184 episodes

On The Cannabis Investing Podcast, host Rena Sherbill provides actionable investment insight and the context with which to understand the burgeoning cannabis industry. Interviews with C-level executives, analysts 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.

The Cannabis Investing Podcast Seeking Alpha

    • Business
    • 4.2 • 186 Ratings

On The Cannabis Investing Podcast, host Rena Sherbill provides actionable investment insight and the context with which to understand the burgeoning cannabis industry. Interviews with C-level executives, analysts 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.

    California's Cannabis Market - Deep Dive, Part II

    California's Cannabis Market - Deep Dive, Part II

    Emily Paxhia and Hirsh Jain return to catch us up on the California cannabis market and beyond. Getting out of the death spiral but not quite out of the woods yet. Elimination of cultivation tax, but other taxes remain. Incremental progress, but is California moving in the right direction? What parts of the supply chain will benefit? Cannabis pricing, legal vs illicit. Moving towards commoditization. 
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    • 1 hr 4 min
    Cannabis Micro/Macro Picture

    Cannabis Micro/Macro Picture

    Jon DeCourcey shares how his cannabis investing philosophy has shifted over the past few months. Micro vs macro perspective, risk on vs risk off environment. What is going on in Washington? Is there reason for more optimism on political front? Moving pieces of continued cannabis expansion and what's happening beyond companies' control.
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    • 57 min
    Don't Rule Out A Bull Market

    Don't Rule Out A Bull Market

    Happy to have Alan Brochstein back! Thoughts on the recent rally (less about Bulls buying than Bears covering), political doubts and overall optimism. Valuations are low, but there's good news across the States. These stocks are really cheap. Mistake to assume margins will go down. Analyzing Canopy Growth (CGC), Curaleaf (CURLF), AYR Wellness (AYRWF), Ascend (AAWH) and more.
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    • 52 min
    Everyone Says Sell Your Cannabis Stocks! I See It Differently

    Everyone Says Sell Your Cannabis Stocks! I See It Differently

    Alan Sumler comes from the world of academia. We discuss his long positions in cannabis and how he approaches his stock analysis. How history influences his cannabis investing and looking at short-term movements through a long-term lens. A rare opinion - Positive on Canada! Playing options, balancing technical and fundamental analysis and problems with the way we cover cannabis investing.
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    • 1 hr 6 min
    Cannabis REITs Are The Perfect Setup While We Wait For Federal Legalization

    Cannabis REITs Are The Perfect Setup While We Wait For Federal Legalization

    Brad Thomas, who runs iREIT on Alpha, breaks down why cannabis REITs are an income play and a growth story. Lack of federal legalization affords cannabis REITs a strong opportunity as real estate is a big part of the industry. We discuss the value of licenses, leases, good and bad tenants. Brad's bullishness on Innovative Industrial Properties (IIPR), as well as NewLake Capital (NLCP), AFC Gamma (AFCG) and Power REIT (PW).
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    • 47 min
    Cannabis Valuations Within A Growing Green Map

    Cannabis Valuations Within A Growing Green Map

    Catching up on the cannabis industry, we revisit some of our most salient analysis of the past 6 months. Jon DeCourcey covers upcoming tailwinds; Jason Powers and Julian Lin talk valuations and compare undervalued tech to cannabis and Nick Gastevich discusses returning to former growth rates as more states come online.
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    • 20 min

Customer Reviews

4.2 out of 5
186 Ratings

186 Ratings

PistolePete82 ,

Good, But Invest in Better Sound Equipment

Great content for everyone from the cannabis novice to industry pioneers. The only thing that keeps me from giving this podcast a 5 star rating is the sound quality. Please invest in better equipment and make sure to do sound checks with your guests beforehand. There have been several podcasts now where the sound quality has been absolutely horrible (I.e., Alan Brochstein).

JC99999999 ,

Excellent podcast

Rena brings some great guests onto her show and enables me to really gain deeper industry and financial knowledge. One of my favorite podcasts to tune into!

Arbmonkey ,

Solid content

Great interviews with smart questions. Well done! Keep it up please!

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