The Cannabis Investing Podcast By cover art

The Cannabis Investing Podcast

By: Seeking Alpha
Listen for free

  • Summary

  • 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.

    C-level executives, analysts and sector experts share portfolio picks, highlight industry trends and help you think through your investing approach.

    Transcripts: seekingalpha.com/cannabisinvestingpodcast
    Copyright Seeking Alpha
    Show more Show less
Episodes
  • Cannabis investing masterclass with Julian Lin + Jerry Derevyanny

    Cannabis investing masterclass with Julian Lin + Jerry Derevyanny
    May 21 2024
    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!)
    Show more Show less
    1 hr and 18 mins
  • Looking for the Bud Light of cannabis

    Looking for the Bud Light of cannabis
    May 16 2024
    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, rescheduling and incremental change (23:20).

    Show Notes:
    Biden administration reportedly moves to reclassify marijuanaTrulieve Cannabis: Up Over 122% In 2024, But Where Does It Go Next?
    What Cannabis Reform In Germany Means For North American Marijuana Companies
    Canopy Growth Is Climbing, But It Won't Last

    Episode transcripts

    For full access to analyst ratings, stock quant scores and dividend grades: seekingalpha.com/subscriptions

    Register for Seeking Alpha's Investing Summit (don't forget your podcast discount code!)
    Show more Show less
    27 mins
  • What has Verano so optimistic about the cannabis industry?

    What has Verano so optimistic about the cannabis industry?
    May 14 2024
    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 (14:35). The federal regulation roller coaster (21:05).

    Show Notes:
    How Retail Investors Should Evaluate Cannabis Stocks
    Cannabis Investors - What You Should Know
    Verano Holdings Q1 2024 Earnings Call Transcript
    White House mum on where Biden stands with marijuana rescheduling

    Episode transcripts

    For full access to analyst ratings, stock quant scores and dividend grades: seekingalpha.com/subscriptions

    Register for Seeking Alpha's Investing Summit (don't forget your podcast discount code!)
    Show more Show less
    27 mins
Economics Personal Finance
Show more Show less

What listeners say about The Cannabis Investing Podcast

Average customer ratings

Reviews - Please select the tabs below to change the source of reviews.

Audible.com reviews

Amazon reviews
No Reviews are Available