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On The Cannabis Investing Podcast, Rena Sherbill and Jonathan Liss provide actionable investment insight and the context with which to understand the burgeoning cannabis industry. We interview C-level executives, scientists, law and sector experts; give you investment ideas to consider, help you think through your investing approach and give you a new lens with which to understand this ever-growing sector. As a nascent industry, there are changes happening quickly around regulations, laws, medical and production innovation which all affect what stocks or ETFs may or may not prosper.

The Cannabis Investing Podcast Seeking Alpha

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On The Cannabis Investing Podcast, Rena Sherbill and Jonathan Liss provide actionable investment insight and the context with which to understand the burgeoning cannabis industry. We interview C-level executives, scientists, law and sector experts; give you investment ideas to consider, help you think through your investing approach and give you a new lens with which to understand this ever-growing sector. As a nascent industry, there are changes happening quickly around regulations, laws, medical and production innovation which all affect what stocks or ETFs may or may not prosper.

    Cannabis Is Medicine

    Cannabis Is Medicine

    Though much of the US and Canadian cannabis space is focused on the adult-use/rec market, Africa, Europe, and Asia (most of the world!) are more focused on the medical side and that's where the legal industry is being established. David Parry, CEO of Cannsun Medhel, joins the show to talk about the medical side of cannabis, and focusing on Asia, Europe and Africa. Learning from indigenous communities about complements to THC and CBD. Integrating business with community, righting social equity wrongs, sustainably using stalks and roots, pushing back against traditional pharma and building a good seed bank in Africa and Thailand.

    • 1 u. 26 min.
    Master Class in Cannabis Investing, Part 1

    Master Class in Cannabis Investing, Part 1

    We cover many fundamental questions in this deep, broad and colorful conversation with two terrific Seeking Alpha authors and investors in the cannabis space: James V. Baker and Julian Lin. Why there is time for current MSOs to build a moat, importance of passing MORE Act, descheduling the plant and why getting rid of 280E gives the industry life. Fallacy of free cash flow, MSO rollups, generating profits without economies of scale. Thoughts on Green Thumb-Trulieve rumors and why momentum investors will get shaken out.

    • 1 u. 10 min.
    The Stoner Side of Cannabis

    The Stoner Side of Cannabis

    Many companies try and get away from the stoner side of cannabis; Scott Sundvor and Space Coyote lean into it. Importance of being focused on profit from the beginning while respecting the plant and consumer. Many great companies have risen from great recessions. 2020 the year of survival. Thoughts on cultivation, natural selection in the cannabis space, getting away from venture dollars and learning the lessons of Covid. Favorite strains and joint rolling tips!

    • 56 min.
    Trulieve: The Confidence That Profit Brings

    Trulieve: The Confidence That Profit Brings

    Trulieve recently reported earnings and is getting a lot of shareholder love - we take a deeper dive into the numbers in a frank conversation with CEO Kim Rivers. We talk growth despite onerous banking regulations, incremental momentum on 280E, why discipline matters and building a hub model across the US. We also discuss issuing debt and the salient lesson that capital markets aren't always available so can't rely on them to run your business.

    • 47 min.
    Unpacking Terpenes & Cannabinoids

    Unpacking Terpenes & Cannabinoids

    Everyone agrees that cannabis in the 21st century is far different than cannabis of the past - much of that has to do with terpenes. Chris Campagna, CEO of True Terpenes, joins Rena Sherbill to discuss well, terpenes, and the entourage effect. We also cover taking a different approach to medicine than traditional pharma, the future of inter-state cannabis commerce - challenges of getting genetics from state to state when the plant is still illegal; evolution of testing, edibles and improving cannabis beverages.

    • 51 min.
    Cannabis Industry Just Needs Capital

    Cannabis Industry Just Needs Capital

    We're in a small business crisis - now is the time to pick up distressed assets. Matt Hawkins, founder of Entourage Effect Capital, joins Rena Sherbill to discuss opportunities for distressed investing, why this time has been great for the cannabis industry and drifting towards real growth opportunities in edibles and liquids. We also talk legalization as the next big wave, why flower isn't going anywhere, creating scale with new investments, politicization of safe banking and toxic optimism.

    • 47 min.

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