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Seeking Alpha에서 제공하는 콘텐츠입니다. 에피소드, 그래픽, 팟캐스트 설명을 포함한 모든 팟캐스트 콘텐츠는 Seeking Alpha 또는 해당 팟캐스트 플랫폼 파트너가 직접 업로드하고 제공합니다. 누군가가 귀하의 허락 없이 귀하의 저작물을 사용하고 있다고 생각되는 경우 여기에 설명된 절차를 따르실 수 있습니다 https://ko.player.fm/legal.
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Lipstick on the Rim
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1 Amy Schumer & Brianne Howey on the Importance of Female Friendships, Navigating Hollywood's Double Standards, Sharing Their Birth Stories, and MORE 50:05
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This week, in what might be the funniest episode yet, Molly and Emese are joined by co-stars Amy Schumer and Brianne Howey. They get candid about motherhood, career evolution, and their new film, Kinda Pregnant —which unexpectedly led to Amy’s latest health discovery. Amy opens up about how public criticism led her to uncover her Cushing syndrome diagnosis, what it’s like to navigate comedy and Hollywood as a mom, and the importance of sharing birth stories without shame. Brianne shares how becoming a mother has shifted her perspective on work, how Ginny & Georgia ’s Georgia Miller compares to real-life parenting, and the power of female friendships in the industry. We also go behind the scenes of their new Netflix film, Kinda Pregnant —how Molly first got the script, why Amy and Brianne were drawn to the project, and what it means for women today. Plus, they reflect on their early career struggles, the moment they knew they “made it,” and how motherhood has reshaped their ambitions. From career highs to personal challenges, this episode is raw, funny, and packed with insights. Mentioned in the Episode: Kinda Pregnant Ginny & Georgia Meerkat 30 Rock Last Comic Standing Charlie Sheen Roast Inside Amy Schumer Amy Schumer on the Howard Stern Show Trainwreck Life & Beth Expecting Amy 45RPM Clothing Brand A Sony Music Entertainment production. Find more great podcasts from Sony Music Entertainment at sonymusic.com/podcasts and follow us at @sonypodcasts To bring your brand to life in this podcast, email podcastadsales@sonymusic.com Learn more about your ad choices. Visit podcastchoices.com/adchoices…
The Cannabis Investing Podcast
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Seeking Alpha에서 제공하는 콘텐츠입니다. 에피소드, 그래픽, 팟캐스트 설명을 포함한 모든 팟캐스트 콘텐츠는 Seeking Alpha 또는 해당 팟캐스트 플랫폼 파트너가 직접 업로드하고 제공합니다. 누군가가 귀하의 허락 없이 귀하의 저작물을 사용하고 있다고 생각되는 경우 여기에 설명된 절차를 따르실 수 있습니다 https://ko.player.fm/legal.
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
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continue reading
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
259 에피소드
모두 재생(하지 않음)으로 표시
Manage series 2547133
Seeking Alpha에서 제공하는 콘텐츠입니다. 에피소드, 그래픽, 팟캐스트 설명을 포함한 모든 팟캐스트 콘텐츠는 Seeking Alpha 또는 해당 팟캐스트 플랫폼 파트너가 직접 업로드하고 제공합니다. 누군가가 귀하의 허락 없이 귀하의 저작물을 사용하고 있다고 생각되는 경우 여기에 설명된 절차를 따르실 수 있습니다 https://ko.player.fm/legal.
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
…
continue reading
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
259 에피소드
Tüm bölümler
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The Cannabis Investing Podcast
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Julian Lin updates his views on cannabis REITs IIPR and NewLake Capital (1:15). RIP Cannabis Growth Investor - changed thesis on cannabis MSOs (6:45). Why Green Thumb has done well relative to the sector (13:35). Episode transcripts Show Notes: NewLake Capital: 9.3% Dividend Yield, No Net Debt, Rescheduling Catalyst Marijuana rescheduling "delayed, but not dead": report Best Of Breed Growth Stocks For full access to analyst ratings, stock quant scores and dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions…
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The Cannabis Investing Podcast
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1 High Tide CEO Raj Grover on Germany, Canada and the U.S. 28:25
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High Tide is the largest cannabis retailer in Canada (1:20). President and CEO Raj Grover joins us to discuss its recent move into Germany (3:15). Purecan acquisition - a beautiful business to buy (8:00). Tilray is complementary, not competition (14:00). No hurry to get into the US (18:00). Contextualizing valuation and revisions (20:35). Read episode transcripts Show Notes: High Tide outlines 2025 plans: 20-30 new stores and German market expansion High Tide Q4 2024 Earnings Call Transcript Cannabis In Germany - Legalize, Don't Decriminalize High Tide website For full access to analyst ratings, stock quant scores and dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions…
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The Cannabis Investing Podcast
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1 Green Thumb stands alone. Billions in debt coming for MSOs. 45:56
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Why 2025 will be interesting and perhaps painful for the cannabis industry, according to Seth Yakatan (2:00). Enormous looming debt for many companies (5:15). GTI the only company consistently delivering year-in and year-out (8:30). TerrAscend, Ascend and the 2nd tier of MSOs (12:00). Glass House seemingly winning its bet on scalability (19:15). Which private companies have some of the best assets in the industry (28:10). MSOS, MSOX and cannabis ETFs (35:25). Read episode transcripts Show Notes: Tremendous Opportunity In Cannabis Green Thumb Industries Virtual Analyst Report For full access to analyst ratings, stock quant scores and dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions…
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The Cannabis Investing Podcast
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1 Cause for concern in cannabis with a few rays of light 1:05:33
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CannaVestments and Jerry Derevyanny return for an in-depth episode. Dissecting doom and gloom Q3 earnings for the cannabis industry (0:50). Green Thumb's consistently outstanding performance (4:25). Is it too early or too late to invest in cannabis? (11:15) Florida not legalizing - how much does it matter? (17:30) Agrify's interesting moves (35:40). Hemp, beverages and what may be worthy of investors' attention (40:00). Glass House discussion (47:40). Shorting Curaleaf? (53:55) Read episode transcript Show Notes: Bengal Capital - Grown Rogue: Remains Materially Undervalued, Best Days Still Ahead Cannabis Investors - What You Should Know How Retail Investors Should Evaluate Cannabis Stocks Tremendous Opportunity In Cannabis Black Friday Sale: 20% Off Seeking Alpha. Find the right investment tools to reach your goals!…
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The Cannabis Investing Podcast
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1 Grown Rogue is focused on Jersey, yield, cost and culture 22:30
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Grown Rogue has been lauded by a number of analysts on this show so we decided to talk to VP Jake Iotte about what makes the company stand out and whether cannabis belongs in the CPG industry (1:30). Margins and ROI profile; focused on cash on cash returns (4:20). Excited about Jersey (7:10). Terminating partnership with Vireo (8:25). Not relying on federal legalization as a strategy (10:50). Read episode transcripts Show Notes: Bengal Capital - Grown Rogue: Remains Materially Undervalued, Best Days Still Ahead Cannabis Investors - What You Should Know Grown Rogue: Poised For Explosive Growth For full access to analyst ratings, stock quant scores and dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions…
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The Cannabis Investing Podcast
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1 Why cannabis is still an excellent long-term investment opportunity 58:46
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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 transcripts Show Notes: Trump appears open to decriminalizing marijuana Ayr CEO David Goubert On Florida, Ohio And 'Very Balanced' Q2 Texas Cannabis, Delta-8 And Delta-9 Glass House's Graham Farrar On Industry Challenges And Opportunities For full access to analyst ratings, stock quant scores and dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions…
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The Cannabis Investing Podcast
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1 Ayr CEO David Goubert on Florida, Ohio and 'very balanced' Q2 45:02
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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 transcripts Show Notes: Ayr Wellness CEO David Goubert Focused On Debt And Cash Cannabis stocks on watch as DEA sets hearing on marijuana rescheduling Ayr Wellness Q2 2024 Earnings Call Transcript Florida MSO Trump Card For full access to analyst ratings, stock quant scores and dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions…
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The Cannabis Investing Podcast
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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 transcripts Show Notes: FDA's MDMA Decision A Setback, But Long-Term Outlook For Psychedelic Stocks Unchanged MindMed: Despite MDMA Setback, Still Hope In Light Of Differentiating Factors ATAI: Enormous Potential Upside But No Clarity Yet De-Risking Psychedelics: Compass Pathways, Cybin And Atai For full access to analyst ratings, stock quant scores and dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions…
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The Cannabis Investing Podcast
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1 Cannabis investing in the age of legalization with Julian Lin, Tim Seymour and Pablo Zuanic 34:32
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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 Portfolio Show Notes: NewLake Capital, IIPR And Cannabis REITs Cannabis ETF Deep Dive A New Age For Crypto Marijuana rescheduling proposed rule comments due by July 22 Episode transcripts For full access to analyst ratings, stock quant scores and dividend grades, become a Premium subscriber: seekingalpha.com/subscriptions…
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The Cannabis Investing Podcast
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1 Cannabis investing masterclass with Julian Lin + Jerry Derevyanny 1:17:53
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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 Stocks What Has Verano So Optimistic About The Cannabis Industry? MasterClass In Cannabis Investing Redux My Top Pick: NewLake Capital Yields 12% With Net Cash Balance Sheet And Built-In Growth Episode transcripts For full access to analyst ratings, stock quant scores and dividend grades: seekingalpha.com/subscriptions Register for Seeking Alpha's Investing Summit (with your podcast discount code!)…
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The Cannabis Investing Podcast
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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 marijuana Trulieve Cannabis: Up Over 122% In 2024, But Where Does It Go Next? What Cannabis Reform In Germany Means For North American Marijuana Companies Canopy Growth Is Climbing, But It Won't Last Episode transcripts For full access to analyst ratings, stock quant scores and dividend grades: seekingalpha.com/subscriptions Register for Seeking Alpha's Investing Summit (don't forget your podcast discount code!)…
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The Cannabis Investing Podcast
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1 What has Verano so optimistic about the cannabis industry? 27:27
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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 Stocks Cannabis Investors - What You Should Know Verano Holdings Q1 2024 Earnings Call Transcript White House mum on where Biden stands with marijuana rescheduling Episode transcripts For full access to analyst ratings, stock quant scores and dividend grades: seekingalpha.com/subscriptions Register for Seeking Alpha's Investing Summit (don't forget your podcast discount code!)…
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The Cannabis Investing Podcast
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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, Canada Cannabis Investing With Alan Brochstein & Julian Lin - REITs And Canadian LPs Over MSOs DEA to reschedule marijuana as a less dangerous drug: AP Episode transcripts For full access to analyst ratings, stock quant scores and dividend grades: seekingalpha.com/subscriptions Motif Labs…
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1 Cannabist CEO David Hart on breathtaking volatility and technical overhangs 39:00
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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 merger How Retail Investors Should Evaluate Cannabis Stocks The Cannabist Company enters into debt repurchase agreement Seeking Alpha’s Quant Rating on Cannabist Episode transcripts For full access to analyst ratings, stock quant scores and dividend grades: seekingalpha.com/subscriptions…
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The Cannabis Investing Podcast
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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 transcripts Show Notes: Bengal Capital FY2023 Letter Where Is The Value In Cannabis Stocks? For full access to analyst ratings, stock quant scores and dividend grades: seekingalpha.com/subscriptions…
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The Cannabis Investing Podcast
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1 An unvarnished look at New York + California cannabis markets 58:10
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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) Episode transcripts Show Notes: Unpacking New York And California Cannabis Markets What's The Deal With New York Cannabis? California Cannabis Market - Deep Dive, Part II For full access to analyst ratings, stock quant scores and dividend grades: seekingalpha.com/subscriptions Cannabis Investing Podcast on Twitter Katie Neer Hirsh Jain…
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1 Alan Brochstein on rescheduling overexcitement, MSOs, Canada and the burden of 280E 50:52
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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). Subscribe to Alan's 420 Investor Episode transcripts Show Notes: Beaten-Up Planet 13 Is A Solid Cannabis Investment Trulieve Is Cheap But Perhaps Risky Curaleaf Is A Bad Cannabis Investment Why Organigram Is My Favorite Cannabis Stock Cannabis Investing With Alan Brochstein & Julian Lin - REITs And Canadian LPs Over MSOs For full access to analyst ratings, stock quant scores and dividend grades: seekingalpha.com/subscriptions Cannabis Investing Podcast on Twitter…
