Nick Gastevich, aka CannaVestments, talks Q3 cannabis efforts; avoiding dilution, equity raises or adding further debt (2:30). Navigating the industry as a retail investor; companies that protect shareholders (14:00). The future of 280E, catalysts definitely needed (24:00). 7 stocks - what's working, what's not (30:00).

Show Notes:
What Cannabis Stocks Should Be In Your Portfolio?
Searching For Cannabis Catalysts
Cannabis Investors Should Be Looking For Good Stewards Of Capital

Episode Transcripts

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CannaVestments on Twitter
Cannabis Investing Podcast on Twitter

TerrAscend's Executive Chairman Jason Wild returns. Focused on not spreading itself too thin ("we'd rather be more focused, spend more money, get more scale, like we did in Jersey") and why not all EBITDA numbers are created equally (8:50). Should cannabis companies pay their taxes? (11:40) Pushing for real legislative change with famed lawyer David Boies (13:30).

Show Notes:
TerrAscend GAAP EPS of -$0.04
Better Margins In Cannabis

Episode Transcripts

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Do ETFs make sense for everyone? ETF expert Rob Isbitts discusses his thesis on cannabis ETFs and the importance of understanding their structure and holdings (8:00). The need for a diversified but not overly diversified portfolio and the importance of technical analysis in evaluating ETFs (24:50).

Show Links:
MSOS: An Industry-Wide Catalyst Approaches
A Close Look At 13 Cannabis ETFs
Defying The Odds, ETFMG Alternative Harvest Outperforms Other Cannabis ETFs
Covered Call ETFs And The Limitations Of Stocks

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Cannabis Investing Podcast on Twitter
Rob Isbitts on Twitter

Chris DeMuth talks about investing in the cannabis industry (1:30) legalization, SAFE banking and whether the investment community cares (9:00) and why he's so bullish on SHF Holdings (14:45).

Subscribe to Chris' Sifting The World

Transcript on Seeking Alpha

Show Notes
Sifting The World Day One
SPAC Week II: Cannabis SPACs
A Close Look At 13 Cannabis ETFs

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Cannabis Investing Podcast on Twitter
Chris DeMuth on Twitter

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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Jesse Redmond on Twitter
Cannabis Investing Podcast on Twitter
Water Tower Research

Emily Paxhia discusses recent positive news for the industry and its accompanying rally (2:00), the long-term play in cannabis, especially for retail investors (6:10), Green Thumb's share repurchase and can any other operator keep up? (13:40) TerrAscend's smart TSX move (16:10) New York, California, Glass House scale, private companies and the Gold Flora deal (18:20) and looking at the right metrics (27:35).

Transcripts on Seeking Alpha

Show Notes:
Where Is The Value In Cannabis Stocks?
Tremendous Opportunity In Cannabis
The Curious Cannabis Industry
California's Cannabis Market - A Deep Dive
California Cannabis Market - Deep Dive, Part II
MSOS: Cannabis Stocks Soar On HHS Recommendation To Reschedule, Buy These 3 Stocks Now
Cannabis stocks extend rally amid positive news on regulatory front

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Poseidon
Cannabis Investing Podcast on Twitter
Emily Paxhia on Twitter

Alan Brochstein and Julian Lin discuss investing in cannabis stocks and mistakes made along the way (3:00). Why companies should be more aggressive in paying down debt (9:00) Investing timelines and federal legalization (19:00) Cannabis REITs and Canadian LPs over MSOs (23:45).

Subscribe to Julian's Cannabis Growth Investor
Subscribe to Alan's 420 Investor

Show Notes:
Innovative Industrial: Top Cannabis Pick With 9% Dividend Yield
MasterClass In Cannabis Investing Redux
Top Cannabis Picks To Buy And Celebrate 4/20: MSOS And NewLake Capital
Not Necessarily Time To Buy Cannabis Stocks - Alan Brochstein
Organigram Is Still My Favorite Cannabis Stock
Curaleaf Could Fall To $2
Trulieve Offers An Excellent Entry

Transcripts on Seeking Alpha

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Enosis Therapeutics combines virtual reality with psychedelic psychotherapy protocols. Founders Dr. Prashanth Puspanathan and Agnieszka Sekula discuss why VR makes sense for psychedelic therapy and where capital should really be allocated to in the space.

Episode transcripts can be found on Seeking Alpha

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Paul Trowe talks about going from crypto to cannabis by founding Herban Bud in Austin, Texas (5:00). Breaking down cannabinoids and legal loopholes: THC, THCA, Delta 8 and Delta 9 (9:25) Texas, cannabis legalization and educating law enforcement and government (14:15). Maintaining integrity in a shady lane of the industry (27:00) Paul's thoughts on Bitcoin and Ethereum and why he's not currently invested in equities (34:15).

Episode transcripts can be found on Seeking Alpha

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Herban Bud
NORML
Last Prisoner Project

Analyst Alex Carchidi returns to update investors on the psychedelics industry. This is the full conversation of an interview originally published on Investing Experts.

• (2:50) Industry's collapse and consolidation
• (5:00) Compass Pathways timeline for clinical trials
• (15:00) Super-risky biotech companies low on cash - don't bet on just 1 company
• (21:20) Atai and Cybin's recent wins
• (32:55) Ketamine clinics and viable business models

Psychedelic Sunday: Scrutinizing Psychedelic Stocks
Cybin: A Leading Early-Stage Psychedelics Play
Psychedelic Sunday: Mushrooms Are The Key - Red Light Holland CEO Todd Shapiro
Numinus CEO Payton Nyquvest On Transforming Healthcare With Psychedelics

Podcast transcripts on Seeking Alpha

Cannabis Investing Podcast Twitter