Cannabis investing masterclass with Julian Lin + Jerry Derevyanny
Listen now
Description
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 For full access to analyst ratings, stock quant scores and dividend grades:  seekingalpha.com/subscriptions Register for Seeking Alpha's Investing Summit (with your podcast discount code!)
More Episodes
Published 05/21/24
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,...
Published 05/16/24
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...
Published 05/14/24