The Cannabis Investing Podcast

Jesse Redmond highlights the fine line between being early and wrong and why having a long-term timeline is wise for cannabis investors (2:10). Why Florida is a massive opportunity (9:35). Green Thumb, Verano and pushing for more company transparency (17:50). Pennsylvania a state-led catalyst; solving for the current risks to getting into cannabis (26:05). Farm Bill flower, the hemp conversation, valid excitement over Ohio and Minnesota and Glass House (31:20). Top 3 ways to allocate capital for retail cannabis investors (52:00).Read episode transcriptsShow Notes:Trump appears open to decriminalizing marijuanaAyr CEO David Goubert On Florida, Ohio And 'Very Balanced' Q2Texas Cannabis, Delta-8 And Delta-9Glass House's Graham Farrar On Industry Challenges And OpportunitiesFor full access to analyst ratings, stock quant scores and dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions

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)Read episode transcriptsShow Notes:Ayr Wellness CEO David Goubert Focused On Debt And CashCannabis stocks on watch as DEA sets hearing on marijuana reschedulingAyr Wellness Q2 2024 Earnings Call TranscriptFlorida MSO Trump Card For full access to analyst ratings, stock quant scores and dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions

Jason Najum has covered the psychedelic space for a long time and contextualizes recent news 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)?Read episode transcriptsShow Notes:FDA's MDMA Decision A Setback, But Long-Term Outlook For Psychedelic Stocks UnchangedMindMed: Despite MDMA Setback, Still Hope In Light Of Differentiating FactorsATAI: Enormous Potential Upside But No Clarity YetDe-Risking Psychedelics: Compass Pathways, Cybin And AtaiFor full access to analyst ratings, stock quant scores and dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions

On June 18 at our Seeking Alpha Investing Summit, Pablo Zuanic, Tim Seymour, and 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 here with video.Cannabis Growth PortfolioShow Notes:NewLake Capital, IIPR And Cannabis REITsCannabis ETF Deep DiveA New Age For CryptoMarijuana rescheduling proposed rule comments due by July 22Episode transcriptsFor full access to analyst ratings, stock quant scores and dividend grades, become a Premium subscriber: seekingalpha.com/subscriptions

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 StocksWhat Has Verano So Optimistic About The Cannabis Industry?MasterClass In Cannabis Investing ReduxMy Top Pick: NewLake Capital Yields 12% With Net Cash Balance Sheet And Built-In GrowthEpisode transcriptsFor full access to analyst ratings, stock quant scores and dividend grades:  seekingalpha.com/subscriptionsRegister for Seeking Alpha's Investing Summit (with your podcast discount code!)

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 CompaniesCanopy Growth Is Climbing, But It Won't LastEpisode transcriptsFor full access to analyst ratings, stock quant scores and dividend grades: seekingalpha.com/subscriptionsRegister for Seeking Alpha's Investing Summit (don't forget your podcast discount code!)

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 StocksCannabis Investors - What You Should KnowVerano Holdings Q1 2024 Earnings Call TranscriptWhite House mum on where Biden stands with marijuana reschedulingEpisode transcriptsFor full access to analyst ratings, stock quant scores and dividend grades: seekingalpha.com/subscriptionsRegister for Seeking Alpha's Investing Summit (don't forget your podcast discount code!)

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, CanadaCannabis Investing With Alan Brochstein & Julian Lin - REITs And Canadian LPs Over MSOsDEA to reschedule marijuana as a less dangerous drug: APEpisode transcriptsFor full access to analyst ratings, stock quant scores and dividend grades: seekingalpha.com/subscriptionsMotif 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 mergerHow Retail Investors Should Evaluate Cannabis StocksThe Cannabist Company enters into debt repurchase agreementSeeking Alpha’s Quant Rating on CannabistEpisode transcriptsFor full access to analyst ratings, stock quant scores and dividend grades: seekingalpha.com/subscriptions

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 transcriptsShow Notes:Bengal Capital FY2023 LetterWhere Is The Value In Cannabis Stocks?For full access to analyst ratings, stock quant scores and dividend grades: seekingalpha.com/subscriptions