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1 De-risking psychedelics: Compass Pathways, Cybin and Atai 48:12
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Alex Carchidi updates 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). Episode transcripts Show Notes: Psychedelic Stocks = Super-Risky Biotechs Low On Cash. Make Small Bets. Psychedelic Stocks: Don't Bet On Just 1 Company Psychedelic Sunday: Scrutinizing Psychedelic Stocks Cybin: A Leading Early-Stage Psychedelics Play For full access to analyst ratings, stock quant scores and dividend grades: seekingalpha.com/subscriptions Cannabis Investing Podcast on Twitter…
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A rundown of reasons to be hopeful and some compelling advice from some of our favorite 2023 conversations . Why Chris DeMuth likes the opportunity in cannabis (1:20) Julian Lin on M&A, debt and disappointment (10:05) Alan Brochstein: waiting for catalysts while working through tough times (12:20) Jesse Redmond discusses the best way to invest in this space (13:35) Emily Paxhia on SG&A containment, gross margins and using the right metrics (17:20). Episode Transcripts For full access to analyst ratings, stock quant scores and dividend grades: seekingalpha.com/subscriptions Cannabis Investing Podcast on Twitter…
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Nick Gastevich, aka CannaVestments , 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: What Cannabis Stocks Should Be In Your Portfolio? Searching For Cannabis Catalysts Cannabis Investors Should Be Looking For Good Stewards Of Capital Episode Transcripts For full access to analyst ratings, stock quant scores as well as dividend grades, sign up at https://seekingalpha.com/subscriptions . CannaVestments on Twitter Cannabis Investing Podcast on Twitter…
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1 TerrAscend's Jason Wild: Not all EBITDA numbers are created equally 43:32
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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: TerrAscend GAAP EPS of -$0.04 Better Margins In Cannabis Episode Transcripts For full access to analyst ratings, stock quant scores as well as dividend grades, sign up at https://seekingalpha.com/subscriptions .…
Do ETFs make sense for everyone? ETF expert Rob Isbitts 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: MSOS: An Industry-Wide Catalyst Approaches A Close Look At 13 Cannabis ETFs Defying The Odds, ETFMG Alternative Harvest Outperforms Other Cannabis ETFs Covered Call ETFs And The Limitations Of Stocks For full access to analyst ratings, stock quant scores as well as dividend grades, sign up at https://seekingalpha.com/subscriptions Cannabis Investing Podcast on Twitter Rob Isbitts on Twitter…
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1 Chris DeMuth talks cannabis, SAFE banking + SHF Holdings 36:51
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Chris DeMuth 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' Sifting The World Transcript on Seeking Alpha Show Notes Sifting The World Day One SPAC Week II: Cannabis SPACs A Close Look At 13 Cannabis ETFs For full access to analyst ratings, stock quant scores as well as dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions (new subscribers get the 1st month for under $5) Cannabis Investing Podcast on Twitter Chris DeMuth on Twitter…
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Jesse Redmond returns to discuss why it's ok to be bullish on the cannabis industry (4:30) political catalysts, 280E and excise taxes (12:15) picking companies based on your investing horizon (15:00) Green Thumb's dominance and lack of transparency (20:55) AYR's debt strategy (23:10) Trulieve's tough period (21:00) California players (38:00) and TerrAscend's innovation and execution (44:55). Transcripts on Seeking Alpha Show Notes: Who Can Survive In Cannabis? Cannabis stocks rally amid reports DEA may reclassify drug as less risky Evaluating Advisor Shares Cannabis ETFs Where Is The Value In Cannabis Stocks? Ayr Wellness CEO David Goubert Focused On Debt And Cash Ascend's Attractive Assets For full access to analyst ratings, stock quant scores as well as dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions (new subscribers get the 1st month for under $5) Jesse Redmond on Twitter Cannabis Investing Podcast on Twitter Water Tower Research…
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1 Cannabis stocks have been rallying but when will capital flow into the industry? 39:07
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Emily Paxhia discusses recent positive news for the industry and its accompanying rally (2:00), the long-term play in cannabis, especially for retail investors (6:10), Green Thumb's share repurchase and can any other operator keep up? (13:40) TerrAscend's smart TSX move (16:10) New York, California, Glass House scale, private companies and the Gold Flora deal (18:20) and looking at the right metrics (27:35). Transcripts on Seeking Alpha Show Notes: Where Is The Value In Cannabis Stocks? Tremendous Opportunity In Cannabis The Curious Cannabis Industry California's Cannabis Market - A Deep Dive California Cannabis Market - Deep Dive, Part II MSOS: Cannabis Stocks Soar On HHS Recommendation To Reschedule, Buy These 3 Stocks Now Cannabis stocks extend rally amid positive news on regulatory front For full access to analyst ratings, stock quant scores as well as dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions (new subscribers get the 1st month for under $5) Poseidon Cannabis Investing Podcast on Twitter Emily Paxhia on Twitter…
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1 Cannabis investing with Alan Brochstein & Julian Lin - REITs + Canadian LPs over MSOs 46:24
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Alan Brochstein and Julian Lin discuss investing in cannabis stocks and mistakes made along the way (3:00). Why companies should be more aggressive in paying down debt (9:00) Investing timelines and federal legalization (19:00) Cannabis REITs and Canadian LPs over MSOs (23:45). Subscribe to Julian's Cannabis Growth Investor Subscribe to Alan's 420 Investor Show Notes: Innovative Industrial: Top Cannabis Pick With 9% Dividend Yield MasterClass In Cannabis Investing Redux Top Cannabis Picks To Buy And Celebrate 4/20: MSOS And NewLake Capital Not Necessarily Time To Buy Cannabis Stocks - Alan Brochstein Organigram Is Still My Favorite Cannabis Stock Curaleaf Could Fall To $2 Trulieve Offers An Excellent Entry Transcripts on Seeking Alpha For full access to analyst ratings, stock quant scores as well as dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions (new subscribers get the 1st month for under $5)…
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Enosis Therapeutics combines virtual reality with psychedelic psychotherapy protocols. Founders Dr. Prashanth Puspanathan and Agnieszka Sekula discuss why VR makes sense for psychedelic therapy and where capital should really be allocated to in the space. Episode transcripts can be found on Seeking Alpha For full access to analyst ratings, stock quant scores and dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions .…
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The Cannabis Investing Podcast
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Paul Trowe talks about going from crypto to cannabis by founding Herban Bud in Austin, Texas (5:00). Breaking down cannabinoids and legal loopholes: THC, THCA, Delta 8 and Delta 9 (9:25) Texas, cannabis legalization and educating law enforcement and government (14:15). Maintaining integrity in a shady lane of the industry (27:00) Paul's thoughts on Bitcoin and Ethereum and why he's not currently invested in equities (34:15). Episode transcripts can be found on Seeking Alpha For full access to analyst ratings, stock quant scores and dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions . Herban Bud NORML Last Prisoner Project…
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1 Psychedelic stocks = super-risky biotechs low on cash. Make small bets. 49:22
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Analyst Alex Carchidi returns to update investors on the psychedelics industry. This is the full conversation of an interview originally published on Investing Experts . (2:50) Industry's collapse and consolidation (5:00) Compass Pathways timeline for clinical trials (15:00) Super-risky biotech companies low on cash - don't bet on just 1 company (21:20) Atai and Cybin's recent wins (32:55) Ketamine clinics and viable business models Psychedelic Sunday: Scrutinizing Psychedelic Stocks Cybin: A Leading Early-Stage Psychedelics Play Psychedelic Sunday: Mushrooms Are The Key - Red Light Holland CEO Todd Shapiro Numinus CEO Payton Nyquvest On Transforming Healthcare With Psychedelics Podcast transcripts on Seeking Alpha Cannabis Investing Podcast Twitter…
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1 Psychedelics gaining acceptance; what does it mean for investors? 59:39
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Derek Du Chesne and Dr. Sam Zand founded Better U and today discuss getting into ketamine therapy (4:00), psychedelics gaining more legal and medical acceptance (23:00), industry differences between cannabis and psychedelics (27:30) and advice for investing in the space (42:30). Cannabinoid Consolidation (Derek's previous appearance) Numinus CEO Payton Nyquvest On Transforming Healthcare With Psychedelics Podcast transcripts on Seeking Alpha Cannabis Investing Podcast Twitter…
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1 MariMed CEO Jon Levine: Cannabis industry still missing the real investments 44:15
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MariMed ( MRMD ) CEO Jon Levine discusses steady growth and the cannabis retail market. (8:30) - Owning real estate and consecutive quarters of positive cash flow (12:10) - Maryland, Missouri excitement (17:45) - Raising money at relatively decent rates (27:30) - Legalization, interstate commerce and future growth Organic Growth With MariMed Who Can Survive In Cannabis? What Cannabis Stocks Should Be In Your Portfolio? Where Is The Value In Cannabis Stocks? Tim Seymour On Constructive Pessimism In Cannabis Podcast transcripts CIP on Twitter…
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(3:00) - Headwaters' Nick Brandis on one of the largest cannabis cultivators you've never heard of (8:00) - Why greenhouses will be the winning method in the long run (13:15) - Deciphering cannabis pricing volatility and compression (40:15) - Partnering with Glass House ( GLASF ), competition and the illicit market Our links: The Cannabis Investing Podcast The Cannabis Investing Podcast provides actionable investment insight and the context with which to understand the burgeoning cannabis industry. Transcripts available for every episode. Seeking Alpha Premium A comprehensive set of features and analysis that helps take the guesswork out of your investing decisions. Get the bottom-line on any stock or ETF with our Premium tools. Alpha Picks : Alpha Picks gives you two top stock picks each month, sifted from Seeking Alpha’s analysis of thousands of stocks. We do the work. You reap the rewards. CanPod on Twitter Show Notes: California Cannabis Market - Deep Dive, Part II Headwaters…
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1 Not necessarily time to buy cannabis stocks - Alan Brochstein 52:00
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Alan Brochstein is back to share his cannabis investing insights. (2:50) - 420 Investor's origin story (8:30) - Cannabis investing timeline - now is not necessarily the time to buy cannabis stocks (17:50) - Ayr's ( AYRWF ) debt and executive changes (24:00) - Tangible book value and how to gauge cannabis stocks (29:00) - Planet 13 ( PLNHF ) a business that's managed well (34:40) - Still bullish on WM Technology ( MAPS ) Show Notes: Subscribe to 420 Investor Looking For The Cheapest Cannabis Stocks Planet 13 Offers Big Upside And Low Risk For Cannabis Investors Tilray Is Likely To Fall More Put WM Technology On Your Cannabis Investing Map All Cannabis Investing Podcast episodes with transcripts…
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1 4Front Ventures: Cash flow break-even probably the only KPI that matters 51:35
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4Front Ventures' ( FFNTF ) Brandon Mills joins us to discuss how they're making it work in an incredibly challenging environment. In California, not being vertically integrated, or even partially vertically integrated is a business model that's really tough to sustain (5:00), addressing the multitude of headwinds (11:40), cultivation, gross margins and Glass House ( GLASF ) (15:00), Illinois growth opportunity (22:00) and balancing debt, growth and profitability (31:00). Our links: The Cannabis Investing Podcast The Cannabis Investing Podcast provides actionable investment insight and the context with which to understand the burgeoning cannabis industry. Seeking Alpha Premium A comprehensive set of features and analysis that helps take the guesswork out of your investing decisions. Get the bottom-line on any stock or ETF with our Premium tools. Alpha Picks : Alpha Picks gives you two top stock picks each month, sifted from Seeking Alpha’s analysis of thousands of stocks. We do the work. You reap the rewards. Twitter Instagram Show links: 4Front Ventures 4Front Stock Quote page 4Front Ventures Corp. (FFNTF) Q1 2023 Earnings Call Transcript…
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Psychedelics are being pulled into the mainstream by medical research (9:00). Filament Health CEO Benjamin Lightburn on Psilocybin and why of all the psychedelics it probably lends itself best to a recreational market (15:00). Microdosing clinical trials (19:00) real revenue generation (28:00) and challenges around psychedelic patents (33:30). Our links: The Cannabis Investing Podcast The Cannabis Investing Podcast provides actionable investment insight and the context with which to understand the burgeoning cannabis industry. All transcripts can be found on Seeking Alpha. Seeking Alpha Premium A comprehensive set of features and analysis that helps take the guesswork out of your investing decisions. Get the bottom-line on any stock or ETF with our Premium tools. CanPod on Twitter Show links: Filament Health FLHLF…
