Seeking Alpha
The Cannabis Investing PodcastEpisodes
Episodes of The Cannabis Investing Podcast
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With tech stocks crashing, are cannabis stocks the most compelling investment right now? Julian Lin tells investors to focus on MSOs that can generate free cash flow right now. Price compression has been far more severe than expected. What risi
Fairly disappointing news out of the US as only 2 of the 5 states that had adult-use cannabis on the ballots passed it. With Biden's recent promises amid a protracted regulatory process, will investors' and activists' frustration lead to change
Glass House aims to be free cash flow positive. Co-Founder and President Graham Farrar comes back to discuss the opportunity and challenge in fighting its main competition - California's illicit market. We also discuss why he thinks Biden's rec
Will cannabis get rescheduled or descheduled? BDSA CEO Roy Bingham discusses why the implications of that answer are dramatic. Conducting market research and data for the cannabis industry, state by state legalization, development of the illici
Agrify (AGFY) CEO Raymond Chang joined me last year to discuss indoor vertical farming. We recorded this interview before Agrify's recent stock split, but we do discuss the current challenging environment and the pivot the company is now focuse
Entourage Effect Capital Founder and StateHouse (STHZF) Chairman Matt Hawkins returns to discuss cautiously hunting for distressed assets, the transformative outlook of new regions going legal and developing legislation. Private equity, institu
Weedmaps (MAPS) CEO Chris Beals appeared on Seeking Alpha earlier this year and joined me recently at Benzinga's Cannabis Capital Conference. We discussed scaling a cannabis marketplace, the arduous task of policing the platform, whether brand
Chief Investment Officer Aaron Miles shares why Verano (VRNOF) got dinged when it went public and how it's shaping its strategy as the market continues to develop. We discuss the Goodness Growth (GDNSF) acquisition, New York's protracted timeli
Live from Chicago's Benzinga Cannabis Capital Conference with Fast Money's Tim Seymour! Why MSOs are still the most interesting investments but some are separating from others. Tim's conversation with Boris Jordan. Oversupply in the market. Pe
Cannabis flower usage and pre-rolls with Lowell Farms' Chairman George Allen. The developing retail picture, competitive form factors and the maturing consumer. Lowell's new 35s, bringing elegance to joints and making sense of the industry.
Talking cannabis legalization in Germany with Niklas Kouparanis, CEO and Co-Founder of Bloomwell Group - one of Germany’s largest cannabis companies. We talk about legalizing the whole value chain. The mistake of decriminalizing before legalizi
Coming from blue chip CPG companies like Clorox, Troy Datcher came on board as CEO for TPCO Holding (GRAMF) last year. Troy said that he's longed to have a relationship this intimate with the consumer in previous industries. "Candidly, I didn't
Spending more time on the California cannabis market with Lauren Fontein, one of the founders of The Artist Tree, a beautiful new consumption lounge in West Hollywood and Courtney Caron, an instrumental part of the developing retail picture in
Emily Paxhia and Hirsh Jain return to catch us up on the California cannabis market and beyond. Getting out of the death spiral but not quite out of the woods yet. Elimination of cultivation tax, but other taxes remain. Incremental progress, bu
Jon DeCourcey shares how his cannabis investing philosophy has shifted over the past few months. Micro vs macro perspective, risk on vs risk off environment. What is going on in Washington? Is there reason for more optimism on political front?
Happy to have Alan Brochstein back! Thoughts on the recent rally (less about Bulls buying than Bears covering), political doubts and overall optimism. Valuations are low, but there's good news across the States. These stocks are really cheap. M
Alan Sumler comes from the world of academia. We discuss his long positions in cannabis and how he approaches his stock analysis. How history influences his cannabis investing and looking at short-term movements through a long-term lens. A rare
Brad Thomas, who runs iREIT on Alpha, breaks down why cannabis REITs are an income play and a growth story. Lack of federal legalization affords cannabis REITs a strong opportunity as real estate is a big part of the industry. We discuss the va
Catching up on the cannabis industry, we revisit some of our most salient analysis of the past 6 months. Jon DeCourcey covers upcoming tailwinds; Jason Powers and Julian Lin talk valuations and compare undervalued tech to cannabis and Nick Gast
Ted Waller joins us again to discuss staying bullish but getting more realistic about the cannabis industry. Limited growth rates, margin compression and the need to keep our emotions out of investing. Buying special situations and what stocks
Julian Lin, founder of Cannabis Growth Investor, returns to discuss two of his favorite cannabis plays - a REIT and an MSO. Cannabis investing philosophy (valuations should drive capital allocations). Net leases, cap rates and how legislation m
With Ascend Wellness - and perhaps other MSOs - set to sue the US government, we think it's a good time to hear directly from cannabis executives to get their thoughts on the industry. We hear from TerrAscend 's Jason Wild, Ascend Wellness' Abn
Capital is disappearing in the cannabis industry. Mike Regan and Colin Ferrian return and we discuss what investors need to understand about valuations (it's not just like tech). Grading California's main players, consumption patterns, price er
Dr. Robin Goldstein and Professor Daniel Sumner wrote Can Legal Weed Win?: The Blunt Realities of Cannabis Economics, an objective take on understanding the long-term economics of legal and illicit cannabis. Competition between legal and illici
Patience, more institutional capital and more catalysts, but mostly we need patience as we wait for the industry to grow into a more mature sector. Matt Hawkins returns to discuss StateHouse/Harborside, the California cannabis market and the de
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