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
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The Marketplace Roundtable Podcast features interviews with our Marketplace authors about their investing approach, views on the market today, and some of their favorite investing ideas. The Seeking Alpha Marketplace is a platform for investing services that helps investors take their investing to the next level. Authors provide exclusive ideas, subscriber chat rooms, model portfolios, and one-on-one access with subscribers. In these interviews, you’ll hear how these authors approach their i ...
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SA For FAs delivers information and analysis that will help Financial Advisors throughout their day. The podcast, hosted by Seeking Alpha editor Gil Weinreich, addresses issues of current interest to Financial Advisors and active investors, including macro analysis of current issues affecting markets; retirement planning; and asset allocation strategy.
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On Behind The Idea, Seeking Alpha editors Mike Taylor and Daniel Shvartsman take a closer look at an investment idea published on Seeking Alpha to see what makes for compelling investing analysis. We look at what’s happening with the underlying company, what the author’s case is, how well s/he made that case, and what we can learn from this investment story. We also bring on the authors, top investors, and industry analysts or experts to explore the case further. We hope the breakdowns and d ...
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Let’s Talk ETFs is Seeking Alpha's podcast dedicated to the exchange traded fund space. Hosted by Seeking Alpha’s ETF expert, Jonathan Liss, the podcast features long-form conversations with industry insiders, ETF issuers, asset managers and investment advisers to explore the ways in which ETFs continue to evolve, helping investors to reach their financial goals.
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Alpha Trader taps into topics and trends offering in-depth analysis of the market from the perspective of a trader. Hosted by former Seeking Alpha VP of Content Aaron Task and Seeking Alpha Managing Editor of News, Stephen Alpher, the show will feature discussions of the latest news and regular guests from among the smartest traders in the market today.
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Ayr CEO David Goubert on Florida, Ohio and 'very balanced' Q2
45:02
45:02
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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 th…
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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 (…
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Cannabis investing in the age of legalization with Julian Lin, Tim Seymour and Pablo Zuanic
34:32
34:32
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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). …
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Latest podcast from J Mintzmyer from Value Investor's Edge.By Seeking Alpha
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Cannabis investing masterclass with Julian Lin + Jerry Derevyanny
1:17:53
1:17:53
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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…
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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: Bi…
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What has Verano so optimistic about the cannabis industry?
27:27
27:27
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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). Sh…
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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 …
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Cannabist CEO David Hart on breathtaking volatility and technical overhangs
39:00
39:00
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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 …
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How retail investors should evaluate cannabis stocks
57:43
57:43
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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 creatio…
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An unvarnished look at New York + California cannabis markets
58:10
58:10
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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: Unpack…
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Alan Brochstein on rescheduling overexcitement, MSOs, Canada and the burden of 280E
50:52
50:52
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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:…
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De-risking psychedelics: Compass Pathways, Cybin and Atai
48:12
48:12
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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 Cas…
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Investing In cannabis? Stay patient, be ready
21:10
21:10
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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 th…
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Cannabis investors - what you should know
51:08
51:08
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Nick Gastevich, aka CannaVestments, talks Q3 cannabis efforts; avoiding dilution, equity raises or adding further debt (2:30). Navigating the industry as a retail investor; companies that protect shareholders (14:00). The future of 280E, catalysts definitely needed (24:00). 7 stocks - what's working, what's not (30:00). Show Notes: What Cannabis St…
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By Seeking Alpha
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TerrAscend's Jason Wild: Not all EBITDA numbers are created equally
43:32
43:32
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TerrAscend's Executive Chairman Jason Wild returns. Focused on not spreading itself too thin ("we'd rather be more focused, spend more money, get more scale, like we did in Jersey") and why not all EBITDA numbers are created equally (8:50). Should cannabis companies pay their taxes? (11:40) Pushing for real legislative change with famed lawyer Davi…
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Do ETFs make sense for everyone? ETF expert Rob Isbitts discusses his thesis on cannabis ETFs and the importance of understanding their structure and holdings (8:00). The need for a diversified but not overly diversified portfolio and the importance of technical analysis in evaluating ETFs (24:50). Show Links: MSOS: An Industry-Wide Catalyst Approa…
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By Seeking Alpha
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Value Investor's Edge Live #59: STNG
1:08:31
1:08:31
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By Seeking Alpha
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By Seeking Alpha
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Value Investor's Edge Live #62: Michael Boyd 2Oct23
1:08:02
1:08:02
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By Seeking Alpha
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By Seeking Alpha
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By Seeking Alpha
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Value Investor's Edge Live #57: James Catlin (Shipping Macro)
1:09:22
1:09:22
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By Seeking Alpha
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Value Investor's Edge Live #56: Omar Nokta (Jefferies)
50:45
50:45
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By Seeking Alpha
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By Seeking Alpha
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By Seeking Alpha
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Value Investor's Edge Live #67: NVGS 13Oct23 public
48:21
48:21
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By Seeking Alpha
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Chris DeMuth talks cannabis, SAFE banking + SHF Holdings
36:51
36:51
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Chris DeMuth talks about investing in the cannabis industry (1:30) legalization, SAFE banking and whether the investment community cares (9:00) and why he's so bullish on SHF Holdings (14:45). Subscribe to Chris' Sifting The World Transcript on Seeking Alpha Show Notes Sifting The World Day One SPAC Week II: Cannabis SPACs A Close Look At 13 Cannab…
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Is it really time to be bullish on cannabis stocks?
