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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...
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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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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
The Cannabis Investing Podcast
The Cannabis Investing Podcast
Cannabis investing in the age of legalization with Julian Lin, Tim Seymour and Pablo Zuanic
18 LUG 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
Cannabis investing masterclass with Julian Lin + Jerry Derevyanny
21 MAG 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 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
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
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 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
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
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...
mostra di più
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
mostra meno
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
Informazioni
| Autore | Seeking Alpha |
| Organizzazione | Seeking Alpha |
| Categorie | Investimenti |
| Sito | seekingalpha.com |
| podcastmanagement@seekingalpha.com |
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