Episodes

  • Cause for concern in cannabis with a few rays of light

    Cause for concern in cannabis with a few rays of light
    Nov 21 2024
    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)

    Read episode transcript

    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

    Black Friday Sale: 20% Off Seeking Alpha. Find the right investment tools to reach your goals!
    Show more Show less
    1 hr and 6 mins
  • Grown Rogue is focused on Jersey, yield, cost and culture

    Grown Rogue is focused on Jersey, yield, cost and culture
    Nov 7 2024
    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).

    Read episode transcripts

    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

    For full access to analyst ratings, stock quant scores and dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions
    Show more Show less
    23 mins
  • Why cannabis is still an excellent long-term investment opportunity

    Why cannabis is still an excellent long-term investment opportunity
    Sep 23 2024
    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).

    Read episode transcripts

    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

    For full access to analyst ratings, stock quant scores and dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions
    Show more Show less
    59 mins
  • Ayr CEO David Goubert on Florida, Ohio and 'very balanced' Q2

    Ayr CEO David Goubert on Florida, Ohio and 'very balanced' Q2
    Aug 28 2024
    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)

    Read episode transcripts

    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

    For full access to analyst ratings, stock quant scores and dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions
    Show more Show less
    45 mins
  • Psychedelic stocks: focus on their cash

    Psychedelic stocks: focus on their cash
    Aug 15 2024
    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)?

    Read episode transcripts

    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

    For full access to analyst ratings, stock quant scores and dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions
    Show more Show less
    37 mins
  • Cannabis investing in the age of legalization with Julian Lin, Tim Seymour and Pablo Zuanic

    Cannabis investing in the age of legalization with Julian Lin, Tim Seymour and Pablo Zuanic
    Jul 18 2024
    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

    For full access to analyst ratings, stock quant scores and dividend grades, become a Premium subscriber: seekingalpha.com/subscriptions
    Show more Show less
    35 mins
  • Cannabis investing masterclass with Julian Lin + Jerry Derevyanny

    Cannabis investing masterclass with Julian Lin + Jerry Derevyanny
    May 21 2024
    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

    For full access to analyst ratings, stock quant scores and dividend grades: seekingalpha.com/subscriptions

    Register for Seeking Alpha's Investing Summit (with your podcast discount code!)
    Show more Show less
    1 hr and 18 mins
  • Looking for the Bud Light of cannabis

    Looking for the Bud Light of cannabis
    May 16 2024
    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

    For full access to analyst ratings, stock quant scores and dividend grades: seekingalpha.com/subscriptions

    Register for Seeking Alpha's Investing Summit (don't forget your podcast discount code!)
    Show more Show less
    27 mins