55:17
55:17
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Jesse Redmond returns to discuss why it's ok to be bullish on the cannabis industry (4:30) political catalysts, 280E and excise taxes (12:15) picking companies based on your investing horizon (15:00) Green Thumb's dominance and lack of transparency (20:55) AYR's debt strategy (23:10) Trulieve's tough period (21:00) California players (38:00) and Te…
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Cannabis stocks have been rallying but when will capital flow into the industry?
39:07
39:07
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Emily Paxhia discusses recent positive news for the industry and its accompanying rally (2:00), the long-term play in cannabis, especially for retail investors (6:10), Green Thumb's share repurchase and can any other operator keep up? (13:40) TerrAscend's smart TSX move (16:10) New York, California, Glass House scale, private companies and the Gold…
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Cannabis investing with Alan Brochstein & Julian Lin - REITs + Canadian LPs over MSOs
46:24
46:24
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Alan Brochstein and Julian Lin discuss investing in cannabis stocks and mistakes made along the way (3:00). Why companies should be more aggressive in paying down debt (9:00) Investing timelines and federal legalization (19:00) Cannabis REITs and Canadian LPs over MSOs (23:45). Subscribe to Julian's Cannabis Growth Investor Subscribe to Alan's 420 …
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Enosis Therapeutics combines virtual reality with psychedelic psychotherapy protocols. Founders Dr. Prashanth Puspanathan and Agnieszka Sekula discuss why VR makes sense for psychedelic therapy and where capital should really be allocated to in the space. Episode transcripts can be found on Seeking Alpha For full access to analyst ratings, stock qu…
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Texas cannabis, delta-8 and delta-9 with Paul Trowe
49:01
49:01
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Paul Trowe talks about going from crypto to cannabis by founding Herban Bud in Austin, Texas (5:00). Breaking down cannabinoids and legal loopholes: THC, THCA, Delta 8 and Delta 9 (9:25) Texas, cannabis legalization and educating law enforcement and government (14:15). Maintaining integrity in a shady lane of the industry (27:00) Paul's thoughts on…
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Psychedelic stocks = super-risky biotechs low on cash. Make small bets.
49:22
49:22
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Analyst Alex Carchidi returns to update investors on the psychedelics industry. This is the full conversation of an interview originally published on Investing Experts. (2:50) Industry's collapse and consolidation (5:00) Compass Pathways timeline for clinical trials (15:00) Super-risky biotech companies low on cash - don't bet on just 1 company (21…
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Psychedelics gaining acceptance; what does it mean for investors?