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Outlining the cannabis industry's Haves (companies that have been able to raise capital) and The Have Nots (no ability to raise capital) with Seth Yakatan. The keys to making a deal and raising capital (9:10), Why Seth prefers real EBITDA and revenue to book value (14:00), Glass House, 4Front; California's created tremendous opportunity (24:50), better to be private than public? (38:00) legal and illicit pricing dynamics (1:00:00). Show Links: Cannabis Investing Podcast episodes with Transcripts Katan Associates Investing Groups: 420 Investor Cannabis Growth Portfolio…
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David Goubert, recently minted CEO and President of Ayr Wellness ( AYRWF ), discuses coming on board (3:00), working through debt , strategizing for positive free cash flow (19:00), pricing, margins and inventory (25:30), integrating acquisitions; updates on Florida and Nevada (33:00). Our links: The Cannabis Investing Podcast The Cannabis Investing Podcast provides actionable investment insight and the context with which to understand the burgeoning cannabis industry. Seeking Alpha Premium A comprehensive set of features and analysis that helps take the guesswork out of your investing decisions. Get the bottom-line on any stock or ETF with our Premium tools. Investing Experts Podcast Seeking Alpha investing e xperts provide deep dive stock analysis and topical takes on the market. Twitter Instagram Show links: AYR Stock Quote Page What Cannabis Stocks Should Be In Your Portfolio? Looking For The Cheapest Cannabis Stocks Cannabis Is A Long-Term Play AYR Wellness website…
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1 Unpacking New York And California Cannabis Markets 1:04:03
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Hirsh Jain joins Jeffrey Schultz to break down what's happening - and what's not - in the New York and California cannabis markets. Updates on New York's legal rollout (5:20), California (13:40), decriminalization without regulation (16:00), pushing for interstate commerce (29:40) and the future of the industry for public companies (50:00). Our links: The Cannabis Investing Podcast The Cannabis Investing Podcast provides actionable investment insight and the context with which to understand the burgeoning cannabis industry. Seeking Alpha Premium A comprehensive set of features and analysis that helps take the guesswork out of your investing decisions. Get the bottom-line on any stock or ETF with our Premium tools. Investing Experts Podcast Seeking Alpha investing e xperts provide deep dive stock analysis and topical takes on the market. Twitter Instagram Show links: Hirsh Jain, Ananda Strategy Jeffrey Schultz, Feuerstein Kulick What's The Deal With New York Cannabis? California's Cannabis Market - A Deep Dive California Cannabis Market - Deep Dive, Part II…
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1 Imran Khan On Psychedelics - More We Don't Know Than We Do 43:21
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Imran Khan is Executive Director of the Berkeley Center for the Science of Psychedelics . With psychedelics, there's more that we don't know than we do (3:00) Science behind microdosing - it's too early to tell (5:15) Psychedelic placebo challenges (8:00) What would the ideal psychedelic space look like? (17:50) Retail side of psychedelics (24:45) Catalysts and risks (27:30) Our links: The Cannabis Investing Podcast The Cannabis Investing Podcast provides actionable investment insight and the context with which to understand the burgeoning cannabis industry. Seeking Alpha Premium A comprehensive set of features and analysis that helps take the guesswork out of your investing decisions. Get the bottom-line on any stock or ETF with our Premium tools. Investing Experts Podcast Seeking Alpha investing e xperts provide deep dive stock analysis and topical takes on the market. Twitter Instagram Show links: Berkeley Center for the Science of Psychedelics Imran Khan Twitter…
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Where Jerry Derevyanny, a partner at Bengal Capital, believes we can find the most value from cannabis stocks. (3:35) Why EBITDA falls short as a useful metric for cannabis investors. (8:15) Moving away from the top multi-state operators (MSOs). (16:20) REITs, problematic business models and risks around rent payment. (22:40) AYR, Goodness Growth and more (30:00). Our links: The Cannabis Investing Podcast The Cannabis Investing Podcast provides actionable investment insight and the context with which to understand the burgeoning cannabis industry. Seeking Alpha Premium A comprehensive set of features and analysis that helps take the guesswork out of your investing decisions. Get the bottom-line on any stock or ETF with our Premium tools. Twitter Instagram Show links: Bengal Capital Jerry Derevyanny Bengal Capital 2022 Year End Letter Jerry Derevyanny Twitter…
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The Cannabis Investing Podcast
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Dr. Julie Holland is a psychiatrist/psychopharmacologist, author , medical advisor to MAPS , and a medical monitor for several clinical studies. (3:30) - Why cannabis is a psychedelic (6:00) - Involvement with MAPS; drugs and medicine (11:00) - The biggest risk in psychedelic treatment (14:30) - Placebos and psychedelics (23:00) - Investing in the space, advising psychedelic VC fund (29:00) - Psychedelics even more bi-partisan than cannabis, huge for veteran communities and health care professionals (35:00) - Humans' relationship with psychedelics Our links: The Cannabis Investing Podcast The Cannabis Investing Podcast provides actionable investment insight and the context with which to understand the burgeoning cannabis industry. Seeking Alpha Premium A comprehensive set of features and analysis that helps take the guesswork out of your investing decisions. Get the bottom-line on any stock or ETF with our Premium tools. Twitter Instagram Show links: Dr. Julie Holland MAPS Psychedelic Sunday: Competitive Strategies Psychedelic Sunday: Scrutinizing Psychedelic Stocks…
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The Cannabis Investing Podcast
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Ascend ( AAWH ) has been one of the MSOs that analysts have been writing about on Seeking Alpha and championing on this podcast recently. CFO and interim co-CEO Dan Neville joins us to discuss looking for new leadership and what investors should be focused on in the space. (3:10) - The search for Ascend's new CEO (11:35) - MSO 2.0 strategy (16:40) - Ascend's East Coast assets (22:00) - U.S. adult-use ballot initiatives and how Missouri is affecting Illinois business (26:30) - Will Ascend be acquired? (33:20) - Ascend's Q4 earnings and its cash to debt profile Our links: The Cannabis Investing Podcast The Cannabis Investing Podcast provides actionable investment insight and the context with which to understand the burgeoning cannabis industry. Seeking Alpha Premium A comprehensive set of features and analysis that helps take the guesswork out of your investing decisions. Get the bottom-line on any stock or ETF with our Premium tools. Twitter Instagram Show links: Ascend's Seeking Alpha Quote Page Ascend Wellness website…
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The Cannabis Investing Podcast
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Rob Sechrist discusses starting Pelorus Equity Group and its Fund, a privately held mortgage real estate investment trust (mREIT) (2:39) Capital crunch in the cannabis industry ('the income is there; where the difficulty is is deriving net profit from that gross revenue') (6:20) Private operators in California seeing success (10:20) Advice to retail investors (12:50) Investing style and strategy while industry matures (17:40) Cannabis investing in a deflationary environment (34:10) What happens when prohibition ends. (42:00) Doing real due diligence (46:50) Our links: The Cannabis Investing Podcast The Cannabis Investing Podcast provides actionable investment insight and the context with which to understand the burgeoning cannabis industry. Seeking Alpha Premium A comprehensive set of features and analysis that helps take the guesswork out of your investing decisions. Get the bottom-line on any stock or ETF with our Premium tools. Twitter Instagram Show links: Pelorus Equity Group Pelorus Twitter Rob Sechrist Twitter…
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The Cannabis Investing Podcast
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1 Numinus CEO Payton Nyquvest On Transforming Healthcare With Psychedelics 52:33
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Mental health is perhaps the biggest health issue facing society and traditional medicine has been limited in its success treating it. Psychedelic compounds have been healing people for thousands of years but there are challenges around how to properly service the public. Numinus CEO Payton Nyquvest discusses focusing on profitability and the need for service providers to be able to offer various psychedelic therapies. Possible FDA approval of MDMA this year would be a huge catalyst. Our links: The Cannabis Investing Podcast The Cannabis Investing Podcast provides actionable investment insight and the context with which to understand the burgeoning cannabis industry. Seeking Alpha Premium A comprehensive set of features and analysis that helps take the guesswork out of your investing decisions. Get the bottom-line on any stock or ETF with our Premium tools. Twitter Instagram Show links: Numinus website Numinus IG Numinus Twitter…
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The Cannabis Investing Podcast
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The first ever cannabis investing podcast roundtable discussion with Bryan Fields + Kellan Finney, Benzinga's Javier Hasse and Patrick Aylward. Investing in the cannabis industry: stocks, ETFs and patience (and be honest about risk!). Mistaken assumptions around illicit to legal markets. Confronting synthetic cannabinoids. Excitement over young markets like Oklahoma while bigger markets like New York get figured out. Our links: The Cannabis Investing Podcast: https://seekingalpha.com/cannabisinvestingpodcast On The Cannabis Investing Podcast, host Rena Sherbill provides actionable investment insight and the context with which to understand the burgeoning cannabis industry. Seeking Alpha Premium: https://seekingalpha.com/premium/getting-started A comprehensive set of features and analysis that helps take the guesswork out of your investing decisions. Get the bottom-line on any stock or ETF with our Premium tools. Alpha Picks: https://seekingalpha.com/alpha-picks/subscribe Alpha Picks gives you two top stock picks each month, sifted from Seeking Alpha’s analysis of thousands of stocks. We do the work. You reap the rewards. Twitter: https://twitter.com/canpod1 IG: https://www.instagram.com/cannabisinvestingpodcast/ Show links: Bryan Fields + Kellan Finney - The Dime Javier Hasse - Benzinga Cannabis Insider Patrick Aylward - The Cannabis Supply Chain Podcast…
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1 Organigram CEO Beena Goldenberg - Expanding Beyond Canada 56:02
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Organigram (OGI) CEO Beena Goldenberg talks the changing (and challenging) Canadian cannabis market. Balance sheet strength and British American Tobacco's significant investment. Looking towards the US and beyond. The importance of regulators helping educate consumers. Our links: The Cannabis Investing Podcast: https://seekingalpha.com/cannabisinvestingpodcast On The Cannabis Investing Podcast, host Rena Sherbill provides actionable investment insight and the context with which to understand the burgeoning cannabis industry. Seeking Alpha Premium: https://seekingalpha.com/premium/getting-started A comprehensive set of features and analysis that helps take the guesswork out of your investing decisions. Get the bottom-line on any stock or ETF with our Premium tools. Alpha Picks: https://seekingalpha.com/alpha-picks/subscribe Alpha Picks gives you two top stock picks each month, sifted from Seeking Alpha’s analysis of thousands of stocks. We do the work. You reap the rewards. Twitter: https://twitter.com/canpod1 IG: https://www.instagram.com/cannabisinvestingpodcast/ Show links: Organigram Stock Page: https://seekingalpha.com/symbol/OGI Organigram website: https://www.organigram.ca/ Organigram Twitter: https://twitter.com/Organigram_Inc Organigram IG: https://www.instagram.com/organigrams/…
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Cannabis stocks are really cheap, but Alan Brochstein is worried about 3 things. We discuss sector debt and optimal cannabis investing metrics; Canadian and US operators; concerns around MSOS, limitations of ETFs. Thoughts on the Cresco/Columbia Care deal. Why Alan's 19% in cash. Our links: The Cannabis Investing Podcast: https://seekingalpha.com/cannabisinvestingpodcast On The Cannabis Investing Podcast, host Rena Sherbill provides actionable investment insight and the context with which to understand the burgeoning cannabis industry. Seeking Alpha Premium: https://seekingalpha.com/premium/getting-started A comprehensive set of features and analysis that helps take the guesswork out of your investing decisions. Get the bottom-line on any stock or ETF with our Premium tools. Alpha Picks: https://seekingalpha.com/alpha-picks/subscribe Alpha Picks gives you two top stock picks each month, sifted from Seeking Alpha’s analysis of thousands of stocks. We do the work. You reap the rewards. Twitter: https://twitter.com/canpod1 IG: https://www.instagram.com/cannabisinvestingpodcast/ Show links: Alan Brochstein: https://seekingalpha.com/author/ALAN-BROCHSTEIN-CFA Village Farms article: https://seekingalpha.com/article/4573501-village-farms-is-deep-value Canopy Growth article: https://seekingalpha.com/article/4571716-canopy-growth-is-not-a-good-stock-for-cannabis-investors MSOS article: https://seekingalpha.com/article/4577734-msos-etf-meltdown-hurting-cannabis-stocks Columbia Care article: https://seekingalpha.com/article/4575545-cannabis-company-columbia-care-is-a-bargain…
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1 Psychedelic Sunday: Mushrooms Are The Key - Red Light Holland CEO Todd Shapiro 42:20
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Red Light Holland CEO Todd Shapiro talks recreational approach to psilocybin and its focus on near-term revenue - a rarity in the psychedelic space. Growing different kinds of mushrooms. Loyal retail investors essential to growth. Recent auditor change. Partnering with Wiz Khalifa, Russell Peters as CCO; path to legalization and profitability. Look at psychedelic companies' run rates. Our links: The Cannabis Investing Podcast: https://seekingalpha.com/cannabisinvestingpodcast On The Cannabis Investing Podcast, host Rena Sherbill provides actionable investment insight and the context with which to understand the burgeoning cannabis industry. Seeking Alpha Premium: https://seekingalpha.com/premium/getting-started A comprehensive set of features and analysis that helps take the guesswork out of your investing decisions. Get the bottom-line on any stock or ETF with our Premium tools. Alpha Picks: https://seekingalpha.com/alpha-picks/subscribe Alpha Picks gives you two top stock picks each month, sifted from Seeking Alpha’s analysis of thousands of stocks. We do the work. You reap the rewards. Twitter: https://twitter.com/canpod1 IG: https://www.instagram.com/cannabisinvestingpodcast/ Show links: Red Light Holland: https://redlight.co/ Red Light Holland on Twitter: https://twitter.com/RedLightHolland Red Light Holland on IG: https://www.instagram.com/redlightholland/…
