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The Cannabis Investing Podcast

The Cannabis Investing Podcast

By: Seeking Alpha
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About this listen

 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.

Sector experts, top analysts and C-level executives highlight industry trends, share portfolio strategies and help you think through your investing approach.

Transcripts: seekingalpha.com/cannabisinvestingpodcastCopyright Seeking Alpha Economics Personal Finance
Episodes
  • Have cannabis investors been early or wrong or both?

    Have cannabis investors been early or wrong or both?
    Apr 22 2025
    Cannabis expert Jesse Redmond shares why he's now at LEEF Brands (1:30). Excited about New York's evolution (8:15). How and why it got so bad in the industry (16:00). Are we early or are we wrong? (22:05) Who may survive and get to the finish line (28:35). Intoxicating hemp market (32:40).

    Episode transcripts

    Show Notes:
    Cannabis REITs: Less Risky Choices In A Risky Sector
    Green Thumb Stands Alone. Billions In Debt Coming For MSOs
    Leef Brands

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    48 mins
  • Cannabis REITs: less risky choices in a risky sector

    Cannabis REITs: less risky choices in a risky sector
    Feb 12 2025
    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

    For full access to analyst ratings, stock quant scores and dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions
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    19 mins
  • High Tide CEO Raj Grover on Germany, Canada and the U.S.

    High Tide CEO Raj Grover on Germany, Canada and the U.S.
    Feb 5 2025
    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).

    Read episode transcripts

    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

    For full access to analyst ratings, stock quant scores and dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions
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    28 mins
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