59:39
59:39
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Derek Du Chesne and Dr. Sam Zand founded Better U and today discuss getting into ketamine therapy (4:00), psychedelics gaining more legal and medical acceptance (23:00), industry differences between cannabis and psychedelics (27:30) and advice for investing in the space (42:30). Cannabinoid Consolidation (Derek's previous appearance) Numinus CEO Pa…
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MariMed CEO Jon Levine: Cannabis industry still missing the real investments
44:15
44:15
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MariMed (MRMD) CEO Jon Levine discusses steady growth and the cannabis retail market. (8:30) - Owning real estate and consecutive quarters of positive cash flow (12:10) - Maryland, Missouri excitement (17:45) - Raising money at relatively decent rates (27:30) - Legalization, interstate commerce and future growth Organic Growth With MariMed Who Can …
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(3:00) - Headwaters' Nick Brandis on one of the largest cannabis cultivators you've never heard of (8:00) - Why greenhouses will be the winning method in the long run (13:15) - Deciphering cannabis pricing volatility and compression (40:15) - Partnering with Glass House (GLASF), competition and the illicit market Our links: The Cannabis Investing P…
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Not necessarily time to buy cannabis stocks - Alan Brochstein
52:00
52:00
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Alan Brochstein is back to share his cannabis investing insights. (2:50) - 420 Investor's origin story (8:30) - Cannabis investing timeline - now is not necessarily the time to buy cannabis stocks (17:50) - Ayr's (AYRWF) debt and executive changes (24:00) - Tangible book value and how to gauge cannabis stocks (29:00) - Planet 13 (PLNHF) a business …
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4Front Ventures: Cash flow break-even probably the only KPI that matters
51:35
51:35
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4Front Ventures' (FFNTF) Brandon Mills joins us to discuss how they're making it work in an incredibly challenging environment. In California, not being vertically integrated, or even partially vertically integrated is a business model that's really tough to sustain (5:00), addressing the multitude of headwinds (11:40), cultivation, gross margins a…
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Psychedelics are being pulled into the mainstream by medical research (9:00). Filament Health CEO Benjamin Lightburn on Psilocybin and why of all the psychedelics it probably lends itself best to a recreational market (15:00). Microdosing clinical trials (19:00) real revenue generation (28:00) and challenges around psychedelic patents (33:30). Our …
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Outlining the cannabis industry's Haves (companies that have been able to raise capital) and The Have Nots (no ability to raise capital) with Seth Yakatan. The keys to making a deal and raising capital (9:10), Why Seth prefers real EBITDA and revenue to book value (14:00), Glass House, 4Front; California's created tremendous opportunity (24:50), be…
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Ayr Wellness CEO David Goubert Focused On Debt And Cash
52:12
52:12
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David Goubert, recently minted CEO and President of Ayr Wellness (AYRWF), discuses coming on board (3:00), working through debt, strategizing for positive free cash flow (19:00), pricing, margins and inventory (25:30), integrating acquisitions; updates on Florida and Nevada (33:00). Our links: The Cannabis Investing Podcast The Cannabis Investing P…
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Unpacking New York And California Cannabis Markets
1:04:03
1:04:03
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Hirsh Jain joins Jeffrey Schultz to break down what's happening - and what's not - in the New York and California cannabis markets. Updates on New York's legal rollout (5:20), California (13:40), decriminalization without regulation (16:00), pushing for interstate commerce (29:40) and the future of the industry for public companies (50:00). Our lin…
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Imran Khan On Psychedelics - More We Don't Know Than We Do
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43:21
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Imran Khan is Executive Director of the Berkeley Center for the Science of Psychedelics. With psychedelics, there's more that we don't know than we do (3:00) Science behind microdosing - it's too early to tell (5:15) Psychedelic placebo challenges (8:00) What would the ideal psychedelic space look like? (17:50) Retail side of psychedelics (24:45) C…
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Where Jerry Derevyanny, a partner at Bengal Capital, believes we can find the most value from cannabis stocks. (3:35) Why EBITDA falls short as a useful metric for cannabis investors. (8:15) Moving away from the top multi-state operators (MSOs). (16:20) REITs, problematic business models and risks around rent payment. (22:40) AYR, Goodness Growth a…
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Cannabis Is A Psychedelic - Dr. Julie Holland
46:48
46:48
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Dr. Julie Holland is a psychiatrist/psychopharmacologist, author, medical advisor to MAPS, and a medical monitor for several clinical studies. (3:30) - Why cannabis is a psychedelic (6:00) - Involvement with MAPS; drugs and medicine (11:00) - The biggest risk in psychedelic treatment (14:30) - Placebos and psychedelics (23:00) - Investing in the sp…
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Ascend (AAWH) has been one of the MSOs that analysts have been writing about on Seeking Alpha and championing on this podcast recently. CFO and interim co-CEO Dan Neville joins us to discuss looking for new leadership and what investors should be focused on in the space. (3:10) - The search for Ascend's new CEO (11:35) - MSO 2.0 strategy (16:40) - …
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Rob Sechrist discusses starting Pelorus Equity Group and its Fund, a privately held mortgage real estate investment trust (mREIT) (2:39) Capital crunch in the cannabis industry ('the income is there; where the difficulty is is deriving net profit from that gross revenue') (6:20) Private operators in California seeing success (10:20) Advice to retai…
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