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 reports DEA may reclassify drug as less risky Evaluating Advisor Shares Cannabis ETFs Where Is The Value In Cannabis Stocks? Ayr Wellness CEO David Goubert Focused On Debt And Cash Ascend's Attractive Assets For full access to analyst ratings, stock quant scores as well as dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions (new subscribers get the 1st month for under $5) Jesse Redmond on Twitter Cannabis Investing Podcast on Twitter Water Tower Research