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 AlphaFor full access to analyst ratings, stock quant scores and dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.

Virtual reality + psychedelic therapy

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.C-level executives, analysts and sector experts share portfolio picks, highlight industry trends and  help you think through your investing approach.Transcripts: seekingalpha.com/cannabisinvestingpodcast

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Alex Carchidi talks why he's bullish on the cannabis sector, but not ready to buy stocks (1:15) except for IIPR (2:15). 2 cannabis stocks worth looking at (7:25). Tilray the only international option (13:30). Who looks good in Canada (16:40). Why Alex avoids MSOS ETF (22:30). Legalization, rescheduling and incremental change (23:20).Show Notes:Biden administration reportedly moves to reclassify marijuanaTrulieve Cannabis: Up Over 122% In 2024, But Where Does It Go Next?What Cannabis Reform In Germany Means For North American Marijuana CompaniesCanopy Growth Is Climbing, But It Won't LastEpisode transcriptsFor full access to analyst ratings, stock quant scores and dividend grades: seekingalpha.com/subscriptionsRegister for Seeking Alpha's Investing Summit (don't forget your podcast discount code!)

Looking for the Bud Light of cannabis

Verano (VRNOF) CEO George Archos and CIO Aaron Miles on recent earnings and why they're the most optimistic they've been (0:45). Company transparency like state by state data (7:50) and what metrics they're each focused on (12:05). Why they're so excited about Florida, Ohio and Pennsylvania (14:35). The federal regulation roller coaster (21:05).Show Notes:How Retail Investors Should Evaluate Cannabis StocksCannabis Investors - What You Should KnowVerano Holdings Q1 2024 Earnings Call TranscriptWhite House mum on where Biden stands with marijuana reschedulingEpisode transcriptsFor full access to analyst ratings, stock quant scores and dividend grades: seekingalpha.com/subscriptionsRegister for Seeking Alpha's Investing Summit (don't forget your podcast discount code!)

What has Verano so optimistic about the cannabis industry?

Mario Naric, CEO and Founder of Motif Labs, discusses being in the shakeout phase of cannabis in Canada (1:00). Staying private while public companies suffer (5:25). How to grow market share in Canada (12:53). Near-term reality for big Canadian LPs like Tilray and Canopy Growth (18:00). Different products for different markets within US and Canada (23:20). Where should investors allocate their capital in this space? (40:40)Show Notes:Oh No, CanadaCannabis Investing With Alan Brochstein & Julian Lin - REITs And Canadian LPs Over MSOsDEA to reschedule marijuana as a less dangerous drug: APEpisode transcriptsFor full access to analyst ratings, stock quant scores and dividend grades: seekingalpha.com/subscriptionsMotif Labs

Mario Naric on Canada's shakeout phase

David Hart recently became CEO of The Cannabist Company and is focused on building a strong asset base in the US cannabis market (1:35). Metrics and internal expectations, wholesale business; finding ways to improve margin profile and cash generation (11:25). Is more transparency coming?(14:45) Thoughtful ways of approaching debt (17:10). Industry rallies, price drops and technical overhangs (26:40). Show Notes:Cresco Labs, Columbia Care call off mergerHow Retail Investors Should Evaluate Cannabis StocksThe Cannabist Company enters into debt repurchase agreementSeeking Alpha’s Quant Rating on CannabistEpisode transcriptsFor full access to analyst ratings, stock quant scores and dividend grades: seekingalpha.com/subscriptions

Cannabist CEO David Hart on breathtaking volatility and technical overhangs

Bengal Capital's Jerry Derevyanny shares his evolving thoughts on 280E and the process of rescheduling cannabis (2:20). Some uncomfortable truths about how investors should be evaluating cannabis stocks (8:30). When will companies become more transparent? (21:40) Who is handling debt well and who isn't (27:15). Examples of sustainable value creation in the industry (34:00).Episode transcriptsShow Notes:Bengal Capital FY2023 LetterWhere Is The Value In Cannabis Stocks?For full access to analyst ratings, stock quant scores and dividend grades: seekingalpha.com/subscriptions

Virtual reality + psychedelic therapy

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