• Cannabis investing masterclass with Julian Lin + Jerry Derevyanny

  • 2024/05/21
  • 再生時間: 1 時間 18 分
  • ポッドキャスト

Cannabis investing masterclass with Julian Lin + Jerry Derevyanny

  • サマリー

  • 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!)
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あらすじ・解説

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!)

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