The Cannabis Investing Podcast

Seeking Alpha

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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

5 DAYS AGO

Cause for concern in cannabis with a few rays of light

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!

1h 6m
7 NOV

Grown Rogue is focused on Jersey, yield, cost and culture

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

23 min
23 SEPT

Why cannabis is still an excellent long-term investment opportunity

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

59 min
28 AUG

Ayr CEO David Goubert on Florida, Ohio and 'very balanced' Q2

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

45 min
15 AUG

Psychedelic stocks: focus on their cash

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

37 min
18 JUL

Cannabis investing in the age of legalization with Julian Lin, Tim Seymour and Pablo Zuanic

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

35 min
21 MAY

Cannabis investing masterclass with Julian Lin + Jerry Derevyanny

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!)

1h 18m
16 MAY

Looking for the Bud Light of cannabis

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 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!)

27 min

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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