Rating on Cannabist
Episode transcripts
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Bengal Capital's Jerry Derevyanny shares his evolving thoughts on 280E and the process of rescheduling 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).
Episode transcripts
Show Notes:
Bengal Capital FY2023 Letter
Where Is The Value In Cannabis Stocks?
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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)
Episode transcripts
Show Notes:
Unpacking New York And California Cannabis Markets
What's The Deal With New York Cannabis?
California Cannabis Market - Deep Dive, Part II
For full access to analyst ratings, stock quant scores and dividend grades: seekingalpha.com/subscriptions
Cannabis Investing Podcast on Twitter
Katie Neer
Hirsh Jain -
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).
Subscribe to Alan's 420 Investor
Episode transcripts
Show Notes:
Beaten-Up Planet 13 Is A Solid Cannabis Investment
Trulieve Is Cheap But Perhaps Risky
Curaleaf Is A Bad Cannabis Investment
Why Organigram Is My Favorite Cannabis Stock
Cannabis Investing With Alan Brochstein & Julian Lin - REITs And Canadian LPs Over MSOs
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Cannabis Investing Podcast on Twitter -
Alex Carchidi updates 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).
Episode transcripts
Show Notes:
Psychedelic Stocks = Super-Risky Biotechs Low On Cash. Make Small Bets.
Psychedelic Stocks: Don't Bet On Just 1 Company
Psychedelic Sunday: Scrutinizing Psychedelic Stocks
Cybin: A Leading Early-Stage Psychedelics Play
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Cannabis Investing Podcast on Twitter -
A rundown of reasons to be hopeful and some compelling advice from some of our favorite 2023 conversations. Why Chris DeMuth likes the opportunity in cannabis (1:20) Julian Lin on M&A, debt and disappointment (10:05) Alan Brochstein: waiting for catalysts while working through tough times (12:20) Jesse Redmond discusses the best way to invest in this space (13:35) Emily Paxhia on SG&A containment, gross margins and using the right metrics (17:20).
Episode Transcripts
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Cannabis Investing Podcast on Twitter -
Nick Gastevich, aka CannaVestments, talks Q3 cannabis efforts; avoiding dilution, equity raises or adding further debt (2:30). Navigating the industry as a retail investor; companies that protect shareholders (14:00). The future of 280E, catalysts definitely needed (24:00). 7 stocks - what's working, what's not (30:00).
Show Notes:
What Cannabis Stocks Should Be In Your Portfolio?
Searching For Cannabis Catalysts
Cannabis Investors Should Be Looking For Good Stewards Of Capital
Episode Transcripts
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CannaVestments on Twitter
Cannabis Investing Podcast on Twitter -
TerrAscend's Executive Chairman Jason Wild returns. Focused on not spreading itself too thin ("we'd rather be more focused, spend more money, get more scale, like we did in Jersey") and why not all EBITDA numbers are created equally (8:50). Should cannabis companies pay their taxes? (11:40) Pushing for real legislative change with famed lawyer David Boies (13:30).
Show Notes:
TerrAscend GAAP EPS of -$0.04
Better Margins In Cannabis
Episode Transcripts
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Do ETFs make sense for everyone? ETF expert Rob Isbitts discusses his thesis on cannabis ETFs and the importance of understanding their structure and holdings (8:00). The need for a diversified but not overly diversified portfolio and the importance of technical analysis in evaluating ETFs (24:50).
Show Links:
MSOS: An Industry-Wide Catalyst Approaches
A Close Look At 13 Cannabis ETFs
Defying The Odds, ETFMG Alternative Harvest Outperforms Other Cannabis ETFs
Covered Call ETFs And The Limitations Of Stocks
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Cannabis Investing Podcast on Twitter
Rob Isbitts on Twitter -
Chris DeMuth talks about investing in the cannabis industry (1:30) legalization, SAFE banking and whether the investment community cares (9:00) and why he's so bullish on SHF Holdings (14:45).
Subscribe to Chris' Sifting The World
Transcript on Seeking Alpha
Show Notes
Sifting The World Day One
SPAC Week II: Cannabis SPACs
A Close Look At 13 Cannabis ETFs
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Cannabis Investing Podcast on Twitter
Chris DeMuth on Twitter -
Jesse Redmond returns to discuss why it's ok to be bullish on the cannabis industry (4:30) political catalysts, 280E and excise taxes (12:15) picking companies based on your investing horizon (15:00) Green Thumb's dominance and lack of transparency (20:55) AYR's debt strategy (23:10) Trulieve's tough period (21:00) California players (38:00) and TerrAscend's innovation and execution (44:55).
Transcripts on Seeking Alpha
Show Notes:
Who Can Survive In Cannabis?
Cannabis stocks rally amid reports DEA may reclassify drug as less risky
Evaluating Advisor Shares Cannabis ETFs
Where Is The Value In Cannabis Stocks?
Ayr Wellness CEO David Goubert Focused On Debt And Cash
Ascend's Attractive Assets
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Jesse Redmond on Twitter
Cannabis Investing Podcast on Twitter
Water Tower Research -
Emily Paxhia discusses recent positive news for the industry and its accompanying rally (2:00), the long-term play in cannabis, especially for retail investors (6:10), Green Thumb's share repurchase and can any other operator keep up? (13:40) TerrAscend's smart TSX move (16:10) New York, California, Glass House scale, private companies and the Gold Flora deal (18:20) and looking at the right metrics (27:35).
Transcripts on Seeking Alpha
Show Notes:
Where Is The Value In Cannabis Stocks?
Tremendous Opportunity In Cannabis
The Curious Cannabis Industry
California's Cannabis Market - A Deep Dive
California Cannabis Market - Deep Dive, Part II
MSOS: Cannabis Stocks Soar On HHS Recommendation To Reschedule, Buy These 3 Stocks Now
Cannabis stocks extend rally amid positive news on regulatory front
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Poseidon
Cannabis Investing Podcast on Twitter
Emily Paxhia on Twitter -
Alan Brochstein and Julian Lin discuss investing in cannabis stocks and mistakes made along the way (3:00). Why companies should be more aggressive in paying down debt (9:00) Investing timelines and federal legalization (19:00) Cannabis REITs and Canadian LPs over MSOs (23:45).
Subscribe to Julian's Cannabis Growth Investor
Subscribe to Alan's 420 Investor
Show Notes:
Innovative Industrial: Top Cannabis Pick With 9% Dividend Yield
MasterClass In Cannabis Investing Redux
Top Cannabis Picks To Buy And Celebrate 4/20: MSOS And NewLake Capital
Not Necessarily Time To Buy Cannabis Stocks - Alan Brochstein
Organigram Is Still My Favorite Cannabis Stock
Curaleaf Could Fall To $2
Trulieve Offers An Excellent Entry
Transcripts on Seeking Alpha
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Enosis Therapeutics combines virtual reality with psychedelic psychotherapy protocols. Founders Dr. Prashanth Puspanathan and Agnieszka Sekula discuss why VR makes sense for psychedelic therapy and where capital should really be allocated to in the space.
Episode transcripts can be found on Seeking Alpha
For full access to analyst ratings, stock quant scores and dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions. -
Paul Trowe talks about going from crypto to cannabis by founding Herban Bud in Austin, Texas (5:00). Breaking down cannabinoids and legal loopholes: THC, THCA, Delta 8 and Delta 9 (9:25) Texas, cannabis legalization and educating law enforcement and government (14:15). Maintaining integrity in a shady lane of the industry (27:00) Paul's thoughts on Bitcoin and Ethereum and why he's not currently invested in equities (34:15).
Episode transcripts can be found on Seeking Alpha
For full access to analyst ratings, stock quant scores and dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.
Herban Bud
NORML
Last Prisoner Project -
Analyst Alex Carchidi returns to update investors on the psychedelics industry. This is the full conversation of an interview originally published on Investing Experts.
(2:50) Industry's collapse and consolidation(5:00) Compass Pathways timeline for clinical trials(15:00) Super-risky biotech companies low on cash - don't bet on just 1 company(21:20) Atai and Cybin's recent wins(32:55) Ketamine clinics and viable business modelsPsychedelic Sunday: Scrutinizing Psychedelic Stocks
Cybin: A Leading Early-Stage Psychedelics Play
Psychedelic Sunday: Mushrooms Are The Key - Red Light Holland CEO Todd Shapiro
Numinus CEO Payton Nyquvest On Transforming Healthcare With Psychedelics
Podcast transcripts on Seeking Alpha
Cannabis Investing Podcast Twitter - Mostra di più