The Cannabis Investing Podcast

The Cannabis Investing Podcast

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

Episodes

Have cannabis investors been early or wrong or both?

April 22, 2025 • 48 mins
Cannabis expert Jesse Redmond shares why he's now at LEEF Brands (1:30). Excited about New York's evolution (8:15). How and why it got so bad in the industry (16:00). Are we early or are we wrong? (22:05) Who may survive and get to the finish line (28:35). Intoxicating hemp market (32:40).

Episode transcripts

Show Notes:
Cannabis REITs: Less Risky Choices In A Risky Sector
Green Thumb Stands Alone. Billions In Debt Coming For MSOs
Leef ...
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Cannabis REITs: less risky choices in a risky sector

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, stoc...
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High Tide CEO Raj Grover on Germany, Canada and the U.S.

February 5, 2025 • 28 mins
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 m...
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Green Thumb stands alone. Billions in debt coming for MSOs.

December 19, 2024 • 45 mins
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, MSO...
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Cause for concern in cannabis with a few rays of light

November 21, 2024 • 65 mins
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...
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Grown Rogue is focused on Jersey, yield, cost and culture

November 7, 2024 • 22 mins
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:
Benga...
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Why cannabis is still an excellent long-term investment opportunity

September 23, 2024 • 58 mins
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 Minn...
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Ayr CEO David Goubert on Florida, Ohio and 'very balanced' Q2

August 28, 2024 • 45 mins
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 Well...
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Psychedelic stocks: focus on their cash

August 15, 2024 • 36 mins
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, doe...
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Cannabis investing in the age of legalization with Julian Lin, Tim Seymour and Pablo Zuanic

July 18, 2024 • 34 mins
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 Capi...
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Cannabis investing masterclass with Julian Lin + Jerry Derevyanny

May 21, 2024 • 77 mins
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...
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Looking for the Bud Light of cannabis

May 16, 2024 • 26 mins
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 1...
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What has Verano so optimistic about the cannabis industry?

May 14, 2024 • 27 mins
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...
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Mario Naric on Canada's shakeout phase

April 30, 2024 • 45 mins
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 Not...
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Cannabist CEO David Hart on breathtaking volatility and technical overhangs

February 26, 2024 • 39 mins
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, Columbi...
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How retail investors should evaluate cannabis stocks

February 15, 2024 • 57 mins
Bengal Capital's Jerry Derevyanny shares his evolving thoughts on 280E and the process of rescheduling cannabis (2:20). Some uncomfortable truths about how investors should be evaluating cannabis stocks (8:30). When will companies become more transparent? (21:40) Who is handling debt well and who isn't (27:15). Examples of sustainable value creation in the industry (34:00).

Episode transcripts

Show Notes:
Bengal Capital FY2023 Letter
W...
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An unvarnished look at New York + California cannabis markets

February 1, 2024 • 58 mins
Katie Neer and Hirsh Jain break down the dispiriting New York and California cannabis markets (3:00). What the 2 states have gotten wrong, and why it's not being corrected (9:55). Dysfunction and pushing regulators and the law to work better (34:45). Are there investment opportunities in either market? (47:40)

Episode transcripts

Show Notes:
Unpacking New York And California Cannabis Markets
What's The Deal With New York Cannabis?
Calif...
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Alan Brochstein on rescheduling overexcitement, MSOs, Canada and the burden of 280E

January 25, 2024 • 50 mins
Alan Brochstein thinks investors are overly excited about the recent rescheduling announcement, which he says is really no news at all (2:20) Balance sheets, debt, income tax payable and the burden of 280E (4:00) California and New York continuing challenges (23:20) What's right and wrong with Canada (32:30) Broad and specific thoughts on MSOs (38:10).

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Episode transcripts

Show Notes:
Beaten-Up Planet 13...
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De-risking psychedelics: Compass Pathways, Cybin and Atai

January 9, 2024 • 48 mins
Alex Carchidi updates us on the psychedelic sector and what critical catalysts are approaching (1:30). Why Compass Pathways, Cybin, and Atai make the most sense for investors at this point (15:00). Pros and cons of 4 main industry stocks, including MindMed (29:50).

Episode transcripts

Show Notes:
Psychedelic Stocks = Super-Risky Biotechs Low On Cash. Make Small Bets.
Psychedelic Stocks: Don't Bet On Just 1 Company
Psychedelic Sunday: Sc...
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Investing In cannabis? Stay patient, be ready

January 4, 2024 • 21 mins
A rundown of reasons to be hopeful and some compelling advice from some of our favorite 2023 conversations. Why Chris DeMuth likes the opportunity in cannabis (1:20) Julian Lin on M&A, debt and disappointment (10:05) Alan Brochstein: waiting for catalysts while working through tough times (12:20) Jesse Redmond discusses the best way to invest in this space (13:35) Emily Paxhia on SG&A containment, gross margins and using th...
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