The Cannabis Investing Podcast

De: Seeking Alpha
  • Resumen

  • 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
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Episodios
  • 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)

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    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



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    45 m
  • 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
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    37 m
  • 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
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    35 m

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