The Cannabis Investing Podcast

By: Seeking Alpha
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  • Summary

  • 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/cannabisinvestingpodcast
    Copyright Seeking Alpha
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Economics Personal Finance
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Episodes
  • Green Thumb stands alone. Billions in debt coming for MSOs.

    Green Thumb stands alone. Billions in debt coming for MSOs.
    Dec 19 2024
    Why 2025 will be interesting and perhaps painful for the cannabis industry, according to Seth Yakatan (2:00). Enormous looming debt for many companies (5:15). GTI the only company consistently delivering year-in and year-out (8:30). TerrAscend, Ascend and the 2nd tier of MSOs (12:00). Glass House seemingly winning its bet on scalability (19:15). Which private companies have some of the best assets in the industry (28:10). MSOS, MSOX and cannabis ETFs (35:25).

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    Show Notes:
    Tremendous Opportunity In Cannabis
    Green Thumb Industries Virtual Analyst Report

    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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    46 mins
  • 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)

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    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

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    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
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    23 mins

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