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1 Wana Brands CEO Nancy Whiteman On Growth With Conviction 55:07
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Wana Brands CEO Nancy Whiteman on being one of the top edible brands in North America and how they grew without outside capital - never take money you don't need. Getting acquired by Canopy Growth, differences between the Canadian and US cannabis markets. Delta 8 and concerns around synthetically derived hemp. Our links: The Cannabis Investing Podcast: https://seekingalpha.com/cannabisinvestingpodcast On The Cannabis Investing Podcast, host Rena Sherbill provides actionable investment insight and the context with which to understand the burgeoning cannabis industry. Seeking Alpha Premium: https://seekingalpha.com/premium/getting-started A comprehensive set of features and analysis that helps take the guesswork out of your investing decisions. Get the bottom-line on any stock or ETF with our Premium tools. Alpha Picks: https://seekingalpha.com/alpha-picks/subscribe Alpha Picks gives you two top stock picks each month, sifted from Seeking Alpha’s analysis of thousands of stocks. We do the work. You reap the rewards. Twitter: https://twitter.com/canpod1 IG: https://www.instagram.com/cannabisinvestingpodcast/ Show links: Wana Brands: https://www.wanabrands.com/ Wana on Twitter: https://twitter.com/WanaBrands Wana on IG: https://www.instagram.com/wanabrands/?hl=en…
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Nick Gastevich, aka CannaVestments , one of our favorite commenters on Seeking Alpha, returns for a super actionable take on cannabis stocks . Focus on companies that control their own destinies as much as possible. Which balance sheets are in trouble and who's generating real cash flow. Diving deep into the top multi-state operators + AYR ( AYRWF ), MariMed ( MRMD ), C21 Investments ( CXXIF ), California operators like Lowell ( LOWLF ), Statehouse ( STHZF ) and Glass House ( GLASF ) and more. Our links: The Cannabis Investing Podcast: https://seekingalpha.com/cannabisinvestingpodcast On The Cannabis Investing Podcast, host Rena Sherbill provides actionable investment insight and the context with which to understand the burgeoning cannabis industry. Seeking Alpha Premium: https://seekingalpha.com/premium/getting-started A comprehensive set of features and analysis that helps take the guesswork out of your investing decisions. Get the bottom-line on any stock or ETF with our Premium tools. Alpha Picks: https://seekingalpha.com/alpha-picks/subscribe Alpha Picks gives you two top stock picks each month, sifted from Seeking Alpha’s analysis of thousands of stocks. We do the work. You reap the rewards. Twitter: https://twitter.com/canpod1 IG: https://www.instagram.com/cannabisinvestingpodcast/ Show links: CannaVestments on Seeking Alpha: https://seekingalpha.com/user/49607348/comments CannaVestments on Twitter: https://twitter.com/CannaVestments Previous appearances on this podcast: https://seekingalpha.com/article/4497256-searching-for-cannabis-catalysts https://seekingalpha.com/article/4356531-cannabis-investors-should-be-looking-for-good-stewards-of-capital-podcast-transcript…
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When will capital markets catch up to the psychedelic industry? Ronan Levy, CEO and Co-Founder of Field Trip, discusses strategy behind focusing on ketamine assisted therapy and why splitting up Reunion Neuroscience ( REUN ) (drug development) and Field Trip ( FTHWF ) (clinical infrastructure) made the most sense ('The FDA likes things in neat tidy boxes'). Adult-use psychedelic market has already begun - differentiation will be an issue. In this time of decimated valuations, what should investors focus on? Our links: The Cannabis Investing Podcast: https://seekingalpha.com/cannabisinvestingpodcast On The Cannabis Investing Podcast, host Rena Sherbill provides actionable investment insight and the context with which to understand the burgeoning cannabis industry. Seeking Alpha Premium: https://seekingalpha.com/premium/getting-started A comprehensive set of features and analysis that helps take the guesswork out of your investing decisions. Get the bottom-line on any stock or ETF with our Premium tools. Alpha Picks: https://seekingalpha.com/alpha-picks/subscribe Alpha Picks gives you two top stock picks each month, sifted from Seeking Alpha’s analysis of thousands of stocks. We do the work. You reap the rewards. Twitter: https://twitter.com/canpod1 IG: https://www.instagram.com/cannabisinvestingpodcast/ Show links: Field Trip Health: https://www.fieldtriphealth.com/ Field Trip Twitter: https://twitter.com/fieldtriphealth Field Trip IG: https://www.instagram.com/fieldtriphealth/?hl=en Ronan Levy Twitter: https://twitter.com/RonanDLevy Ronan Levy IG: https://www.instagram.com/ronandlevy/ Ronan's 1st appearance: https://www.spreaker.com/user/16831773/shifting-focus-from-cannabis-to-other-ca…
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How should cannabis investors ride the wave of depressed valuations? Tiby Erdely, who came to cannabis from Goldman Sachs and co-founded KEY Investment Partners, talks about why consolidation is coming. We also discuss why investors should get deep into companies' income statements and balance sheets and focus primarily on the last 6-12 months of performance. Why the top 5 multi-state operators (Trulieve ( TCNNF ), Green Thumb Industries ( GTBIF ), Curaleaf ( CURLF ), Cresco ( CRLBF ), and Verano ( VRNOF )) are separating from the pack. Canopy Growth ( CGC ) and Tilray ( TLRY) : Canadian operators' U.S. intentions - keep a close eye on Nasdaq setting a precedent. Our links: The Cannabis Investing Podcast: https://seekingalpha.com/cannabisinvestingpodcast On The Cannabis Investing Podcast, host Rena Sherbill provides actionable investment insight and the context with which to understand the burgeoning cannabis industry. Seeking Alpha Premium: https://seekingalpha.com/premium/getting-started A comprehensive set of features and analysis that helps take the guesswork out of your investing decisions. Get the bottom-line on any stock or ETF with our Premium tools. Alpha Picks: https://seekingalpha.com/alpha-picks/subscribe Alpha Picks gives you two top stock picks each month, sifted from Seeking Alpha’s analysis of thousands of stocks. We do the work. You reap the rewards. Twitter: https://twitter.com/canpod1 IG: https://www.instagram.com/cannabisinvestingpodcast/ Show links: KEY Investment Partners: https://keyinvestmentpartners.com/…
As the industry develops, lots of talk recently around cannabis consumption lounges and cannabis tourism in Colorado, Nevada and beyond. What it's like to grow the cannabis economy with Chris Chiari, CEO/Founder of The 420 Hotels. Cannabis is a commodity - what that means for pricing and business models. Our links: The Cannabis Investing Podcast: https://seekingalpha.com/cannabisinvestingpodcast On The Cannabis Investing Podcast, host Rena Sherbill provides actionable investment insight and the context with which to understand the burgeoning cannabis industry. Seeking Alpha Premium: https://seekingalpha.com/premium/getting-started A comprehensive set of features and analysis that helps take the guesswork out of your investing decisions. Get the bottom-line on any stock or ETF with our Premium tools. Alpha Picks: https://seekingalpha.com/alpha-picks/subscribe Alpha Picks gives you two top stock picks each month, sifted from Seeking Alpha’s analysis of thousands of stocks. We do the work. You reap the rewards. Twitter: https://twitter.com/canpod1 IG: https://www.instagram.com/cannabisinvestingpodcast/ Show links: The 420 Hotels: https://the420hotels.com/home…
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Stephen Tobin on investing in psychedelic stocks while they're still pre-revenue. Why he's a big believer in Compass Pathways ( CMPS ) and Atai Life Sciences ( ATAI ) and not as much in Cybin ( CYBN ) or MindMed ( MNMD ). Will first-movers get the advantage? What will move share prices? The importance of patents and cash in the industry.…
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Legal cannabis has officially hit New York . Two long-time advocates , Allan Gandelman and Kaelan Castetter, came on when New York first went legal and return to provide context for this moment. We discuss when supply might meet demand, why the two-tier system works and will likely be a federal model, the illicit market, and the obscene value of NY licenses.…
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1 Psychedelic Sunday: Scrutinizing Psychedelic Stocks 1:08:38
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What makes a psychedelic company compelling? Analyst Alex Carchidi has a background in biotech and focuses on long-term growth and risk management. He shares what investors should focus on in the psychedelic space and the pros and cons of owning his top 5 psychedelic stocks.
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Negative conditions are crashing down all around investors. Make sure companies in your portfolio will survive. Ted Waller shares why some stocks are falling off a cliff. Not all ETFs are created equal - stay away from the leveraged ETFs ('dynamite ready to be lit'). Pinning hopes on current cannabis leaders. Cash flow is extremely important.…
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James Baker and Julian Lin are two standout analysts who have joined us over the years for 3 MasterClasses in cannabis investing. This is a compilation of highlights from those shows. As the last episode of the year, and as we've been met with more political gridlock and disappointment, we would do well to remind ourselves of some investing truths, let go of outdated hopes and focus more on descheduling than banking reform. On the crash that came, uplisting, internal and external growth, goodwill and intangible assets and why cash flow is more important than adjusted EBITDA.…
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Welcome to the 2nd episode of Psychedelic Sunday , where we delve into psychedelics and investing. Today we give an overview of the 4 main stocks in psychedelics, focusing on recent earnings calls and analyst Q&A for Compass Pathways ( CMPS ), Atai Life Sciences ( ATAI ), MindMed ( MNMD ) and Cybin ( CYBN ). We'll be diving even deeper into these stocks over the next couple of weeks with the help of Stephen Tobin and Alexander Carchidi.…
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Celebrating episode 200 with Emily Paxhia! Time to reset expectations and focus the conversation on rescheduling (or descheduling!) cannabis. Dysfunction at the federal level - not passing cannabis banking reform is in direct opposition to majority of US voters. Sidestepping the froth with the PSDN ETF. Small cap value story. Top companies already positioned for uplisting, but what are the rules of the game? Resigning from Ascend Wellness Board, addressing the rumors. Advice and support for retail investors.…
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Emily Paxhia and Hirsh Jain return to catch us up on the California cannabis market and beyond. Getting out of the death spiral but not quite out of the woods yet. Elimination of cultivation tax, but other taxes remain. Incremental progress, but is California moving in the right direction? What parts of the supply chain will benefit? Cannabis pricing, legal vs illicit. Moving towards commoditization.…
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Jon DeCourcey shares how his cannabis investing philosophy has shifted over the past few months. Micro vs macro perspective, risk on vs risk off environment. What is going on in Washington? Is there reason for more optimism on political front? Moving pieces of continued cannabis expansion and what's happening beyond companies' control.…
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Happy to have Alan Brochstein back! Thoughts on the recent rally (less about Bulls buying than Bears covering), political doubts and overall optimism. Valuations are low, but there's good news across the States. These stocks are really cheap. Mistake to assume margins will go down. Analyzing Canopy Growth (CGC), Curaleaf (CURLF), AYR Wellness (AYRWF), Ascend (AAWH) and more.…
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1 Everyone Says Sell Your Cannabis Stocks! I See It Differently 1:05:31
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Alan Sumler comes from the world of academia. We discuss his long positions in cannabis and how he approaches his stock analysis. How history influences his cannabis investing and looking at short-term movements through a long-term lens. A rare opinion - Positive on Canada! Playing options, balancing technical and fundamental analysis and problems with the way we cover cannabis investing.…
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1 Cannabis REITs Are The Perfect Setup While We Wait For Federal Legalization 46:40
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Brad Thomas, who runs iREIT on Alpha, breaks down why cannabis REITs are an income play and a growth story. Lack of federal legalization affords cannabis REITs a strong opportunity as real estate is a big part of the industry. We discuss the value of licenses, leases, good and bad tenants. Brad's bullishness on Innovative Industrial Properties (IIPR), as well as NewLake Capital (NLCP), AFC Gamma (AFCG) and Power REIT (PW).…
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Catching up on the cannabis industry, we revisit some of our most salient analysis of the past 6 months. Jon DeCourcey covers upcoming tailwinds; Jason Powers and Julian Lin talk valuations and compare undervalued tech to cannabis and Nick Gastevich discusses returning to former growth rates as more states come online.…
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Ted Waller joins us again to discuss staying bullish but getting more realistic about the cannabis industry. Limited growth rates, margin compression and the need to keep our emotions out of investing. Buying special situations and what stocks are more concerning.
