77 episodes

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

    • Investing
    • 3.7, 92 Ratings

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.

    Importance of Education In CBD Market

    Importance of Education In CBD Market

    Mike Donnelly is a former Navy SEAL who, with his wife Claudia, founded a hemp-derived CBD company focused on giving back to the veteran community. He joins Rena Sherbill to discuss the saturation of the market, why CBD is especially good for dogs and the wonders of cannabinoids. They also talk about building the American Dream, starting a 501(c)(3) for veterans and why no one's actually buying CBD from Amazon.

    • 52 min
    Cannabis Investors Should Be Looking For Good Stewards Of Capital

    Cannabis Investors Should Be Looking For Good Stewards Of Capital

    How do you know which cannabis stocks to buy? Nicholas Gastevich, co-owner of a family firm in Chicago that invested early in the Illinois cannabis space, helps guide us. Why he likes Green Thumb Industries, Cresco, and his top 4 picks in the sector. We also cover the recent Canopy/Acreage deal, iAnthus' debt, excessive executive compensation and being greedy with shareholder money. We also discuss why many management changes are overblown, adjusted EBITDA and Illinois' once promising social equity program model.

    • 58 min
    Sustainability, Regeneration and Profit

    Sustainability, Regeneration and Profit

    Uruguay was the first country to legalize cannabis and where Kevin Nafte and Andrea Krell, married co-founders of YVY Life Sciences, decided to plant their sustainable, organic cannabis company. They join Rena Sherbill to discuss why problematic banking for cannabis companies exists in Uruguay, what to expect this year from Latin America, and the benefits of having Facundo Garretón on board. They also cover having to del with regulatory roll out despite legalization, teaching cannabis cultivation to farmers, and the benefits of rich soil and agricultural innovation.

    • 1 hr 2 min
    Consistent Revenue Growth On The Path To Profitability

    Consistent Revenue Growth On The Path To Profitability

    As the cannabis industry matures, investors are looking for companies that are either already profitable (only a couple fit the bill) or at least on the right path. Barry Fishman, CEO at Vivo Cannabis, talks to Rena Sherbill about their path to profitability, focusing on Canada, Germany and Australia and his view on the necessity of debt. We also cover what they look for in M&A targets, why they're not focusing on the US, social equity in the industry, and the challenges COVID brings.

    • 53 min
    Cannabinoid Consolidation

    Cannabinoid Consolidation

    Derek Du Chesne, President and Chief Growth Officer at Exactus, a company that recently pivoted into the hemp space, tells Rena Sherbill why he's looking forward to industry consolidation. We also discuss what's going to drive exponential growth in the hemp and cannabinoid industry, discovering how different cannabinoids affect us and why CBD is just the tip of the iceberg. Given his background in entertainment, we also discuss why making a movie is like creating a start up, hemp genetics and why genetics are a trust purchase. We also cover China, how it's substantially ahead in hemp manufacturing, but has very little related to cannabinoids, hemp farming methodology, and why high prices hinder industry growth.

    • 1 hr 38 min
    It's All Cannabis

    It's All Cannabis

    Between hemp and marijuana, the difference is a legal one: how much THC is allowed in the plant. But it's all cannabis. Hemp has mostly been used for industry and nutrition, but that's changing. Morris Beegle joins Rena Sherbill to discuss the shift from industrial hemp to cannabinoid hemp and why the investment play is on the fiber and grain side. We also cover the potential and power of hemp and the various ingredients it can create throughout many diverse sectors.

    • 38 min

Customer Reviews

3.7 out of 5
92 Ratings

92 Ratings

Roonva0512 ,

Informative

Been listening a couple weeks now. It’s been helpful to hear what industry insiders and seasoned investors are saying. I’ll keep this podcast as the industry grows. Oh, and I’ve not experienced any tech glitches.

qweasdzxcmnblkjpoitgfv ,

👍

Incredible show. I have listened to all of them. Very up to date information with a great voice behind it.

lsks86 ,

Great show

Enjoy hearing directly from the ownership of these companies.

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