Description
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
For full access to analyst ratings, stock quant scores and dividend grades: seekingalpha.com/subscriptions
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...
Published 02/15/24
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...
Published 02/01/24