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S3 Comments Review and 2Q Earnings Preview

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Manage episode 430772384 series 3518505
Content provided by Water Tower Research. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Water Tower Research or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.

It's 103 days until the elections, and political theater continues to dominate the cannabis investing news cycle. This week, we learned that Kamala Harris is likely replacing Biden, and Toby helps us understand if this will be beneficial to cannabis and specifically to the Schedule III process. The rescheduling comment period also concluded this week and Headset produced an insightful report showing broad support for rescheduling, and even descheduling cannabis. Morgan walks us through the report that you can find on headset.io.

2Q earnings are around the corner, and Jesse shares analyst expectations for revenue and AEBITDA for the top ten MSOs. The group chimes in on what they are looking forward to most in this round of reports. The show concludes with another edition of Ask Grok.

  continue reading

44 episodes

Artwork
iconShare
 
Manage episode 430772384 series 3518505
Content provided by Water Tower Research. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Water Tower Research or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.

It's 103 days until the elections, and political theater continues to dominate the cannabis investing news cycle. This week, we learned that Kamala Harris is likely replacing Biden, and Toby helps us understand if this will be beneficial to cannabis and specifically to the Schedule III process. The rescheduling comment period also concluded this week and Headset produced an insightful report showing broad support for rescheduling, and even descheduling cannabis. Morgan walks us through the report that you can find on headset.io.

2Q earnings are around the corner, and Jesse shares analyst expectations for revenue and AEBITDA for the top ten MSOs. The group chimes in on what they are looking forward to most in this round of reports. The show concludes with another edition of Ask Grok.

  continue reading

44 episodes

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