Episodios

  • 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

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    35 m
  • 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

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    1 h y 18 m
  • 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

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    27 m
  • What has Verano so optimistic about the cannabis industry?

    What has Verano so optimistic about the cannabis industry?
    May 14 2024
    Verano (VRNOF) CEO George Archos and CIO Aaron Miles on recent earnings and why they're the most optimistic they've been (0:45). Company transparency like state by state data (7:50) and what metrics they're each focused on (12:05). Why they're so excited about Florida, Ohio and Pennsylvania (14:35). The federal regulation roller coaster (21:05).

    Show Notes:
    How Retail Investors Should Evaluate Cannabis Stocks
    Cannabis Investors - What You Should Know
    Verano Holdings Q1 2024 Earnings Call Transcript
    White House mum on where Biden stands with marijuana rescheduling

    Episode transcripts

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    Más Menos
    27 m
  • Mario Naric on Canada's shakeout phase

    Mario Naric on Canada's shakeout phase
    Apr 30 2024
    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, Canada
    Cannabis Investing With Alan Brochstein & Julian Lin - REITs And Canadian LPs Over MSOs
    DEA to reschedule marijuana as a less dangerous drug: AP

    Episode transcripts

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    Motif Labs
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    46 m
  • Cannabist CEO David Hart on breathtaking volatility and technical overhangs

    Cannabist CEO David Hart on breathtaking volatility and technical overhangs
    Feb 26 2024
    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 merger
    How Retail Investors Should Evaluate Cannabis Stocks
    The Cannabist Company enters into debt repurchase agreement
    Seeking Alpha’s Quant Rating on Cannabist

    Episode transcripts

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    39 m
  • How retail investors should evaluate cannabis stocks

    How retail investors should evaluate cannabis stocks
    Feb 15 2024
    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 transcripts

    Show Notes:
    Bengal Capital FY2023 Letter
    Where Is The Value In Cannabis Stocks?

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    58 m
  • An unvarnished look at New York + California cannabis markets

    An unvarnished look at New York + California cannabis markets
    Feb 1 2024
    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 transcripts

    Show Notes:
    Unpacking New York And California Cannabis Markets
    What's The Deal With New York Cannabis?
    California Cannabis Market - Deep Dive, Part II

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    Cannabis Investing Podcast on Twitter
    Katie Neer
    Hirsh Jain
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    58 m