236 episodes
The Cannabis Investing Podcast Seeking Alpha
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- Business
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4.2 • 198 Ratings
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On The Cannabis Investing Podcast, host Rena Sherbill provides actionable investment insight and the context with which to understand the burgeoning cannabis (and psychedelics!) industry.
Transcripts available on Seeking Alpha:
seekingalpha.com/cannabisinvestingpodcast
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Is it really time to be bullish on cannabis stocks?
Jesse Redmond returns to discuss why it's ok to be bullish on the cannabis industry (4:30) political catalysts, 280E and excise taxes (12:15) picking companies based on your investing horizon (15:00) Green Thumb's dominance and lack of transparency (20:55) AYR's debt strategy (23:10) Trulieve's tough period (21:00) California players (38:00) and TerrAscend's innovation and execution (44:55).
Transcripts on Seeking Alpha
Show Notes:
Who Can Survive In Cannabis?
Cannabis stocks rally amid reports DEA may reclassify drug as less risky
Evaluating Advisor Shares Cannabis ETFs
Where Is The Value In Cannabis Stocks?
Ayr Wellness CEO David Goubert Focused On Debt And Cash
Ascend's Attractive Assets
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Jesse Redmond on Twitter
Cannabis Investing Podcast on Twitter
Water Tower Research -
Cannabis stocks have been rallying but when will capital flow into the industry?
Emily Paxhia discusses recent positive news for the industry and its accompanying rally (2:00), the long-term play in cannabis, especially for retail investors (6:10), Green Thumb's share repurchase and can any other operator keep up? (13:40) TerrAscend's smart TSX move (16:10) New York, California, Glass House scale, private companies and the Gold Flora deal (18:20) and looking at the right metrics (27:35).
Transcripts on Seeking Alpha
Show Notes:
Where Is The Value In Cannabis Stocks?
Tremendous Opportunity In Cannabis
The Curious Cannabis Industry
California's Cannabis Market - A Deep Dive
California Cannabis Market - Deep Dive, Part II
MSOS: Cannabis Stocks Soar On HHS Recommendation To Reschedule, Buy These 3 Stocks Now
Cannabis stocks extend rally amid positive news on regulatory front
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Poseidon
Cannabis Investing Podcast on Twitter
Emily Paxhia on Twitter -
Cannabis investing with Alan Brochstein & Julian Lin - REITs + Canadian LPs over MSOs
Alan Brochstein and Julian Lin discuss investing in cannabis stocks and mistakes made along the way (3:00). Why companies should be more aggressive in paying down debt (9:00) Investing timelines and federal legalization (19:00) Cannabis REITs and Canadian LPs over MSOs (23:45).
Subscribe to Julian's Cannabis Growth Investor
Subscribe to Alan's 420 Investor
Show Notes:
Innovative Industrial: Top Cannabis Pick With 9% Dividend Yield
MasterClass In Cannabis Investing Redux
Top Cannabis Picks To Buy And Celebrate 4/20: MSOS And NewLake Capital
Not Necessarily Time To Buy Cannabis Stocks - Alan Brochstein
Organigram Is Still My Favorite Cannabis Stock
Curaleaf Could Fall To $2
Trulieve Offers An Excellent Entry
Transcripts on Seeking Alpha
For full access to analyst ratings, stock quant scores as well as dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions (new subscribers get the 1st month for under $5) -
Virtual reality + psychedelic therapy
Enosis Therapeutics combines virtual reality with psychedelic psychotherapy protocols. Founders Dr. Prashanth Puspanathan and Agnieszka Sekula discuss why VR makes sense for psychedelic therapy and where capital should really be allocated to in the space.
Episode transcripts can be found on Seeking Alpha
For full access to analyst ratings, stock quant scores and dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions. -
Texas cannabis, delta-8 and delta-9 with Paul Trowe
Paul Trowe talks about going from crypto to cannabis by founding Herban Bud in Austin, Texas (5:00). Breaking down cannabinoids and legal loopholes: THC, THCA, Delta 8 and Delta 9 (9:25) Texas, cannabis legalization and educating law enforcement and government (14:15). Maintaining integrity in a shady lane of the industry (27:00) Paul's thoughts on Bitcoin and Ethereum and why he's not currently invested in equities (34:15).
Episode transcripts can be found on Seeking Alpha
For full access to analyst ratings, stock quant scores and dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.
Herban Bud
NORML
Last Prisoner Project -
Psychedelic stocks = super-risky biotechs low on cash. Make small bets.
Analyst Alex Carchidi returns to update investors on the psychedelics industry. This is the full conversation of an interview originally published on Investing Experts.
(2:50) Industry's collapse and consolidation(5:00) Compass Pathways timeline for clinical trials(15:00) Super-risky biotech companies low on cash - don't bet on just 1 company(21:20) Atai and Cybin's recent wins(32:55) Ketamine clinics and viable business modelsPsychedelic Sunday: Scrutinizing Psychedelic Stocks
Cybin: A Leading Early-Stage Psychedelics Play
Psychedelic Sunday: Mushrooms Are The Key - Red Light Holland CEO Todd Shapiro
Numinus CEO Payton Nyquvest On Transforming Healthcare With Psychedelics
Podcast transcripts on Seeking Alpha
Cannabis Investing Podcast Twitter
Customer Reviews
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).
Favorite Cannabis Pod!
An excellent resource for learning about investing in cannabis. Rena hosts an impressive array of key participants in the legal cannabis industry. She asks all the important questions and there’s a wealth of information to be gleaned.
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!