Copertina del podcast

The Cannabis Investing Podcast

  • Looking for the Bud Light of cannabis

    16 MAG 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
    26 min. 56 sec.
  • What has Verano so optimistic about the cannabis industry?

    14 MAG 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
    27 min. 26 sec.
  • 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
    45 min. 34 sec.
  • 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
    38 min. 59 sec.
  • 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
    57 min. 42 sec.
  • 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
    58 min. 9 sec.
  • Alan Brochstein on rescheduling overexcitement, MSOs, Canada and the burden of 280E

    25 GEN 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
    50 min. 51 sec.
  • De-risking psychedelics: Compass Pathways, Cybin and Atai

    9 GEN 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
    48 min. 11 sec.
  • Investing In cannabis? Stay patient, be ready

    4 GEN 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
    21 min. 9 sec.
  • Cannabis investors - what you should know

    21 DIC 2023 · Nick Gastevich, aka https://seekingalpha.com/user/49607348?source=cip_podcast:cannabis_investors_what_you_should_know, 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: https://seekingalpha.com/article/4574176-what-cannabis-stocks-should-be-in-your-portfolio?source=cip_podcast:cannabis_investors_what_you_should_know https://seekingalpha.com/article/4497256-searching-for-cannabis-catalysts?source=cip_podcast:cannabis_investors_what_you_should_know https://seekingalpha.com/article/4356544-cannabis-investors-should-be-looking-for-good-stewards-of-capital-podcast?source=cip_podcast:cannabis_investors_what_you_should_know https://seekingalpha.com/cannabisinvestingpodcast?source=cip_podcast:cannabis_investors_what_you_should_know For full access to analyst ratings, stock quant scores as well as dividend grades, http://seekingalpha.com/subscriptions?source=cip_podcast:cannabis_investors_what_you_should_know. https://twitter.com/CannaVestments?source=cip_podcast:cannabis_investors_what_you_should_know on Twitter https://twitter.com/canpod1?source=cip_podcast:cannabis_investors_what_you_should_know on Twitter
    51 min. 7 sec.

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...

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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 sector experts share portfolio picks, highlight industry trends and help you think through your investing approach.

Transcripts: seekingalpha.com/cannabisinvestingpodcast
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