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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