Julian Lin, founder of Cannabis Growth Investor, returns to discuss two of his favorite cannabis plays - a REIT and an MSO. Cannabis investing philosophy (valuations should drive capital allocations). Net leases, cap rates and how legislation may affect bullish thesis. Smart acquisitions, management compensation, inside ownership and understanding high debt.…
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The Cannabis Investing Podcast
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With Ascend Wellness - and perhaps other MSOs - set to sue the US government, we think it's a good time to hear directly from cannabis executives to get their thoughts on the industry. We hear from TerrAscend 's Jason Wild, Ascend Wellness' Abner Kurtin, MariMed's Bob Fireman and Weedmaps' Chris Beals. As we hit mid-year, we hope this brings you more clarity into understanding the sector!…
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Capital is disappearing in the cannabis industry. Mike Regan and Colin Ferrian return and we discuss what investors need to understand about valuations (it's not just like tech). Grading California's main players, consumption patterns, price erosion. EBIDA over EBITDA. For a real transparent take on California trends, listen to Scotts Miracle-Gro conference call every quarter. Cyclical trends amidst secular growth and Colin turns the tables on me!…
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1 Legal and Illicit Weed and the Economics of Cannabis 1:04:34
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Dr. Robin Goldstein and Professor Daniel Sumner wrote Can Legal Weed Win?: The Blunt Realities of Cannabis Economics, an objective take on understanding the long-term economics of legal and illicit cannabis. Competition between legal and illicit market - not clear who wins. What types of policies will help legal weed win, learning from other commodity markets and why having a cash cushion is essential. The benefits of being a craft brand and why regional identity is key.…
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Patience, more institutional capital and more catalysts, but mostly we need patience as we wait for the industry to grow into a more mature sector. Matt Hawkins returns to discuss StateHouse/Harborside, the California cannabis market and the developing US landscape. Advice to retail investors and why managing cash is key. Institutional capital will come in and everyone will want in on an MSO or wanting to partner with an MSO. That's where the money is going to be made.…
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1 Still A Lot More Work To Do In The Cannabis Industry 1:04:34
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Michael Auerbach, Founder and Chairman of Subversive Capital and The Parent Company (OTCQX:GRAMF) first came on for our first two SPAC Weeks and returns today to update us on GRAMF and the growth that hasn't shown up the way we expected. InterCure and the Israeli market. We also discuss his new ETF PUNK, which came on the scene and shorted Meta.…
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Julian Lin catches us up on recent earnings volatility, valuations and how investors should be looking at the cannabis industry. Why he's a big fan of Verano but not a fan of the Cresco/Columbia Care merger. IIPR, NewLake Capital and why cannabis REITs are highly compelling.
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4/20 is a time to celebrate the plant and industry but also a time to reflect on how much further we still need to go. Growing up in a farming family, Reginald Stanfield started JustinCredible Cultivation, the first non-equity, Black-Owned Cannabis Cultivation in Massachusetts. We discuss the two different cannabis industries; working with Curaleaf, navigating the challenges of raising capital, evolving regulations and reasons for optimism.…
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The Cannabis Investing Podcast
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Jon DeCourcey from Viridian Capital Advisors returns to discuss recent earnings and why disappointment is overblown. Favoring quality, underappreciated names in the cannabis industry due to favorable fundamentals and growth opportunities. These names also benefit from consolidation in the space at a time where it's hard to find alpha in the sector.…
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Guy Rocourt is President, CEO and co-founder of Papa & Barkley, a pillar of California cannabis brands set to roll out nationally this year and recently joined Christian Cannabis. Pushing back on problematic corporate cannabis. Building a brand with solventless sustainable products. Why many MSOs aren't in California - a branding knife fight. Normalizing cannabis - if you use cannabis, say something.…
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Nick Gastevich, one of our favorite commenters on Seeking Alpha, returns to the show to catch us up on the state of cannabis investing. Recent earnings, effects from macro pressures, and how Nick looks at recent consolidations. Illinois' social equity program had the right idea but large MSOs have had too much of a head start. Wave of new states legalizing cannabis now especially important in the face of long federal delays.…
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1 Tim Seymour: Cannabis Industry Growth Will Return In Second Half of 2022 48:00
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Tim Seymour returns to talk cannabis investing within current market conditions. Interconnectivity between asset classes in the time of war and geopolitical volatility. Legislative process, wholesale prices, compression and recent cannabis earnings. Cannabis IPOs, ETFs and looking for free cash flow generation.…
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Alisia Ratliff is CEO of Victus Capital Ventures and returns again on International Women's Day to discuss the European cannabis markets, what has Alisia excited about the scientific and business breakthroughs in the industry and pursuing a more equitable path in the industry.
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Jay Czarkowski, an experienced cannabis expert, returns to discuss why he's betting big on the Northeast. East Coast over California - fresh legal industry to develop. Importance of controlling real estate and gaining local support. Rethinking our timeline around interstate commerce. Favorite mid-tier stocks.…
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1 Do Politics Affect Cannabis' Long-Term Growth Story? 1:09:59
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Federal cannabis legalization is not the end all, be all - investors would be wise to think it will take longer than expected. How should we think about a growing green map in the US when the market's not responding to it? Cannabis' growth story and what that means for valuations. Julian Lin and Jason Powers' compelling and essential conversation for cannabis investors.…
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Deep dive on the California cannabis market with industry experts Emily Paxhia and Hirsh Jain. Pain points and reasons for cautious optimism. Taking stock of the California players. The stocks not getting enough attention in the state (it may surprise you!) and why investors should be wary of companies not reporting GAAP figures.…
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Trulieve CEO Kim Rivers is one of the top cannabis operators. Trailblazing the path of going deep not wide. Moving beyond Florida. Harvest acquisition. Gross margins and profitability.
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Cannabis industry expert Alan Brochstein on the current state of cannabis and 2022 catalysts. New York and New Jersey's path to legalization, how to look at consolidation. Direct listings and SPACs, cannabis REITs, Curaleaf and Verano. MedMen/Ascend Wellness deal breakdown unsurprising.
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The Cannabis Investing Podcast
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Julian Lin, who runs Cannabis Growth Investor on Seeking Alpha, reminds cannabis investors to focus on the fundamentals. Why the Florida market is underrated and why some are thinking about the downturn all wrong. 2022 conjectures, why SAFE Banking won't pass and long-term bullishness. Learn more about your ad choices. Visit megaphone.fm/adchoices…
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The Cannabis Investing Podcast
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Jon DeCourcey, formerly of Canaccord now with Viridian Capital Advisors, also publishes his analysis on Seeking Alpha. We discuss recent cannabis earnings and why he favors mid-tier multi-state operators (MSOs) over the Big 5. SAFE Banking expectations, how he sees valuations growing. Why retail investors should be excited for stalled cannabis legislation. Uplisting catalyst is misunderstood. Why Ayr Wellness is one of our top picks and some seriously actionable investment advice. Learn more about your ad choices. Visit megaphone.fm/adchoices…
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The Cannabis Investing Podcast
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Kristen Yoder, host of The CannaBS Detector and a cannabis veteran, gives an unvarnished take on the cannabis industry. Kristen's #1 complaint about the industry. Why she'd rather be short cannabis stocks than long and where she does feel comfortable putting her money. Learn more about your ad choices. Visit megaphone.fm/adchoices…
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1 Cannabis Stocks Are A Coiled Spring - Industry Update With Brady Cobb 53:20
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Fantastically timely and edifying episode with industry expert Brady Cobb. We talk recent legislation; moving from optics to real reform. SAFE Banking, uplisting and what legislation will mean for cannabis investors. MSOs, ETFs new and old, future valuations, Florida and NY/NJ markets; selling to Cresco, focus on premium products. Learn more about your ad choices. Visit megaphone.fm/adchoices…
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The Cannabis Investing Podcast
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I talked to Oren Shuster, CEO of IM Cannabis, this week in Tel Aviv at its CannaBIZ conference. We discuss the significant share price decline in the industry across the board; the significance of the Republican announcement in the US. Israel's unique market, comparisons to Michigan; Germany and Europe and the growth still to come. Learn more about your ad choices. Visit megaphone.fm/adchoices…
Welcome to the first ever Psychedelic Sunday episode! There is a lot of overlap between cannabinoid and psychedelic experiences and today we launch our coverage of the psychedelics industry. Challenges and opportunities within psychedelics; highlighting four stocks: Compass Pathways (NASDAQ:CMPS), Cybin (NYSE:CYBN), Atai Life Sciences (NASDAQ:ATAI), and MindMed (NASDAQ:MNMD).…
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How should you build your cannabis portfolio? Analyst Jesse Redmond shares his thoughts on MSOs, ETFs and smaller players. Green Thumb resignations, stepping away from Ascend. California, New Jersey and the obligatory SAFE discussion. His favorite strains and why he grows his own cannabis. Show Links: Jesse Redmond on Seeking Alpha Follow The Cannabis Investing Podcast Subscribe to Seeking Alpha Premium…
With tech stocks crashing, are cannabis stocks the most compelling investment right now? Julian Lin tells investors to focus on MSOs that can generate free cash flow right now. Price compression has been far more severe than expected. What rising interest rates means for the cannabis industry. Why Julian's so bullish on NewLake Capital.…
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The Cannabis Investing Podcast
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Fairly disappointing news out of the US as only 2 of the 5 states that had adult-use cannabis on the ballots passed it. With Biden's recent promises amid a protracted regulatory process, will investors' and activists' frustration lead to change? What we as investors can look forward to in the industry.…
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1 Glass House's Graham Farrar On Industry Challenges And Opportunities 40:50
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Glass House aims to be free cash flow positive. Co-Founder and President Graham Farrar comes back to discuss the opportunity and challenge in fighting its main competition - California's illicit market. We also discuss why he thinks Biden's recent announcements are more strategy than stunt and why Glass House won't be at MJBizCon.…
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BDSA provides market research and data solutions for the cannabis industry. CEO Roy Bingham discusses state by state legalization, development of illicit market, lack of consequences. Why he's cautious about the international market.
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Agrify (AGFY) CEO Raymond Chang joined me last year on CEO Interviews to discuss the business model of indoor vertical farming. We recorded this interview before Agrify's recent stock split, but we do discuss the current challenging environment and the pivot the company is now focused on. Rapid deployment, the necessity for consistency, addressing industry pain points and growing segments.…
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Entourage Effect Capital Founder and StateHouse (STHZF) Chairman Matt Hawkins returns to discuss cautiously hunting for distressed assets, the transformative outlook of new regions going legal and developing legislation. Private equity, institutional capital wanting in on cannabis.
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1 New York Cannabis - The Catalyst People Aren't Talking About 31:17
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Weedmaps CEO Chris Beals joined me recently at Benzinga's Cannabis Capital Conference to discuss scaling a cannabis marketplace. The arduous task of policing the platform, whether brand loyalty really exists and the catalyst that people aren't talking about.
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Chief Investment Officer Aaron Miles shares why Verano (VRNOF) got dinged when it went public and how it's shaping its strategy as the market continues to develop. We discuss the Goodness Growth (GDNSF) acquisition, New York's protracted timeline and investing dollars at the right time. One of the top MSOs, find out why Seeking Alpha authors and Wall Street analysts rate Verano as a Strong Buy and why momentum is a concern.…
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Live from Chicago's Benzinga Cannabis Capital Conference with Fast Money's Tim Seymour! Why MSOs are still the most interesting investments but some are separating from others. Tim's conversation with Boris Jordan. Oversupply in the market. People aren't as optimistic and why that's a good thing.
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Cannabis flower usage and pre-rolls with Lowell Farms' Chairman George Allen. The developing retail picture, competitive form factors and the maturing consumer. Lowell's new 35s, bringing elegance to joints and making sense of the industry.
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Talking cannabis legalization in Germany with Niklas Kouparanis, CEO and Co-Founder of Bloomwell Group - one of Germany’s largest cannabis companies. We talk about legalizing the whole value chain. The mistake of decriminalizing before legalizing. Learning the lessons from already legal markets.
