• The Cannabis Investing Podcast

  • 著者： Seeking Alpha
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The Cannabis Investing Podcast

著者： Seeking Alpha
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  • 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.

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

    Transcripts: seekingalpha.com/cannabisinvestingpodcast
    Copyright Seeking Alpha
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あらすじ・解説

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.

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

Transcripts: seekingalpha.com/cannabisinvestingpodcast
Copyright Seeking Alpha
個人ファイナンス 経済学
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エピソード
  • Cannabis REITs: less risky choices in a risky sector

    Cannabis REITs: less risky choices in a risky sector
    2025/02/12
    Julian Lin updates his views on cannabis REITs IIPR and NewLake Capital (1:15). RIP Cannabis Growth Investor - changed thesis on cannabis MSOs (6:45). Why Green Thumb has done well relative to the sector (13:35).

    Episode transcripts

    Show Notes:
    NewLake Capital: 9.3% Dividend Yield, No Net Debt, Rescheduling Catalyst
    Marijuana rescheduling "delayed, but not dead": report
    Best Of Breed Growth Stocks

    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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    19 分
  • High Tide CEO Raj Grover on Germany, Canada and the U.S.

    High Tide CEO Raj Grover on Germany, Canada and the U.S.
    2025/02/05
    High Tide is the largest cannabis retailer in Canada (1:20). President and CEO Raj Grover joins us to discuss its recent move into Germany (3:15). Purecan acquisition - a beautiful business to buy (8:00). Tilray is complementary, not competition (14:00). No hurry to get into the US (18:00). Contextualizing valuation and revisions (20:35).

    Read episode transcripts

    Show Notes:
    High Tide outlines 2025 plans: 20-30 new stores and German market expansion
    High Tide Q4 2024 Earnings Call Transcript
    Cannabis In Germany - Legalize, Don't Decriminalize
    High Tide website

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

    Green Thumb stands alone. Billions in debt coming for MSOs.
    2024/12/19
    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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    46 分
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