09.20.2023 - By Seeking Alpha
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 AlphaShow Notes:Who Can Survive In Cannabis?Cannabis stocks rally amid reports DEA may reclassify drug as less riskyEvaluating Advisor Shares Cannabis ETFsWhere Is The Value In Cannabis Stocks?Ayr Wellness CEO David Goubert Focused On Debt And CashAscend's Attractive AssetsFor full access to analyst ratings, stock quant scores as well as dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions (new subscribers get the 1st month for under $5)Jesse Redmond on TwitterCannabis Investing Podcast on TwitterWater Tower Research