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...

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? For full access...

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 For full...

Alan Brochstein thinks investors are overly excited about the recent rescheduling announcement, which he says is really no news at all (2:20) Balance sheets, debt, income tax payable and the burden of 280E (4:00) California and New York continuing challenges (23:20) What's right and wrong with Canada (32:30) Broad and specific thoughts on MSOs (38:10). Subscribe to Alan's 420 Investor Episode transcripts Show Notes: Beaten-Up Planet 13 Is A Solid Cannabis Investment Trulieve Is Cheap But...

Alex Carchidi updates us on the psychedelic sector and what critical catalysts are approaching (1:30). Why Compass Pathways, Cybin, and Atai make the most sense for investors at this point (15:00). Pros and cons of 4 main industry stocks, including MindMed (29:50). Episode transcripts Show Notes: Psychedelic Stocks = Super-Risky Biotechs Low On Cash. Make Small Bets. Psychedelic Stocks: Don't Bet On Just 1 Company Psychedelic Sunday: Scrutinizing Psychedelic Stocks Cybin: A Leading...

A rundown of reasons to be hopeful and some compelling advice from some of our favorite 2023 conversations. Why Chris DeMuth likes the opportunity in cannabis (1:20) Julian Lin on M&A, debt and disappointment (10:05) Alan Brochstein: waiting for catalysts while working through tough times (12:20) Jesse Redmond discusses the best way to invest in this space (13:35) Emily Paxhia on SG&A containment, gross margins and using the right metrics (17:20). Episode Transcripts For full access...

Nick Gastevich, aka CannaVestments, talks Q3 cannabis efforts; avoiding dilution, equity raises or adding further debt (2:30). Navigating the industry as a retail investor; companies that protect shareholders (14:00). The future of 280E, catalysts definitely needed (24:00). 7 stocks - what's working, what's not (30:00). Show Notes: What Cannabis Stocks Should Be In Your Portfolio? Searching For Cannabis Catalysts Cannabis Investors Should Be Looking For Good Stewards Of Capital Episode...

TerrAscend's Executive Chairman Jason Wild returns. Focused on not spreading itself too thin ("we'd rather be more focused, spend more money, get more scale, like we did in Jersey") and why not all EBITDA numbers are created equally (8:50). Should cannabis companies pay their taxes? (11:40) Pushing for real legislative change with famed lawyer David Boies (13:30). Show Notes: TerrAscend GAAP EPS of -$0.04 Better Margins In Cannabis Episode Transcripts For full access to analyst ratings,...

Do ETFs make sense for everyone? ETF expert Rob Isbitts discusses his thesis on cannabis ETFs and the importance of understanding their structure and holdings (8:00). The need for a diversified but not overly diversified portfolio and the importance of technical analysis in evaluating ETFs (24:50). Show Links: MSOS: An Industry-Wide Catalyst Approaches A Close Look At 13 Cannabis ETFs Defying The Odds, ETFMG Alternative Harvest Outperforms Other Cannabis ETFs Covered Call ETFs And The...

Chris DeMuth talks about investing in the cannabis industry (1:30) legalization, SAFE banking and whether the investment community cares (9:00) and why he's so bullish on SHF Holdings (14:45). Subscribe to Chris' Sifting The World Transcript on Seeking Alpha Show Notes Sifting The World Day One SPAC Week II: Cannabis SPACs A Close Look At 13 Cannabis ETFs For full access to analyst ratings, stock quant scores as well as dividend grades, subscribe to Seeking Alpha Premium at...

Jesse Redmond returns to discuss why it's ok to be bullish on the cannabis industry (4:30) political catalysts, 280E and excise taxes (12:15) picking companies based on your investing horizon (15:00) Green Thumb's dominance and lack of transparency (20:55) AYR's debt strategy (23:10) Trulieve's tough period (21:00) California players (38:00) and TerrAscend's innovation and execution (44:55). Transcripts on Seeking Alpha Show Notes: Who Can Survive In Cannabis? Cannabis stocks rally amid...

Emily Paxhia discusses recent positive news for the industry and its accompanying rally (2:00), the long-term play in cannabis, especially for retail investors (6:10), Green Thumb's share repurchase and can any other operator keep up? (13:40) TerrAscend's smart TSX move (16:10) New York, California, Glass House scale, private companies and the Gold Flora deal (18:20) and looking at the right metrics (27:35). Transcripts on Seeking Alpha Show Notes: Where Is The Value In Cannabis...

Alan Brochstein and Julian Lin discuss investing in cannabis stocks and mistakes made along the way (3:00). Why companies should be more aggressive in paying down debt (9:00) Investing timelines and federal legalization (19:00) Cannabis REITs and Canadian LPs over MSOs (23:45). Subscribe to Julian's Cannabis Growth Investor Subscribe to Alan's 420 Investor Show Notes: Innovative Industrial: Top Cannabis Pick With 9% Dividend Yield MasterClass In Cannabis Investing Redux Top Cannabis Picks...

