Alan Brochstein on rescheduling overexcitement, MSOs, Canada and the burden of 280E
Update: 2024-01-25
Description
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 ).
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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
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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