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.
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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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.
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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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
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
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 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
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
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
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
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:
https://seekingalpha.com/news/4034673-terrascend-gaap-eps-of-004?source=cip_podcast:terrascend_jason_wild_ebitda_created_equal
https://seekingalpha.com/article/4438737-better-margins-in-cannabis-podcast-transcript?source=cip_podcast:terrascend_jason_wild_ebitda_created_equal
https://seekingalpha.com/cannabisinvestingpodcast?source=cip_podcast:terrascend_jason_wild_ebitda_created_equal
For full access to analyst ratings, stock quant scores as well as dividend grades, http://seekingalpha.com/subscriptions?source=cip_podcast:cannabis_etf_deep_dive.
Do ETFs make sense for everyone? ETF expert https://seekingalpha.com/author/sungarden-investment-publishing?source=cip_podcast:cannabis_etf_deep_dive 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:
https://seekingalpha.com/article/4650704-msos-an-industry-wide-catalyst-approaches?source=cip_podcast:cannabis_etf_deep_dive
https://seekingalpha.com/article/4579997-close-look-at-13-cannabis-etfs?source=cip_podcast:cannabis_etf_deep_dive
https://seekingalpha.com/article/4573448-etfmg-alternative-harvest-outperforms-other-cannabis-etfs?source=cip_podcast:cannabis_etf_deep_dive
https://seekingalpha.com/article/4636592-covered-call-etfs-and-the-limitations-of-stocks?source=cip_podcast:cannabis_etf_deep_dive
For full access to analyst ratings, stock quant scores as well as dividend grades, http://seekingalpha.com/subscriptions?source=cip_podcast:cannabis_etf_deep_dive
https://twitter.com/canpod1?source=cip_podcast:cannabis_etf_deep_dive
https://twitter.com/robisbitts?source=cip_podcast:cannabis_etf_deep_dive
https://seekingalpha.com/author/chris-demuth-jr?source=cip_podcast:chris_demuth_talks_cannabis_shf_holdings 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' https://seekingalpha.com/marketplace/206-sifting-the-world/subscribe?source=cip_podcast:chris_demuth_talks_cannabis_shf_holdings
https://seekingalpha.com/cannabisinvestingpodcast?source=cip_podcast:chris_demuth_talks_cannabis_shf_holdings
Show Notes
https://seekingalpha.com/article/4635269-sifting-the-world-day-one?source=cip_podcast:chris_demuth_talks_cannabis_shf_holdings
https://seekingalpha.com/article/4406245-cannabis-spacs-podcast?source=cip_podcast:chris_demuth_talks_cannabis_shf_holdings
https://seekingalpha.com/article/4579997-close-look-at-13-cannabis-etfs?source=cip_podcast:chris_demuth_talks_cannabis_shf_holdings
For full access to analyst ratings, stock quant scores as well as dividend grades, subscribe to Seeking Alpha Premium at http://seekingalpha.com/subscriptions (new subscribers get the 1st month for under $5)
https://twitter.com/canpod1?source=cip_podcast:chris_demuth_talks_cannabis_shf_holdings
https://twitter.com/ChrisDeMuthJr?source=cip_podcast:chris_demuth_talks_cannabis_shf_holdings