Enosis Therapeutics combines virtual reality with psychedelic psychotherapy protocols. Founders Dr. Prashanth Puspanathan and Agnieszka Sekula discuss why VR makes sense for psychedelic therapy and where capital should really be allocated to in the space. Episode transcripts can be found on Seeking Alpha For full access to analyst ratings, stock quant scores and dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.

Paul Trowe talks about going from crypto to cannabis by founding Herban Bud in Austin, Texas (5:00). Breaking down cannabinoids and legal loopholes: THC, THCA, Delta 8 and Delta 9 (9:25) Texas, cannabis legalization and educating law enforcement and government (14:15). Maintaining integrity in a shady lane of the industry (27:00) Paul's thoughts on Bitcoin and Ethereum and why he's not currently invested in equities (34:15). Episode transcripts can be found on Seeking Alpha For full access...

Analyst Alex Carchidi returns to update investors on the psychedelics industry. This is the full conversation of an interview originally published on Investing Experts. (2:50) Industry's collapse and consolidation(5:00) Compass Pathways timeline for clinical trials(15:00) Super-risky biotech companies low on cash - don't bet on just 1 company(21:20) Atai and Cybin's recent wins(32:55) Ketamine clinics and viable business modelsPsychedelic Sunday: Scrutinizing Psychedelic Stocks Cybin: A...

Derek Du Chesne and Dr. Sam Zand founded Better U and today discuss getting into ketamine therapy (4:00), psychedelics gaining more legal and medical acceptance (23:00), industry differences between cannabis and psychedelics (27:30) and advice for investing in the space (42:30). Cannabinoid Consolidation (Derek's previous appearance) Numinus CEO Payton Nyquvest On Transforming Healthcare With Psychedelics Podcast transcripts on Seeking Alpha Cannabis Investing Podcast Twitter

MariMed (MRMD) CEO Jon Levine discusses steady growth and the cannabis retail market. (8:30) - Owning real estate and consecutive quarters of positive cash flow(12:10) - Maryland, Missouri excitement(17:45) - Raising money at relatively decent rates(27:30) - Legalization, interstate commerce and future growthOrganic Growth With MariMed Who Can Survive In Cannabis? What Cannabis Stocks Should Be In Your Portfolio? Where Is The Value In Cannabis Stocks? Tim Seymour On Constructive Pessimism...

(3:00) - Headwaters' Nick Brandis on one of the largest cannabis cultivators you've never heard of(8:00) - Why greenhouses will be the winning method in the long run(13:15) - Deciphering cannabis pricing volatility and compression(40:15) - Partnering with Glass House (GLASF), competition and the illicit market Our links: The Cannabis Investing Podcast The Cannabis Investing Podcast provides actionable investment insight and the context with which to understand the burgeoning cannabis...

Alan Brochstein is back to share his cannabis investing insights. (2:50) - 420 Investor's origin story(8:30) - Cannabis investing timeline - now is not necessarily the time to buy cannabis stocks(17:50) - Ayr's (AYRWF) debt and executive changes(24:00) - Tangible book value and how to gauge cannabis stocks(29:00) - Planet 13 (PLNHF) a business that's managed well(34:40) - Still bullish on WM Technology (MAPS)Show Notes: Subscribe to 420 Investor Looking For The Cheapest Cannabis...

4Front Ventures' (FFNTF) Brandon Mills joins us to discuss how they're making it work in an incredibly challenging environment. In California, not being vertically integrated, or even partially vertically integrated is a business model that's really tough to sustain (5:00), addressing the multitude of headwinds (11:40), cultivation, gross margins and Glass House (GLASF) (15:00), Illinois growth opportunity (22:00) and balancing debt, growth and profitability (31:00). Our links: The Cannabis...

Psychedelics are being pulled into the mainstream by medical research (9:00). Filament Health CEO Benjamin Lightburn on Psilocybin and why of all the psychedelics it probably lends itself best to a recreational market (15:00). Microdosing clinical trials (19:00) real revenue generation (28:00) and challenges around psychedelic patents (33:30). Our links: The Cannabis Investing Podcast The Cannabis Investing Podcast provides actionable investment insight and the context with which to...

Outlining the cannabis industry's Haves (companies that have been able to raise capital) and The Have Nots (no ability to raise capital) with Seth Yakatan. The keys to making a deal and raising capital (9:10), Why Seth prefers real EBITDA and revenue to book value (14:00), Glass House, 4Front; California's created tremendous opportunity (24:50), better to be private than public? (38:00) legal and illicit pricing dynamics (1:00:00). Show Links: Cannabis Investing Podcast episodes with...

David Goubert, recently minted CEO and President of Ayr Wellness (AYRWF), discuses coming on board (3:00), working through debt, strategizing for positive free cash flow (19:00), pricing, margins and inventory (25:30), integrating acquisitions; updates on Florida and Nevada (33:00). Our links: The Cannabis Investing Podcast The Cannabis Investing Podcast provides actionable investment insight and the context with which to understand the burgeoning cannabis industry. Seeking Alpha Premium A...