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Coming from blue chip CPG companies like Clorox, Troy Datcher came on board as CEO for TPCO Holding (GRAMF) last year. Troy said that he's longed to have a relationship this intimate with the consumer in previous industries. "Candidly, I didn't own the experience." In cannabis TPCO reaches about 70% of California consumers. Creating a different company from how it started. Encouraged by legislative changes in California, but it's not enough. For those that can, influence the outcome.…
Spending more time on the California cannabis market with Lauren Fontein, one of the founders of The Artist Tree, a beautiful new consumption lounge in West Hollywood and Courtney Caron, an instrumental part of the developing retail picture in California. This week we sat on the lounge's balcony and discussed the baby steps happening in the cannabis industry, what retail consumption looks like, and what's holding the state - and country - back from real growth.…
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Green Flower, founded by CEO Max Simon in 2014, is a training platform built for cannabis professionals. Ganjier is its cannabis sommelier certification program. The GF Institute is its newest effort, focused on cannabis workforce development - 30 leading companies including AYR Wellness and Cresco, are founding member brands. Developing standardized process to asses cannabis quality. The people problem in the industry. Learn more about your ad choices. Visit megaphone.fm/adchoices…
As the industry develops, interesting to see how and where. Digital content + cannabis = The Cannigma. Co-Founder and COO Wassim Bahous and CEO Elana Goldberg joined the podcast to talk starting a cannabis publication during the pandemic, the mission to make science-backed information more accessible. Majority of content mostly useful to those living in legal markets; global approach, different languages. Learn more about your ad choices. Visit megaphone.fm/adchoices…
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1 Jim Belushi's Mission From God; GrowGeneration Partnership 56:02
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"You should never feel bad about feeling good." Jim Belushi, actor and founder of Belushi Farms, sums up his feelings about cannabis. He joins Jeremy Corrao, Vice President of Commercial Operations at GrowGeneration to discuss their recent partnership, plans for greenhouses and how to get yields up. Advocating for change, home grow market and GRWG's plans for growth. Getting the band back together at MJ Unpacked! Learn more about your ad choices. Visit megaphone.fm/adchoices…
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Lincoln Johnson, Co-Founder, CEO + CTO of EnCann, returns to the podcast to catch us up on the extraction space ("we're going to see a big shift") and his journey since we talked previously back in 2019. A fantastic take on starting up a cannabis business, navigating the industry, and what Lincoln learned from a long (and ultimately successful) arbitration process. Learn more about your ad choices. Visit megaphone.fm/adchoices…
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The Cannabis Investing Podcast
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InterCure is the most profitable cannabis company outside North America and recently uplisted to the Nasdaq. Israel's former Prime Minister, Chairman Ehud Barak and CEO Alex Rabinovitch join Rena Sherbill to discuss Israel's cannabis landscape and what investors can expect going forward. Europe's gradual progress, building a strong brand with top international names. Upside remains. Learn more about your ad choices. Visit megaphone.fm/adchoices…
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The Cannabis Investing Podcast
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1 180 Life Sciences: Looking At Inflammation With Cannabis 1:01:13
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180 Life Sciences' Prof. Sir Marc Feldmann, who co-founded the company with cannabis trailblazer Prof. Raphael Mechoulam, joins Rena with Dr. Jonathan Rothbard, Chief Science Officer. Focusing on pain and inflammation space. Aiming for FDA approval. Human clinical trials. Limitations of bioavailability in CBD; non-psychoactive synthetic CBD. Learn more about your ad choices. Visit megaphone.fm/adchoices…
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Tim Seymour returns to discuss cannabis investors getting more sophisticated as the industry grows up. Holding management teams more accountable, multiple quarters of execution, profitability as a relative term. Macro picture is both tremendously promising and frustrating. The importance of access to capital. Deep thoughts on the US landscape; Tilray/MedMen, Trulieve, Gage and more consolidation. Learn more about your ad choices. Visit megaphone.fm/adchoices…
Elad Barak founded Voyager Products, a health tech startup creating personalized dosing dispensers for cannabis beverages. Focused on hardware side, proprietary technology. Concentrates; ready-to-drink and make-your-own-drink projections. Applications beyond cannabis; hardware patents. Learn more about your ad choices. Visit megaphone.fm/adchoices…
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The Cannabis Investing Podcast
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Brian Sekandi started careerscannabis.com, the first job search engine for the cannabis industry in North America. Simplifying the application process and improving the recruitment experience with digital technology. He also wrote a book, Kids In Cannabis, to further understanding and lessen the stigma around working in the industry. Incremental change in improving industry standards around hiring. Learn more about your ad choices. Visit megaphone.fm/adchoices…
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1 Julian Lin's Highest Conviction Idea (Ever)? Cannabis. 1:03:22
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Julian Lin, from our MasterClass episodes, has a new cannabis focused marketplace service, Cannabis Growth Portfolio. We discuss his thoughts on EBITDA, ETFs using total return swaps to own US MSOs, rebalancing away from Canadian operators. Uplisting is the clearest catalyst for cannabis stocks. Tilray coming for the US. Legalization is not the thesis to owning cannabis stocks. California concerns. Learn more about your ad choices. Visit megaphone.fm/adchoices…
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1 Alan Brochstein: The Longer Legislation Takes, The Better For Cannabis Companies 1:21:19
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Alan Brochstein, a friend of the podcast and now a 3peat guest, is the founder of 420 Investor and New Cannabis Ventures. We talk uplisting - which doesn't require full legalization - and why the longer legalization takes the better for cannabis companies. The need for education and separating Canadian players from those in the US. Alan's thoughts on [[MSOS]], volume and valuation issues and confronting the California cannabis landscape, including The Parent Company and Glass House. Why there's no winner take all in U.S. cannabis until federal legalization. (We apologize for a less than stellar audio experience but do have a transcript available: https://seekingalpha.com/article/4450076-alan-brochstein-the-longer-legislation-takes-the-better-for-cannabis-companies-podcast-transcript) Learn more about your ad choices. Visit megaphone.fm/adchoices…
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George Jage, former president of MJBizDaily/MJBizCon and CEO of Dope Media, shares how he learned how to build out a nascent industry from the tea industry and bringing that into cannabis with trade shows and business media platforms. Founding Jage Media with a veteran team of cannabis investors right before Covid hit. MJ Unpacked, coming this October to Las Vegas, their upcoming trade show that brings cannabis retail executives, investors and brands all together. We talk about focusing on what a CPG market needs and unpacking the future of legalization, what it means for investors and consumers. Unlocking valuation. Learn more about your ad choices. Visit megaphone.fm/adchoices…
Cannabis company TerraTech recently finalized its merger with Unrivaled and the two California-based companies with combined operations in California, Oregon and Nevada (which represents about 30% of the entire US market) is now known as Unrivaled Brands (OTCQX:UNRV). CEO Frank Knuettel joined Rena to discuss the merger, West Coast landscape, and the developing cannabis future politically and legally. Bringing on further complementary assets and correcting previous management's missteps. Recent Board additions bring cannabis industry knowledge and operational savvy. Learn more about your ad choices. Visit megaphone.fm/adchoices…
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Gage is a cannabis operator solely focused on the Michigan market, which is the third largest state in terms of cannabis consumption. CEO Fabian Monaco joins the show to discuss learning from those that came before him, getting investment insight from Bruce Linton, Jason Wild and Tim Seymour and following Trulieve's example. Gage's exclusive partnership with Cookies, plans for expansion and thoughts on developing legal picture. Learn more about your ad choices. Visit megaphone.fm/adchoices…
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Jason Wild, who started out as a pharmacist, is President of JW Asset Management and Executive Chairman of US multi-state operator TerrAscend (TRSSF). He joins us to discuss starting his successful investing journey by reading Peter Lynch and by being disciplined about holding his winners and selling his losers relatively quickly. Following Trulieve's example of going deep but not wide. More focused, more scale in less places means better margins over near and long-term. Don't be too focused on federal legalization - you can't make money betting on what's going to happen in Washington. Learn more about your ad choices. Visit megaphone.fm/adchoices…
Adrian Sedlin is founder and CEO of Canndescent, a vertically integrated flower brand out of Santa Barbara, CA that offers a number of brands including Justice Joints, which donates 100% of all profits to social equity efforts. California's cannabis landscape suffers from oversupply and not enough legal retail, an unregulated grey market that's 2-3x the size of legal market. Incumbents know their way around; some will be bought by those with large balance sheets, some will head East. Learn more about your ad choices. Visit megaphone.fm/adchoices…
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The Cannabis Investing Podcast
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Sturges Karban, CEO of ManifestSeven, on building the Amazon of the cannabis space. Focusing on California and dealing with its dichotomous nature. Expanding legalization and how it affects the industry. Salience of establishing your time horizon. Learn more about your ad choices. Visit megaphone.fm/adchoices…
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The Cannabis Investing Podcast
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Emily Paxhia is co-founder and Managing Partner of Poseidon Asset Management, one of the earliest and longest-running funds in the cannabis space. Today we discuss the disappointing political picture around cannabis decriminalization and legalization, the path forward for bigger and smaller players in the industry, what Amazon's support of cannabis signals, MSOs diversifying strategies and what cannabis investors should be paying attention to as we come to terms with remaining stigmas and being a capital-deprived industry. Learn more about your ad choices. Visit megaphone.fm/adchoices…
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The Cannabis Investing Podcast
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Seeking Alpha authors James V. Baker and Julian Lin return for our Master Class 3 after bringing so many cannabis investors so much insight and profit in episodes one and two. We catch up about their investing styles, where they think we are in the valuation cycle, what the developing legalization picture means for multi-state operators and investors and what stocks look strong. Learn more about your ad choices. Visit megaphone.fm/adchoices…
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The Cannabis Investing Podcast
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'We think a lot about cost of capital. Access to capital at low cost.' - Green Thumb CEO Ben Kovler, who joins Rena to discuss strong gross margin, net income profitability and free cash flow generation despite onerous cannabis tax regulations. Common-sense approach to cannabis winning out. Massive consumer demand. US consumed with cannacuriosity. Being ready for but not dependant on the next phase of legalization. Learn more about your ad choices. Visit megaphone.fm/adchoices…
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The Cannabis Investing Podcast
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Glass House Group going public via Mercer Park SPAC. President and Co-Founder Graham Farrar joins us to talk consolidating California cannabis. Brand, product focused and control of the shelf space - consistently EBITDA positive, California's mature and immature market. Supply agreement with The Parent Company, plans for expansion; the Casamigos of cannabis. Learn more about your ad choices. Visit megaphone.fm/adchoices…
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The Cannabis Investing Podcast
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As the cannabis community has grown into an industry it's imperative we don't lose track of who and what got us here so today we launch a new Legacy series of the podcast where I talk to people coming from the legacy side of cannabis, way back before the Green Rush started. In Jimmy's own words: "Sometimes when prayers are answered they don’t get answered exactly as you expected. I think the law in California that legalized cannabis could have been written better but overall is a good thing for society and a step in the right direction. This is what people have been dreaming about and fighting for, for decades. I'm not sure if everyone fighting wanted so many laws that came with legalization but I guess that’s the nature of the beast. One of the things I love most in life is smoking cannabis that I grew. I highly encourage others to do so as it is one of the most satisfying, and rewarding ways to connect with the plant. The connection to the plant and the love for it, is the biggest thing the legacy has to offer. I hope anyone who joins the industry finds that connection." Learn more about your ad choices. Visit megaphone.fm/adchoices…
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Are investors ready for the next leg of cannabis legalization and what it does to cannabis companies? That's a question asked by Mike Regan and Colin Ferrian who run MJResearchCo, which provides rigorous investment analysis of the legal cannabis industry. We also discuss the Trulieve/Harvest deal, various players set on dominating California, and what makes a strong operator. Learn more about your ad choices. Visit megaphone.fm/adchoices…
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Agrify is a developer of grow solutions for indoor agriculture, primarily for the cannabis market. CEO Raymond Chang joins Rena to discuss why indoor vertical farming will change the industry. CPG as the future of cannabis. Driving science, data and consistency. Importance of genetics and grow environment. Proprietary measures around design and safety. Building cannabis insight. Learn more about your ad choices. Visit megaphone.fm/adchoices…
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The Cannabis Investing Podcast
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California is perhaps the most attractive cannabis market and certainly the most mature so it's no doubt strong players are interested. Matt Hawkins, founder of Entourage Effect Capital, recently came on as Chairman of Harborside, a legacy California company. Goal of being the best single state operator, moving on from fights with IRS, and confident about banking. Learn more about your ad choices. Visit megaphone.fm/adchoices…
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Red White and Bloom CEO Brad Rogers talks aggressive strategy after being 5 years late to the cannabis game. Establishing presence in the US with strong brands in compelling states. Canadian players without a US strategy will be left behind. US MSOs building formidable moat. Learn more about your ad choices. Visit megaphone.fm/adchoices…
