The Cannabis Investing Podcast

CEO and founder of Grown Rogue (GRUSF), Obie Strickler and Chief Strategy Officer, Josh Rosen discuss their paths in cannabis and why operations matter more than scale (1:00) (metrics that matter most (12:30) Uplisting and public vs private (20:40) What should retail investors be paying attention to? (24:40) On the price of cannabis (34:40)Show Notes:Grown Rogue Is Focused On Jersey, Yield, Cost And CultureCannabis Investing In The Trump EraEpisode transcriptsFor full access to analyst ratings, stock quant scores and dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions

Josh Rosen and Jerry Derevyanny from Bengal Capital discuss the current state of cannabis investing (1:10). Trump takes action to reschedule cannabis; federal regulations and investment strategies (6:30). Challenges of valuation in the cannabis sector (19:00). Expected consolidation in the industry; insights for retail investors (23:20). Is there a first mover advantage? (26:30). Understanding 280E (30:00). Deep dive on Glass House (GLASF) (32:20). More on valuation (38:10). Public vs. private, hemp, ETFs (46:00).Episode transcriptsFor full access to analyst ratings, stock quant scores and dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions

Cannabis expert Jesse Redmond shares why he's now at LEEF Brands (1:30). Excited about New York's evolution (8:15). How and why it got so bad in the industry (16:00). Are we early or are we wrong? (22:05) Who may survive and get to the finish line (28:35). Intoxicating hemp market (32:40).Episode transcriptsShow Notes:Cannabis REITs: Less Risky Choices In A Risky SectorGreen Thumb Stands Alone. Billions In Debt Coming For MSOsLeef BrandsFor full access to analyst ratings, stock quant scores and dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions

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 transcriptsShow Notes:NewLake Capital: 9.3% Dividend Yield, No Net Debt, Rescheduling CatalystMarijuana rescheduling "delayed, but not dead": reportBest Of Breed Growth StocksFor full access to analyst ratings, stock quant scores and dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions

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 transcriptsShow Notes:High Tide outlines 2025 plans: 20-30 new stores and German market expansionHigh Tide Q4 2024 Earnings Call TranscriptCannabis In Germany - Legalize, Don't DecriminalizeHigh Tide websiteFor full access to analyst ratings, stock quant scores and dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions