The Cannabis Investing Podcast

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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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 Companies
Canopy Growth Is Climbing, But It Won't Last

Episode transcripts

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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 Stocks
Cannabis Investors - What You Should Know
Verano Holdings Q1 2024 Earnings Call Transcript
White House mum on where Biden stands with marijuana rescheduling

Episode transcripts

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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, Canada
Cannabis Investing With Alan Brochstein & Julian Lin - REITs And Canadian LPs Over MSOs
DEA to reschedule marijuana as a less dangerous drug: AP

Episode transcripts

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Motif Labs

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 merger
How Retail Investors Should Evaluate Cannabis Stocks
The Cannabist Company enters into debt repurchase agreement
Seeking Alpha’s Quant Rating on Cannabist

Episode transcripts

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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 transcripts

Show Notes:
Bengal Capital FY2023 Letter
Where Is The Value In Cannabis Stocks?

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