Julian Lin updates his views on cannabis REITs IIPR and NewLake Capital (1:15). RIP Cannabis Growth Investor - changed thesis on cannabis MSOs (6:45). Why Green Thumb has done well relative to the sector (13:35).

Episode transcripts

Show Notes:
NewLake Capital: 9.3% Dividend Yield, No Net Debt, Rescheduling Catalyst
Marijuana rescheduling "delayed, but not dead": report
Best Of Breed Growth Stocks

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High Tide is the largest cannabis retailer in Canada (1:20). President and CEO Raj Grover joins us to discuss its recent move into Germany (3:15). Purecan acquisition - a beautiful business to buy (8:00). Tilray is complementary, not competition (14:00). No hurry to get into the US (18:00). Contextualizing valuation and revisions (20:35).

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Show Notes:
High Tide outlines 2025 plans: 20-30 new stores and German market expansion
High Tide Q4 2024 Earnings Call Transcript
Cannabis In Germany - Legalize, Don't Decriminalize
High Tide website

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Why 2025 will be interesting and perhaps painful for the cannabis industry, according to Seth Yakatan (2:00). Enormous looming debt for many companies (5:15). GTI the only company consistently delivering year-in and year-out (8:30). TerrAscend, Ascend and the 2nd tier of MSOs (12:00). Glass House seemingly winning its bet on scalability (19:15). Which private companies have some of the best assets in the industry (28:10). MSOS, MSOX and cannabis ETFs (35:25).

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Show Notes:
Tremendous Opportunity In Cannabis
Green Thumb Industries Virtual Analyst Report

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CannaVestments and Jerry Derevyanny return for an in-depth episode. Dissecting doom and gloom Q3 earnings for the cannabis industry (0:50). Green Thumb's consistently outstanding performance (4:25). Is it too early or too late to invest in cannabis? (11:15) Florida not legalizing - how much does it matter? (17:30) Agrify's interesting moves (35:40). Hemp, beverages and what may be worthy of investors' attention (40:00). Glass House discussion (47:40). Shorting Curaleaf? (53:55)

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Show Notes:
Bengal Capital - Grown Rogue: Remains Materially Undervalued, Best Days Still Ahead
Cannabis Investors - What You Should Know
How Retail Investors Should Evaluate Cannabis Stocks
Tremendous Opportunity In Cannabis

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Grown Rogue has been lauded by a number of analysts on this show so we decided to talk to VP Jake Iotte about what makes the company stand out and whether cannabis belongs in the CPG industry (1:30). Margins and ROI profile; focused on cash on cash returns (4:20). Excited about Jersey (7:10). Terminating partnership with Vireo (8:25). Not relying on federal legalization as a strategy (10:50).

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Show Notes:
Bengal Capital - Grown Rogue: Remains Materially Undervalued, Best Days Still Ahead
Cannabis Investors - What You Should Know
Grown Rogue: Poised For Explosive Growth

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Jesse Redmond highlights the fine line between being early and wrong and why having a long-term timeline is wise for cannabis investors (2:10). Why Florida is a massive opportunity (9:35). Green Thumb, Verano and pushing for more company transparency (17:50). Pennsylvania a state-led catalyst; solving for the current risks to getting into cannabis (26:05). Farm Bill flower, the hemp conversation, valid excitement over Ohio and Minnesota and Glass House (31:20). Top 3 ways to allocate capital for retail cannabis investors (52:00).

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Show Notes:
Trump appears open to decriminalizing marijuana
Ayr CEO David Goubert On Florida, Ohio And 'Very Balanced' Q2
Texas Cannabis, Delta-8 And Delta-9
Glass House's Graham Farrar On Industry Challenges And Opportunities

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Ayr Wellness CEO David Goubert talks 'very balanced' Q2 earnings. (1:15) Focus on state footprints: Florida legalization, Ohio's nice rollout. (6:00) Debt and dilution: progress and strategies. (8:15) Any plans to grow hemp? (21:15) Industry valuations as the market evolves and legalization develops. (23:00) How to establish a national brand and the general cannabis retail picture. (36:00)

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Show Notes:
Ayr Wellness CEO David Goubert Focused On Debt And Cash
Cannabis stocks on watch as DEA sets hearing on marijuana rescheduling
Ayr Wellness Q2 2024 Earnings Call Transcript
Florida MSO Trump Card

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Jason Najum has covered the psychedelic space for a long time and contextualizes recent news around the FDA, MDMA, PTSD and Lykos Therapeutics (1:35). Blessing in disguise for Cybin, COMPASS Pathways and MindMed (14:30)? Trial data and cash in the bank are top signifiers of success (22:35). How Atai fell behind and dropped out of the conversation (24:00). Upcoming catalysts - patience required (26:35). For psychedelic medicine, does it matter who's in the White House (29:30)?

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Show Notes:
FDA's MDMA Decision A Setback, But Long-Term Outlook For Psychedelic Stocks Unchanged
MindMed: Despite MDMA Setback, Still Hope In Light Of Differentiating Factors
ATAI: Enormous Potential Upside But No Clarity Yet
De-Risking Psychedelics: Compass Pathways, Cybin And Atai

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On June 18 at our Seeking Alpha Investing Summit, Pablo Zuanic, Tim Seymour, and Julian Lin discussed how to best invest in the sector (0:20). Best metrics to use when evaluating cannabis stocks (4:40). At this point in time, what is the best way to get into the sector? (19:00) Rescheduling, the Trump factor, investing in an election year (26:40). Originally published here with video.

Cannabis Growth Portfolio

Show Notes:
NewLake Capital, IIPR And Cannabis REITs
Cannabis ETF Deep Dive
A New Age For Crypto
Marijuana rescheduling proposed rule comments due by July 22

Episode transcripts

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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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