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

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