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MariMed is a vertically integrated multi state cannabis operator. CEO Bob Fireman joins Rena Sherbill to discuss why he thinks they're undervalued. Giving guidance, changing messaging and cleaning up balance sheet from previous debt. Full legalization and uplisting closer but still far off - that's the game changing moment. Protecting the creators of the industry, not wanting to become one of the bad guys. Learn more about your ad choices. Visit megaphone.fm/adchoices…
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Vireo Health founder and CEO Dr. Kyle Kingsley returns to the show to talk huge opportunity in US as Arizona, New Mexico and New York legalize adult use cannabis. Legalization doesn't automatically improve your business unless you can scale on operational excellence. Compelling potential in Resurgent Biosciences - Vireo's IP business. Being on the path to profitability. Learn more about your ad choices. Visit megaphone.fm/adchoices…
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The Cannabis Investing Podcast
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1 People Are Sick Of Government Telling Them They Can't Buy Cannabis 1:07:22
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Happy 4/20! To celebrate, we're joined by Kaelan Castetter and Allan Gandelman, who played an integral part in New York legalizing cannabis. The key to true social equity and why limited licenses stifle innovation and create an unequitable marketplace. Very bullish on non-psychoactive cannabinoids. Hemp for industrial use probably has the highest ceiling. Learn more about your ad choices. Visit megaphone.fm/adchoices…
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1 Cannabis Legalization Isn't a Threat, It's An Opportunity 40:35
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The cannabis industry as it stands today is 5% of what it's going to be - so says Jay Czarkowski, Founding Partner at Canna Advisors. Chasing competitive licenses, opportunities in MORE Act, MSOs primed to succeed, as well as some under the radar companies. Companies likely to be acquired, example of why management is the most essential thing when evaluating a company. Learn more about your ad choices. Visit megaphone.fm/adchoices…
Kellen O'Keefe, CEO at Flower One joins Rena Sherbill to discuss his journey from MedMen, what he's learned along the way and what he's excited about in Nevada. Building valuable corporate governance. Management changes throughout the cannabis industry, moving from license acquirers and expanders to strategic operators. MSOs building their advantage through evolving legalization. Inter-state commerce still far off. Learn more about your ad choices. Visit megaphone.fm/adchoices…
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The Cannabis Investing Podcast
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Why aren't US cannabis stocks reflecting more fundamental bullish developments? CNBC's Tim Seymour joins Rena Sherbill to discuss this and his actively managed ETF, CNBS. Top line revenue will be very robust this year. SAFE Banking and waiting to hear what happens in Texas. Cannabis coverage on CNBC, understanding US and Canadian opportunities. It's about finding the companies building the foundation for a consumer products industry as well as the innovations leapfrogging other technologies. Learn more about your ad choices. Visit megaphone.fm/adchoices…
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The Cannabis Investing Podcast
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Jushi Holdings CEO Jim Cacioppo discusses managing growth and taking a leap in the US cannabis industry. Growing strategically and avoiding pitfalls of cannabis industry; good management is essential. Volatility in the market. Picking the right company in cannabis after many got it wrong, advantages of being an MSO. Learn more about your ad choices. Visit megaphone.fm/adchoices…
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The Cannabis Investing Podcast
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Chris Driessen, CEO at SLANG Worldwide talks about being focused on the tremendous opportunity in US cannabis. Speaking the language of CPG, reliance on data, consumer analytics. Small nuance in between markets, but largely same series of events. Share price volatility. Growth in enterprise value and clever consolidation. Learn more about your ad choices. Visit megaphone.fm/adchoices…
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The Cannabis Investing Podcast
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Kimberly Bambach is CFO at Jushi Holdings, a growing US multi state operator with a strong capital market background. Pursuing accretive acquisitions, targeted approaches, raising debt for scale and growth. Overwhelming competence as currency, raising guidance, plans for new and existing markets in the US. Learn more about your ad choices. Visit megaphone.fm/adchoices…
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Supreme Cannabis is a promising turnaround story out of Canada, thanks in large part to its CEO, Beena Goldenberg. Delivering sustainable profitability, driving revenues and the developing Canadian retail picture. Being a role model for women executives and thoughts on the global cannabis landscape. Learn more about your ad choices. Visit megaphone.fm/adchoices…
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Celebrating International Women's Day with Alisia Ratliff, Scientist and CEO of Victus Capital Ventures. A frank conversation about the frustrations of being the only woman in the board room; the push to keep evolving and starting Victus with her husband Chris. Leading with science and data. Building awareness and strategic change. Loving extraction and new cannabinoids coming online. The stress of having IPs without capital. Learn more about your ad choices. Visit megaphone.fm/adchoices…
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The Cannabis Investing Podcast
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Australis Capital CFO Jon Paul joins Rena Sherbill to discuss closing its acquisitions and why coming on board was a bet on CEO Terry Booth. How MSOs will rationalize over time and optimism on banking opening up. IPOs, SPACs and why the FDA needs to provide more certainty on CBD. Learn more about your ad choices. Visit megaphone.fm/adchoices…
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The Cannabis Investing Podcast
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Indus' George Allen returns to the show to announce its exciting new deal with Lowell Herb. Consolidation is the name of the game in cannabis - this isn't the last deal they'll do but the one they always wanted to do. Playing the value game, Lowell is at the top of sought after brands, doesn't have to fight for shelf space. High quality flower, moving away from concealing cannabis - invites the mainstream in. Learn more about your ad choices. Visit megaphone.fm/adchoices…
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The Cannabis Investing Podcast
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Logistics are an essential part of cannabis, but it's an area where people aren't looking. Yoram Eshel led supply chain and logistics at Teva and now runs Cannabilog, an Israeli company that closes the gap between growing, manufacturing and supply chain/logistics management. There are new and more elaborate regulations around ever evolving innovations in medical cannabis and there's a big gap in managing this in cannabis industry. Where regular pharma fails, cannabis steps in. Inter-state commerce, importing and exporting over global borders. Cannabis growth comes from the bottom up - unlike most other industries that grow from the top down. Learn more about your ad choices. Visit megaphone.fm/adchoices…
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The Cannabis Investing Podcast
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Michael Auerbach returns to discuss Subversive's recent deal with leading Israel cannabis company, InterCure and gives an update on The Parent Company. Why Subversive pivoted from a REIT to a SPAC, Canndoc's compelling financials, brands and trading on Nasdaq. Opportunity in GRAMF and other US players still trading at a discount. Learn more about your ad choices. Visit megaphone.fm/adchoices…
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The Cannabis Investing Podcast
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SPAC Week II continues with Chris DeMuth Jr, Seeking Alpha Marketplace author and SPAC superstar. He discusses SPACs in general, cannabis SPACs in particular and his favorites with Rena Sherbill. What to look for in a SPAC, trading vs investing and why Chris likes Aphria and Canada. Learn more about your ad choices. Visit megaphone.fm/adchoices…
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The Cannabis Investing Podcast
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SPAC Week returns with Joe Crouthers, Co-Founder and CEO of Ceres Group Holdings, who discusses with Rena Sherbill why they're focused on the plant-touching side of the sector. Tying cannabis into traditional business. SPACs more collaborative and less adversarial than traditional IPOs. What was irrational exuberance is now based on strong business foundations. The consumerification of cannabis. Learn more about your ad choices. Visit megaphone.fm/adchoices…
The CBD market has recently seen a multi-billion dollar deal and HempFusion going public. HempFusion Co-Founder/CEO Dr. Jason Mitchell and CCO Danny Brody join Rena Sherbill to discuss radical transparency, methodical growth and becoming more efficient during Covid. We also cover the opportunity in probiotics and hemp. Doing things right as opposed to Right Away and why expansion is absolute. Learn more about your ad choices. Visit megaphone.fm/adchoices…
In a troubling and unpredictable year, blockchain and cannabis have been some of the best investments and two industries most primed for growth. Chris Naprawa, Director and Chairman of the Board at Khiron and President at TAAL Distributed Information Technologies, shares his insights on both paradigm-shifting industries. Why BSV is the protocol of the future, and why TAAL is in position to capitalize on that. Importance of data. Solving for the consumer and regulatory compliance. Future of cannabis in South America, Brazil set to be biggest medical market, Colombia demographics an advantage and accessing capital at a cost you can live with. Learn more about your ad choices. Visit megaphone.fm/adchoices…
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The Cannabis Investing Podcast
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1 Now Is The Time to Build A National Cannabis Brand 1:00:31
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Talking CBD, hemp, cannabinoids in the health and wellness segment with Smoke Wallin, CEO of Vertical Wellness. Many regulatory headwinds, but near-term hemp and CBD saturation will open up and level off. FDA still captive to pharma industry. Bigger opportunity for natural products industry. Essential to know how to operate in a regulated market. Cannabis beverages - bullish over long-term, many impediments short-term. Mutually beneficial consolidation, cannabinoids + athletes and the amazing results of chickens ingesting CBD. Learn more about your ad choices. Visit megaphone.fm/adchoices…
CEO Jonathan Sandelman returns to the show to discuss AYR Strategies' recent deals and its steady rise to the top of the MSO pack. 7 M&A transactions in past 4 months. Very accretive deals for shareholders: great assets at a fair price. Want partners and shareholders to be excited to partner with AYR. AYR stock a big reason companies do deals with them. Importance of the flower. Why change in US political climate accelerated AYR's path for growth, what they like about Florida and where else they may be heading. Learn more about your ad choices. Visit megaphone.fm/adchoices…
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The Cannabis Investing Podcast
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SPAC week continues with Kyle Detwiler, CEO of Clever Leaves, a recent entrant to Nasdaq. Building one of the largest cannabis companies in the world using a much more capital efficient funding process. going the SPAC route. Cannabis grown in Colombia, being GMP-certified, LatAm region makes sense especially for extraction use. Cannabis on a global stage. Learn more about your ad choices. Visit megaphone.fm/adchoices…
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The Cannabis Investing Podcast
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It's SPAC week and why not start with Subversive Capital and the biggest cannabis SPAC ever, launching this week: The Parent Company. Subversive Founder and Chairman Michael Auerbach joins Rena Sherbill to discuss California as the tip of the spear and why it was always the focus. Creating a generational company and real change. Shared social equity vision with Jay-Z. Consolidating and dominating despite a saturated SPAC market. Being included in the chart topping ETF MSOS and why it's the best investment in cannabis right now. Learn more about your ad choices. Visit megaphone.fm/adchoices…
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The Cannabis Investing Podcast
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Cannabis is reaching more people in more ways and recent US elections show the green rush is here to stay. But what about Canada? Jeff Fallows, President of The Valens Company, explains why he came on board - what they're doing differently and better than its Canadian peers. Cycle of improvement; operational efficiencies, better cost profile, leading the charge of cannabis 3.0 and next generation products. CPG companies getting into cannabis, inflection points and paying attention to share price. Learn more about your ad choices. Visit megaphone.fm/adchoices…
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The Cannabis Investing Podcast
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Israel is the largest consumer of medical cannabis in the world, but regulatory progress towards full legalization is moving slowly.Saul Kaye, CEO and founder of iCAN, talks Israel's rapidly developing cannabis market and why regulators shouldn't forget the underground market. Setting up supply chains in Israel and Europe. Psychedelics, cannabis and treating mental health. Learn more about your ad choices. Visit megaphone.fm/adchoices…
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The Cannabis Investing Podcast
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Our Master Class returns with two terrific SA authors and investors in the cannabis space: James V. Baker and Julian Lin. We cover the US cannabis space and why P/E multiples don't make any sense; out of whack valuations. Coming soon: 100 bagger stocks; issuing debt vs selling stock. Cannabis investors need to be better educated. the absurdity of 280E. Covering the ETF MSOS, derivatives and options and a basket approach to cannabis investing. Learn more about your ad choices. Visit megaphone.fm/adchoices…
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The Cannabis Investing Podcast
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Columbia Care CEO and co-founder Nicholas Vita shares his thoughts on disproportionate growth, and why private equity may be the next big thing to get into cannabis. State laws dictate federal laws, which has only been exacerbated by Covid. Columbia Care is the leader in the Mid-Atlantic and readying for staggering growth in the East Coast. Headlines are great but integration is hard, driving real value requires real discipline. Market leader in most of their markets in multiple states because they've had more time to do it. Learn more about your ad choices. Visit megaphone.fm/adchoices…
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The Cannabis Investing Podcast
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1 In Cannabis, You Have To Be Comfortable Being Uncomfortable 44:00
44:00
