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  • Ayr CEO David Goubert on Florida, Ohio and 'very balanced' Q2

    Ayr CEO David Goubert on Florida, Ohio and 'very balanced' Q2
    2024/08/28
    Ayr Wellness CEO David Goubert talks 'very balanced' Q2 earnings. (1:15) Focus on state footprints: Florida legalization, Ohio's nice rollout. (6:00) Debt and dilution: progress and strategies. (8:15) Any plans to grow hemp? (21:15) Industry valuations as the market evolves and legalization develops. (23:00) How to establish a national brand and the general cannabis retail picture. (36:00)

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    Show Notes:
    Ayr Wellness CEO David Goubert Focused On Debt And Cash
    Cannabis stocks on watch as DEA sets hearing on marijuana rescheduling
    Ayr Wellness Q2 2024 Earnings Call Transcript
    Florida MSO Trump Card

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    45 分
  • Psychedelic stocks: focus on their cash

    Psychedelic stocks: focus on their cash
    2024/08/15
    Jason Najum has covered the psychedelic space for a long time and contextualizes recent news around the FDA, MDMA, PTSD and Lykos Therapeutics (1:35). Blessing in disguise for Cybin, COMPASS Pathways and MindMed (14:30)? Trial data and cash in the bank are top signifiers of success (22:35). How Atai fell behind and dropped out of the conversation (24:00). Upcoming catalysts - patience required (26:35). For psychedelic medicine, does it matter who's in the White House (29:30)?

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    Show Notes:
    FDA's MDMA Decision A Setback, But Long-Term Outlook For Psychedelic Stocks Unchanged
    MindMed: Despite MDMA Setback, Still Hope In Light Of Differentiating Factors
    ATAI: Enormous Potential Upside But No Clarity Yet
    De-Risking Psychedelics: Compass Pathways, Cybin And Atai

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    37 分
  • Cannabis investing in the age of legalization with Julian Lin, Tim Seymour and Pablo Zuanic

    Cannabis investing in the age of legalization with Julian Lin, Tim Seymour and Pablo Zuanic
    2024/07/18
    On June 18 at our Seeking Alpha Investing Summit, Pablo Zuanic, Tim Seymour, and Julian Lin discussed how to best invest in the sector (0:20). Best metrics to use when evaluating cannabis stocks (4:40). At this point in time, what is the best way to get into the sector? (19:00) Rescheduling, the Trump factor, investing in an election year (26:40). Originally published here with video.

    Cannabis Growth Portfolio

    Show Notes:
    NewLake Capital, IIPR And Cannabis REITs
    Cannabis ETF Deep Dive
    A New Age For Crypto
    Marijuana rescheduling proposed rule comments due by July 22

    Episode transcripts

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    35 分
  • Cannabis investing masterclass with Julian Lin + Jerry Derevyanny

    Cannabis investing masterclass with Julian Lin + Jerry Derevyanny
    2024/05/21
    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

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    1 時間 18 分
  • Looking for the Bud Light of cannabis

    Looking for the Bud Light of cannabis
    2024/05/16
    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

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    27 分
  • What has Verano so optimistic about the cannabis industry?

    What has Verano so optimistic about the cannabis industry?
    2024/05/14
    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

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    27 分
  • Mario Naric on Canada's shakeout phase

    Mario Naric on Canada's shakeout phase
    2024/04/30
    Mario Naric, CEO and Founder of Motif Labs, discusses being in the shakeout phase of cannabis in Canada (1:00). Staying private while public companies suffer (5:25). How to grow market share in Canada (12:53). Near-term reality for big Canadian LPs like Tilray and Canopy Growth (18:00). Different products for different markets within US and Canada (23:20). Where should investors allocate their capital in this space? (40:40)

    Show Notes:
    Oh No, Canada
    Cannabis Investing With Alan Brochstein & Julian Lin - REITs And Canadian LPs Over MSOs
    DEA to reschedule marijuana as a less dangerous drug: AP

    Episode transcripts

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    Motif Labs
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    46 分
  • Cannabist CEO David Hart on breathtaking volatility and technical overhangs

    Cannabist CEO David Hart on breathtaking volatility and technical overhangs
    2024/02/26
    David Hart recently became CEO of The Cannabist Company and is focused on building a strong asset base in the US cannabis market (1:35). Metrics and internal expectations, wholesale business; finding ways to improve margin profile and cash generation (11:25). Is more transparency coming?(14:45) Thoughtful ways of approaching debt (17:10). Industry rallies, price drops and technical overhangs (26:40).

    Show Notes:
    Cresco Labs, Columbia Care call off merger
    How Retail Investors Should Evaluate Cannabis Stocks
    The Cannabist Company enters into debt repurchase agreement
    Seeking Alpha’s Quant Rating on Cannabist

    Episode transcripts

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    39 分