• Green Thumb stands alone. Billions in debt coming for MSOs.

  • 2024/12/19
  • 再生時間： 46 分
  • ポッドキャスト

Green Thumb stands alone. Billions in debt coming for MSOs.

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  • サマリー

  • Why 2025 will be interesting and perhaps painful for the cannabis industry, according to Seth Yakatan (2:00). Enormous looming debt for many companies (5:15). GTI the only company consistently delivering year-in and year-out (8:30). TerrAscend, Ascend and the 2nd tier of MSOs (12:00). Glass House seemingly winning its bet on scalability (19:15). Which private companies have some of the best assets in the industry (28:10). MSOS, MSOX and cannabis ETFs (35:25).

    Read episode transcripts

    Show Notes:
    Tremendous Opportunity In Cannabis
    Green Thumb Industries Virtual Analyst Report

    For full access to analyst ratings, stock quant scores and dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions
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あらすじ・解説

Why 2025 will be interesting and perhaps painful for the cannabis industry, according to Seth Yakatan (2:00). Enormous looming debt for many companies (5:15). GTI the only company consistently delivering year-in and year-out (8:30). TerrAscend, Ascend and the 2nd tier of MSOs (12:00). Glass House seemingly winning its bet on scalability (19:15). Which private companies have some of the best assets in the industry (28:10). MSOS, MSOX and cannabis ETFs (35:25).

Read episode transcripts

Show Notes:
Tremendous Opportunity In Cannabis
Green Thumb Industries Virtual Analyst Report

For full access to analyst ratings, stock quant scores and dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions
続きを読む 一部表示
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