The Cannabis Investing Podcast
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On Seeking Alpha's Cannabis Investing Podcast, host Rena Sherbill provides actionable investment insight and the context with which to understand the burgeoning cannabis and psychedelics industries.
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
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
260 Episodes
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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
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 transcriptsShow Notes:Tremendous Opportunity In CannabisGreen Thumb Industries Virtual Analyst ReportFor full access to analyst ratings, stock quant scores and dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions
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 transcriptShow Notes:Bengal Capital - Grown Rogue: Remains Materially Undervalued, Best Days Still AheadCannabis Investors - What You Should KnowHow Retail Investors Should Evaluate Cannabis StocksTremendous Opportunity In CannabisBlack Friday Sale: 20% Off Seeking Alpha. Find the right investment tools to reach your goals!
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 transcriptsShow Notes:Bengal Capital - Grown Rogue: Remains Materially Undervalued, Best Days Still AheadCannabis Investors - What You Should KnowGrown Rogue: Poised For Explosive GrowthFor full access to analyst ratings, stock quant scores and dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions
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 transcriptsShow Notes:Trump appears open to decriminalizing marijuanaAyr CEO David Goubert On Florida, Ohio And 'Very Balanced' Q2Texas Cannabis, Delta-8 And Delta-9Glass House's Graham Farrar On Industry Challenges And OpportunitiesFor full access to analyst ratings, stock quant scores and dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions
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 transcriptsShow Notes:Ayr Wellness CEO David Goubert Focused On Debt And CashCannabis stocks on watch as DEA sets hearing on marijuana reschedulingAyr Wellness Q2 2024 Earnings Call TranscriptFlorida MSO Trump Card For full access to analyst ratings, stock quant scores and dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions
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 transcriptsShow Notes:FDA's MDMA Decision A Setback, But Long-Term Outlook For Psychedelic Stocks UnchangedMindMed: Despite MDMA Setback, Still Hope In Light Of Differentiating FactorsATAI: Enormous Potential Upside But No Clarity YetDe-Risking Psychedelics: Compass Pathways, Cybin And AtaiFor full access to analyst ratings, stock quant scores and dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions
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 PortfolioShow Notes:NewLake Capital, IIPR And Cannabis REITsCannabis ETF Deep DiveA New Age For CryptoMarijuana rescheduling proposed rule comments due by July 22Episode transcriptsFor full access to analyst ratings, stock quant scores and dividend grades, become a Premium subscriber: seekingalpha.com/subscriptions
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 StocksWhat Has Verano So Optimistic About The Cannabis Industry?MasterClass In Cannabis Investing ReduxMy Top Pick: NewLake Capital Yields 12% With Net Cash Balance Sheet And Built-In GrowthEpisode transcriptsFor full access to analyst ratings, stock quant scores and dividend grades: seekingalpha.com/subscriptionsRegister for Seeking Alpha's Investing Summit (with your podcast discount code!)
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 marijuanaTrulieve Cannabis: Up Over 122% In 2024, But Where Does It Go Next?What Cannabis Reform In Germany Means For North American Marijuana CompaniesCanopy Growth Is Climbing, But It Won't LastEpisode transcriptsFor full access to analyst ratings, stock quant scores and dividend grades: seekingalpha.com/subscriptionsRegister for Seeking Alpha's Investing Summit (don't forget your podcast discount code!)
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 StocksCannabis Investors - What You Should KnowVerano Holdings Q1 2024 Earnings Call TranscriptWhite House mum on where Biden stands with marijuana reschedulingEpisode transcriptsFor full access to analyst ratings, stock quant scores and dividend grades: seekingalpha.com/subscriptionsRegister for Seeking Alpha's Investing Summit (don't forget your podcast discount code!)
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, CanadaCannabis Investing With Alan Brochstein & Julian Lin - REITs And Canadian LPs Over MSOsDEA to reschedule marijuana as a less dangerous drug: APEpisode transcriptsFor full access to analyst ratings, stock quant scores and dividend grades: seekingalpha.com/subscriptionsMotif Labs
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 mergerHow Retail Investors Should Evaluate Cannabis StocksThe Cannabist Company enters into debt repurchase agreementSeeking Alpha’s Quant Rating on CannabistEpisode transcriptsFor full access to analyst ratings, stock quant scores and dividend grades: seekingalpha.com/subscriptions
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 transcriptsShow Notes:Bengal Capital FY2023 LetterWhere Is The Value In Cannabis Stocks?For full access to analyst ratings, stock quant scores and dividend grades: seekingalpha.com/subscriptions
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 transcriptsShow Notes:Unpacking New York And California Cannabis MarketsWhat's The Deal With New York Cannabis?California Cannabis Market - Deep Dive, Part IIFor full access to analyst ratings, stock quant scores and dividend grades: seekingalpha.com/subscriptionsCannabis Investing Podcast on TwitterKatie NeerHirsh Jain
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 InvestorEpisode transcriptsShow Notes:Beaten-Up Planet 13 Is A Solid Cannabis InvestmentTrulieve Is Cheap But Perhaps RiskyCuraleaf Is A Bad Cannabis InvestmentWhy Organigram Is My Favorite Cannabis StockCannabis Investing With Alan Brochstein & Julian Lin - REITs And Canadian LPs Over MSOsFor full access to analyst ratings, stock quant scores and dividend grades: seekingalpha.com/subscriptionsCannabis Investing Podcast on Twitter
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 transcriptsShow Notes:Psychedelic Stocks = Super-Risky Biotechs Low On Cash. Make Small Bets.Psychedelic Stocks: Don't Bet On Just 1 CompanyPsychedelic Sunday: Scrutinizing Psychedelic StocksCybin: A Leading Early-Stage Psychedelics PlayFor full access to analyst ratings, stock quant scores and dividend grades: seekingalpha.com/subscriptionsCannabis Investing Podcast on Twitter
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 TranscriptsFor full access to analyst ratings, stock quant scores and dividend grades: seekingalpha.com/subscriptionsCannabis Investing Podcast on Twitter
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Great interview, just wish the audio wasn't so choppy.. Maybe have the guests record themselves in an audio program simultaneous to you interviewing them? 🤷♂️
America will kill your Canadian shit strains you headless fuck.
...STILL can't hear you...
As a podcast, it would be important to have good audio quality
Can't hear you...