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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. Sector experts, top analysts...
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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.
Sector experts, top analysts and C-level executives highlight industry trends, share portfolio strategies and help you think through your investing approach.
Transcripts: seekingalpha.com/cannabisinvestingpodcast
show less
Sector experts, top analysts and C-level executives highlight industry trends, share portfolio strategies and help you think through your investing approach.
Transcripts: seekingalpha.com/cannabisinvestingpodcast
The Cannabis Investing Podcast
The Cannabis Investing Podcast
28 AUG 2024 · Ayr Wellness CEO David Goubert talks 'very balanced' Q2 earnings. (1:15) Focus on state footprints: Florida legalization, Ohio's nice rollout. (6:00) Debt and dilution: progress and strategies. (8:15) Any plans to grow hemp? (21:15) Industry valuations as the market evolves and legalization develops. (23:00) How to establish a national brand and the general cannabis retail picture. (36:00)
https://seekingalpha.com/author/the-cannabis-investing-podcast?source=cip_podcast:ayr_ceo_david_goubert_florida_ohio_q2
Show Notes:
https://seekingalpha.com/article/4595151-ayr-wellness-ceo-david-goubert-focused-on-debt-and-cash?source=cip_podcast:ayr_ceo_david_goubert_florida_ohio_q2
https://seekingalpha.com/news/4144064-cannabis-stocks-watch-dea-hearing-rescheduling?source=cip_podcast:ayr_ceo_david_goubert_florida_ohio_q2
https://seekingalpha.com/article/4711657-ayr-wellness-inc-ayrwf-q2-2024-earnings-call-transcript?source=cip_podcast:ayr_ceo_david_goubert_florida_ohio_q2
https://seekingalpha.com/article/4713387-florida-mso-trump-card?source=cip_podcast:ayr_ceo_david_goubert_florida_ohio_q2
For full access to analyst ratings, stock quant scores and dividend grades, subscribe to Seeking Alpha Premium at http://seekingalpha.com/subscriptions?source=cip_podcast:ayr_ceo_david_goubert_florida_ohio_q2
15 AUG 2024 · Jason Najum has https://seekingalpha.com/author/jason-najum?source=cip_podcast:psychedelic_stocks_focus_on_their_cash the psychedelic space for a long time and contextualizes recent https://seekingalpha.com/article/4711635-mindmed-and-other-psychedelic-stocks-brace-for-fdas-decision-on-mdma-therapy?source=ie_podcast:psychedelic_stocks_focus_on_their_cash around the FDA, MDMA, PTSD and Lykos Therapeutics (1:35). Blessing in disguise for Cybin, COMPASS Pathways and MindMed (14:30)? Trial data and cash in the bank are top signifiers of success (22:35). How Atai fell behind and dropped out of the conversation (24:00). Upcoming catalysts - patience required (26:35). For psychedelic medicine, does it matter who's in the White House (29:30)?
https://seekingalpha.com/author/the-cannabis-investing-podcast?source=cip_podcast:psychedelic_stocks_focus_on_their_cash
Show Notes:
https://seekingalpha.com/article/4713654-fdas-mdma-decision-setback-but-long-term-outlook-psychedelic-stocks-unchanged?source=cip_podcast:psychedelic_stocks_focus_on_their_cash
https://seekingalpha.com/article/4697576-mindmed-despite-mdma-space-setback-hope-remains-in-light-of-differentiating-factors?source=cip_podcast:psychedelic_stocks_focus_on_their_cash
https://seekingalpha.com/article/4695833-atai-enormous-potential-upside-but-no-clarity-yet?source=cip_podcast:psychedelic_stocks_focus_on_their_cash
https://seekingalpha.com/article/4661941-de-risking-psychedelics-compass-pathways-cybin-and-atai?source=cip_podcast:psychedelic_stocks_focus_on_their_cash
For full access to analyst ratings, stock quant scores and dividend grades, subscribe to Seeking Alpha Premium at http://seekingalpha.com/subscriptions?source=cip_podcast:psychedelic_stocks_focus_on_their_cash
18 JUL 2024 · On June 18 at our Seeking Alpha Investing Summit, Pablo Zuanic, Tim Seymour, and https://seekingalpha.com/author/julian-lin discussed how to best invest in the sector (0:20). Best metrics to use when evaluating cannabis stocks (4:40). At this point in time, what is the best way to get into the sector? (19:00) Rescheduling, the Trump factor, investing in an election year (26:40). Originally published https://seekingalpha.com/article/4701262-cannabis-investing-in-the-age-of-legalization?source=cip_podcast:cannabis_investing_age_of_legalization with video.
https://seekingalpha.com/checkout/mp_1282?source=cip_podcast:cannabis_investing_age_of_legalization
Show Notes:
https://seekingalpha.com/article/4696587-new-lake-capital-iipr-and-cannabis-reits?source=cip_podcast:cannabis_investing_age_of_legalization
https://seekingalpha.com/article/4652045-cannabis-etf-deep-dive?source=cip_podcast:cannabis_investing_age_of_legalization
https://seekingalpha.com/article/4701179-a-new-age-for-crypto?source=cip_podcast:cannabis_investing_age_of_legalization
https://seekingalpha.com/news/4108876-marijuana-rescheduling-proposed-rule-comments-by-july-22?source=cip_podcast:cannabis_investing_age_of_legalization
https://seekingalpha.com/cannabisinvestingpodcast?source=cip_podcast:cannabis_investing_age_of_legalization
For full access to analyst ratings, stock quant scores and dividend grades, become a Premium subscriber: http://seekingalpha.com/subscriptions?source=cip_podcast:cannabis_investing_age_of_legalization
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:Â 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
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:Â 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
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:Â 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
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
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
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
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
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. Sector experts, top analysts...
show more
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.
Sector experts, top analysts and C-level executives highlight industry trends, share portfolio strategies and help you think through your investing approach.
Transcripts: seekingalpha.com/cannabisinvestingpodcast
show less
Sector experts, top analysts and C-level executives highlight industry trends, share portfolio strategies and help you think through your investing approach.
Transcripts: seekingalpha.com/cannabisinvestingpodcast
Information
| Author | Seeking Alpha |
| Organization | Seeking Alpha |
| Categories | Investing |
| Website | seekingalpha.com |
| podcastmanagement@seekingalpha.com |
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