Cannabis investing masterclass with Julian Lin + Jerry Derevyanny
Update: 2024-05-21
Description
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!)
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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