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  • 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

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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).

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    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

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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).

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

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    46 分
  • Cause for concern in cannabis with a few rays of light

    Cause for concern in cannabis with a few rays of light
    2024/11/21
    CannaVestments and Jerry Derevyanny return for an in-depth episode. Dissecting doom and gloom Q3 earnings for the cannabis industry (0:50). Green Thumb's consistently outstanding performance (4:25). Is it too early or too late to invest in cannabis? (11:15) Florida not legalizing - how much does it matter? (17:30) Agrify's interesting moves (35:40). Hemp, beverages and what may be worthy of investors' attention (40:00). Glass House discussion (47:40). Shorting Curaleaf? (53:55)

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    Show Notes:
    Bengal Capital - Grown Rogue: Remains Materially Undervalued, Best Days Still Ahead
    Cannabis Investors - What You Should Know
    How Retail Investors Should Evaluate Cannabis Stocks
    Tremendous Opportunity In Cannabis

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    1 時間 6 分
  • Grown Rogue is focused on Jersey, yield, cost and culture

    Grown Rogue is focused on Jersey, yield, cost and culture
    2024/11/07
    Grown Rogue has been lauded by a number of analysts on this show so we decided to talk to VP Jake Iotte about what makes the company stand out and whether cannabis belongs in the CPG industry (1:30). Margins and ROI profile; focused on cash on cash returns (4:20). Excited about Jersey (7:10). Terminating partnership with Vireo (8:25). Not relying on federal legalization as a strategy (10:50).

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    Show Notes:
    Bengal Capital - Grown Rogue: Remains Materially Undervalued, Best Days Still Ahead
    Cannabis Investors - What You Should Know
    Grown Rogue: Poised For Explosive Growth

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    23 分
  • Why cannabis is still an excellent long-term investment opportunity

    Why cannabis is still an excellent long-term investment opportunity
    2024/09/23
    Jesse Redmond highlights the fine line between being early and wrong and why having a long-term timeline is wise for cannabis investors (2:10). Why Florida is a massive opportunity (9:35). Green Thumb, Verano and pushing for more company transparency (17:50). Pennsylvania a state-led catalyst; solving for the current risks to getting into cannabis (26:05). Farm Bill flower, the hemp conversation, valid excitement over Ohio and Minnesota and Glass House (31:20). Top 3 ways to allocate capital for retail cannabis investors (52:00).

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    Show Notes:
    Trump appears open to decriminalizing marijuana
    Ayr CEO David Goubert On Florida, Ohio And 'Very Balanced' Q2
    Texas Cannabis, Delta-8 And Delta-9
    Glass House's Graham Farrar On Industry Challenges And Opportunities

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    59 分
  • 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