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We are on the cusp of another burst of M&A in the cannabis industry, but one grounded more in fiscal responsibilities. Scott Hammon, partner and leader of the cannabis practice at MGO, joins Rena Sherbill to discuss this trend amidst the rapidly maturing cannabis industry. We also cover why companies are putting a stronger emphasis on regional footprints over a national one; good operators will be able to take advantage of this market no matter size or business model. Learn more about your ad choices. Visit megaphone.fm/adchoices…
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The Cannabis Investing Podcast
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1 Khiron: Building a Multi-Billion Dollar Cannabis Company 59:45
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좋아요59:45
Celebrating our 100th episode! Alvaro Torres, co-founder and CEO of Khiron, joins us to discuss building value in LatAm and Europe and why a strong foundation is essential. Following its recent Q3 earnings and some bullish announcements, we also cover why Khiron wanted to avoid treating cannabis as a commodity. Sustainable patient growth with good margins. Staying the course. Slow, but present, European growth; CBD skincare in Hong Kong; growth in Mexico, Colombia and beyond. Learn more about your ad choices. Visit megaphone.fm/adchoices…
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The Cannabis Investing Podcast
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Fresh off record earnings, Planet 13 continues to build on investors' excitement about cannabis in general and the US in particular. Co-CEO Bob Groesbeck talks to Rena Sherbill about being positioned for growth once more markets open up and protecting margins, the importance of liquidity and avoiding debt. Fighting for reform. Experiential retail. Encouraged by the critical mass of the States and hoping to see a bill soon that acknowledges that. Visions of dividends. Learn more about your ad choices. Visit megaphone.fm/adchoices…
MSOhmy! The US cannabis space is at least 10x the size of Canadian market - and growing. Recent earnings for cannabis companies bear this out in a tale of two countries, with the US winning. Dan Ahrens, AdvisorShares COO and PM, returns to the show to discuss why stock selection matters, index based doesn't make sense for cannabis and avoiding Canada with exception. Cannabis ballot initiatives passing easily and broadly in US - upside is huge. The false narrative of popping stocks. Learn more about your ad choices. Visit megaphone.fm/adchoices…
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The Cannabis Investing Podcast
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During a recessionary environment is historically when VCs make a ton of money. Narbe Alexandrian, President and CEO of Canopy Rivers, the venture capital arm of Canopy Growth, returns to the show. We discuss its portfolio, TerrAscend capitalizing on New Jersey going legal, and building one's thesis in the cannabis market. We also cover creating brand equity, being customer obsessed and finding the disruptors. Pushing edibles to the next level with automation and why most companies wouldn't choose vertical integration unless they had to. Learn more about your ad choices. Visit megaphone.fm/adchoices…
For cannabis legislation, worth focusing less on Presidential election, more on the Senate. Majority of Americans support cannabis legalization - what other topic has such unified opinion? So asks Anthony Coniglio, CEO of NewLake Capital, a cannabis real-estate investment vehicle with tenants across the supply chain in the U.S. We discuss the value of real estate, how NewLake differs from IIPR and why we'll continue to see single state operators get bought by MSOs. Focusing but not obsessing over politics and regulatory authorities. Change, no matter what, is slow. Learn more about your ad choices. Visit megaphone.fm/adchoices…
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The Cannabis Investing Podcast
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1 Under The Hood Of The World's Cheapest Pot ETF With Cambria's Meb Faber (TOKE) 28:46
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좋아요28:46
Today's guest is the co-founder, CEO and CIO of Cambria Investment Management, Meb Faber. He has authored numerous white papers and books on factor-based portfolio construction and favors value- and momentum-tilted strategies in Cambria's 12 ETFs, as well as in the firm's separately managed accounts. The Cambria Cannabis ETF (TOKE) is currently Cambria's only foray into thematic investing - which says a lot about Faber's strong belief in the Cannabis sector's long-term prospects. At 42 basis points, TOKE is the cheapest way to gain exposure to the growing Cannabis sector. Is it also the best? Show Notes 1:45 - Covid-19 and Meb's work/life balance 5:45 - Why Meb decided to start his own ETF firm; General philosophy on launching ETFs 11:15 - Given how saturated the Cannabis fund space is, why make that Cambria's first thematic ETF? 18:30 - As a value guy, are Cannabis sector valuations currently reasonable? 24:00 - How important is U.S. federal legalization to the long case for cannabis stocks? Learn more about your ad choices. Visit megaphone.fm/adchoices…
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The Cannabis Investing Podcast
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We know not all states have legal cannabis and taxes are still being spent to keep people in jail for cannabis charges - and while there is extreme wealth in the industry not enough is being done to create change. Stormy Simon - after a successful 15 years at Overstock.com - opened her eyes to the power of the cannabis plant - and after a stint as High Times' CEO - decided to run for Utah's House of Representatives. We discuss the importance of active participation, moving towards plant medicine, and disrupting the system with blockchain. Learn more about your ad choices. Visit megaphone.fm/adchoices…
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The Cannabis Investing Podcast
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As the cannabis industry continues to mature, many companies are reckoning with necessary evolutions. George Allen, formerly of Acreage and a friend of the show, joins Rena Sherbill to discuss the MSO scene and some of the myths surrounding the US cannabis industry. George always liked Indus Holdings' assets, but the company had made some mistakes before he came on board. Now it's operating at an enviable scale. We discuss why Indus has a real chance at being the leading player in California. Simplicity of mission most essential. Learn more about your ad choices. Visit megaphone.fm/adchoices…
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The Cannabis Investing Podcast
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Marie Montmarquet, co-founder of MD Numbers, talks to Rena Sherbill about the advantages of running a small family business. Avoiding over-corporatization, staying focused on the details, but knowing partnership may be inevitable. We also discuss the differences between Northern and Southern California cannabis cultures, willful vs woeful ignorance, failed policies and unavoidable unfriendly loans in the cannabis industry. Self-funding, maintaining and raising capital as a minority and first business owner. Fighting for real social equity programs - pessimistic on macro level; optimistic on a community level. Learn more about your ad choices. Visit megaphone.fm/adchoices…
Frustrated by the 'business of medicine', Dr. Jessica Knox co-founded Doctors Knox, Inc., American Cannabinoid Clinics, and ADVENT Academy in order to build an endocannabinoidome care ecosystem that is science-based, patient-focused, and equity-driven. Dr. Knox joins Rena Sherbill to discuss the importance of leading with history and science, the concern around rescheduling cannabis and why the bifurcation of medical and rec/adult use market doesn't make sense. Misinformation and stigma still deeply entrenched in the medical community. Single molecule medicine and issues around incorporating whole plant cannabis medicine. Learn more about your ad choices. Visit megaphone.fm/adchoices…
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The Cannabis Investing Podcast
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Max Simon, a cannabis thought leader, founder and CEO of Green Flower Media joins Rena Sherbill to discuss our favorite green flower. We discuss improving quality of life through cannabis, the job growth in the industry, running cannabis companies like a CPG company and why 'what cannabis stock should I buy' isn't the right question. We also cover the power of education and destigmatizing the cannabis plant. Learn more about your ad choices. Visit megaphone.fm/adchoices…
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The Cannabis Investing Podcast
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With only 2 states, AYR Strategies is a top 5 EBITDA company and from a profit margin perspective, second in the industry. We're now in cannabis 2.0 which means more discipline from companies and investors. The winners have access to capital, bit everyone else is excluded. Jon Sandelman, AYR's CEO, returns to the show discuss with Rena Sherbill why culture and vision matter and why you can't build a big business on a weak foundation. We also talk about the currency of current deals in the space, the death spiral of dilution, and CPG multiples. Learn more about your ad choices. Visit megaphone.fm/adchoices…
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The Cannabis Investing Podcast
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Though much of the US and Canadian cannabis space is focused on the adult-use/rec market, Africa, Europe, and Asia (most of the world!) are more focused on the medical side and that's where the legal industry is being established. David Parry, CEO of Cannsun Medhel, joins the show to talk about the medical side of cannabis, and focusing on Asia, Europe and Africa. Learning from indigenous communities about complements to THC and CBD. Integrating business with community, righting social equity wrongs, sustainably using stalks and roots, pushing back against traditional pharma and building a good seed bank in Africa and Thailand. Learn more about your ad choices. Visit megaphone.fm/adchoices…
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The Cannabis Investing Podcast
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We cover many fundamental questions in this deep, broad and colorful conversation with two terrific Seeking Alpha authors and investors in the cannabis space: James V. Baker and Julian Lin. Why there is time for current MSOs to build a moat, importance of passing MORE Act, descheduling the plant and why getting rid of 280E gives the industry life. Fallacy of free cash flow, MSO rollups, generating profits without economies of scale. Thoughts on Green Thumb-Trulieve rumors and why momentum investors will get shaken out. Learn more about your ad choices. Visit megaphone.fm/adchoices…
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The Cannabis Investing Podcast
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Many companies try and get away from the stoner side of cannabis; Scott Sundvor and Space Coyote lean into it. Importance of being focused on profit from the beginning while respecting the plant and consumer. Many great companies have risen from great recessions. 2020 the year of survival. Thoughts on cultivation, natural selection in the cannabis space, getting away from venture dollars and learning the lessons of Covid. Favorite strains and joint rolling tips! Learn more about your ad choices. Visit megaphone.fm/adchoices…
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The Cannabis Investing Podcast
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Trulieve recently reported earnings and is getting a lot of shareholder love - we take a deeper dive into the numbers in a frank conversation with CEO Kim Rivers. We talk growth despite onerous banking regulations, incremental momentum on 280E, why discipline matters and building a hub model across the US. We also discuss issuing debt and the salient lesson that capital markets aren't always available so can't rely on them to run your business. Learn more about your ad choices. Visit megaphone.fm/adchoices…
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The Cannabis Investing Podcast
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Everyone agrees that cannabis in the 21st century is far different than cannabis of the past - much of that has to do with terpenes. Chris Campagna, CEO of True Terpenes, joins Rena Sherbill to discuss well, terpenes, and the entourage effect. We also cover taking a different approach to medicine than traditional pharma, the future of inter-state cannabis commerce - challenges of getting genetics from state to state when the plant is still illegal; evolution of testing, edibles and improving cannabis beverages. Learn more about your ad choices. Visit megaphone.fm/adchoices…
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The Cannabis Investing Podcast
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We're in a small business crisis - now is the time to pick up distressed assets. Matt Hawkins, founder of Entourage Effect Capital, joins Rena Sherbill to discuss opportunities for distressed investing, why this time has been great for the cannabis industry and drifting towards real growth opportunities in edibles and liquids. We also talk legalization as the next big wave, why flower isn't going anywhere, creating scale with new investments, politicization of safe banking and toxic optimism. Learn more about your ad choices. Visit megaphone.fm/adchoices…
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The Cannabis Investing Podcast
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Dr. Ethan Russo and Dale Hunt, PhD - superstars in the cannabis space - join Rena Sherbill to discuss why the cannabis plant is a biochemical treasure trove that we've only just begun to understand. We cover endocannabinoids, body receptors, the entourage effect on a molecular level, and why we're at the frontier of the future of medicine. We also discuss them teaming up to create Breeder's Best, and why it's essential for breeders to have a seat at the table. Learn more about your ad choices. Visit megaphone.fm/adchoices…
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The Cannabis Investing Podcast
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Exploring more about the medical/pharma side of cannabis sector and thematic ETF investing. Rahul Bhushan is co-founder of Rize ETF and joins Rena Sherbill to discuss when passive makes more sense than active management, low fees and transparency. Europe's funds and cannabis market vs US and Canada, preferring CBD to THC, R&D of other cannabinoids, ancillary players and the 3 waves of the cannabis industry. Learn more about your ad choices. Visit megaphone.fm/adchoices…
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The Cannabis Investing Podcast
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1 COVID-Induced Economic Pain Creates The Perfect Storm For U.S. Cannabis Legalization 36:57
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좋아요36:57
With the U.S. economy reeling as a result of the COVID-19 pandemic, tax revenue is likely to have fallen precipitously for FY2020. Combine that with changing social attitudes towards cannabis and the upcoming U.S. election and you may just have the "perfect storm" for legalization on the federal level. Global X CEO Luis Berruga joins The Cannabis Investing Podcast to explain how his firm's ETF (POTX) provides investors the opportunity to capitalize on the potential for federal legalization. And even if federal legalization doesn't become a reality in 2021, Berruga still sees plenty of upside for publicly-traded cannabis stocks with increasing numbers of state likely to legalize. Show Notes 2:30 - A most elegant piece of financial engineering: What drew Luis to the ETF space? 6:00 - A Perfect Storm: Will COVID-19 economic pain finally provide the impetus for federally legal cannabis in the U.S.? 10:00 - The upcoming U.S. election: What different potential outcomes are likely to say about the prospects for legalization 12:30 - Growth potential without U.S. federal legalization? 15:15 - A consumer staple: Will cannabis' strongest growth lever be on the recreational or medical side of the business? 19:30 - Are today's cannabis industry leaders still likely to be leaders in a decade's time? 24:00 - Under the hood: POTX holdings and indexing methodology Learn more about your ad choices. Visit megaphone.fm/adchoices…
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