February 12, 2025 • 19 mins
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
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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