Where Jerry Derevyanny, a partner at Bengal Capital, believes we can find the most value from cannabis stocks. (3:35) Why EBITDA falls short as a useful metric for cannabis investors. (8:15) Moving away from the top multi-state operators (MSOs). (16:20) REITs, problematic business models and risks around rent payment. (22:40) AYR, Goodness Growth and more (30:00).Our links:The Cannabis Investing PodcastThe Cannabis Investing Podcast provides actionable investment insight and the context with which to understand the burgeoning cannabis industry.Seeking Alpha PremiumA comprehensive set of features and analysis that helps take the guesswork out of your investing decisions. Get the bottom-line on any stock or ETF with our Premium tools.TwitterInstagramShow links:Bengal CapitalJerry DerevyannyBengal Capital 2022 Year End LetterJerry Derevyanny Twitter

Where Is The Value In Cannabis Stocks?

On Seeking Alpha's Cannabis Investing Podcast, host Rena Sherbill provides actionable investment insight and the context with which to understand the burgeoning cannabis and psychedelics industries.C-level executives, analysts and sector experts share portfolio picks, highlight industry trends and  help you think through your investing approach.Transcripts: seekingalpha.com/cannabisinvestingpodcast

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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, CanadaCannabis Investing With Alan Brochstein & Julian Lin - REITs And Canadian LPs Over MSOsDEA to reschedule marijuana as a less dangerous drug: APEpisode transcriptsFor full access to analyst ratings, stock quant scores and dividend grades: seekingalpha.com/subscriptionsMotif Labs

Mario Naric on Canada's shakeout phase

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 mergerHow Retail Investors Should Evaluate Cannabis StocksThe Cannabist Company enters into debt repurchase agreementSeeking Alpha’s Quant Rating on CannabistEpisode transcriptsFor full access to analyst ratings, stock quant scores and dividend grades: seekingalpha.com/subscriptions

Cannabist CEO David Hart on breathtaking volatility and technical overhangs

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 transcriptsShow Notes:Bengal Capital FY2023 LetterWhere Is The Value In Cannabis Stocks?For full access to analyst ratings, stock quant scores and dividend grades: seekingalpha.com/subscriptions

How retail investors should evaluate cannabis stocks

Katie Neer and Hirsh Jain break down the dispiriting New York and California cannabis markets (3:00). What the 2 states have gotten wrong, and why it's not being corrected (9:55). Dysfunction and pushing regulators and the law to work better (34:45). Are there investment opportunities in either market? (47:40)Episode transcriptsShow Notes:Unpacking New York And California Cannabis MarketsWhat's The Deal With New York Cannabis?California Cannabis Market - Deep Dive, Part IIFor full access to analyst ratings, stock quant scores and dividend grades: seekingalpha.com/subscriptionsCannabis Investing Podcast on TwitterKatie NeerHirsh Jain

An unvarnished look at New York + California cannabis markets

Alan Brochstein thinks investors are overly excited about the recent rescheduling announcement, which he says is really no news at all (2:20) Balance sheets, debt, income tax payable and the burden of 280E (4:00) California and New York continuing challenges (23:20) What's right and wrong with Canada (32:30) Broad and specific thoughts on MSOs (38:10).Subscribe to Alan's 420 InvestorEpisode transcriptsShow Notes:Beaten-Up Planet 13 Is A Solid Cannabis InvestmentTrulieve Is Cheap But Perhaps RiskyCuraleaf Is A Bad Cannabis InvestmentWhy Organigram Is My Favorite Cannabis StockCannabis Investing With Alan Brochstein & Julian Lin - REITs And Canadian LPs Over MSOsFor full access to analyst ratings, stock quant scores and dividend grades: seekingalpha.com/subscriptionsCannabis Investing Podcast on Twitter

Where Is The Value In Cannabis Stocks?

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