The Cannabis Investing Podcast

Seeking Alpha

4.2 (204)
INVESTING
UPDATED MONTHLY

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

12/19/2024

Green Thumb stands alone. Billions in debt coming for MSOs.

Why 2025 will be interesting and perhaps painful for the cannabis industry, according to Seth Yakatan (2:00). Enormous looming debt for many companies (5:15). GTI the only company consistently delivering year-in and year-out (8:30). TerrAscend, Ascend and the 2nd tier of MSOs (12:00). Glass House seemingly winning its bet on scalability (19:15). Which private companies have some of the best assets in the industry (28:10). MSOS, MSOX and cannabis ETFs (35:25). Read episode transcripts Show Notes: Tremendous Opportunity In Cannabis Green Thumb Industries Virtual Analyst Report For full access to analyst ratings, stock quant scores and dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions

46 min
11/21/2024

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
11/07/2024

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
09/23/2024

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
08/28/2024

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
08/15/2024

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
07/18/2024

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
05/21/2024

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

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4.2

out of 5

204 Ratings

Good, But Invest in Better Sound Equipment

09/02/2021

PistolePete82

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!

10/06/2022

Gri$tle

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

06/22/2022

JC99999999

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!
Solid content

03/07/2022

Arbmonkey

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

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