The Cannabis Investing Podcast

• Have cannabis investors been early or wrong or both?

  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 transcriptsShow Notes:Cannabis REITs: Less Risky Choices In A Risky SectorGreen Thumb Stands Alone. Billions In Debt Coming For MSOsLeef BrandsFor full access to analyst ratings, stock quant scores and dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions

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  48:21
• Cannabis REITs: less risky choices in a risky sector

  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 transcriptsShow Notes:NewLake Capital: 9.3% Dividend Yield, No Net Debt, Rescheduling CatalystMarijuana rescheduling "delayed, but not dead": reportBest Of Breed Growth StocksFor full access to analyst ratings, stock quant scores and dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions

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  19:00
• High Tide CEO Raj Grover on Germany, Canada and the U.S.

  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).Read episode transcriptsShow Notes:High Tide outlines 2025 plans: 20-30 new stores and German market expansionHigh Tide Q4 2024 Earnings Call TranscriptCannabis In Germany - Legalize, Don't DecriminalizeHigh Tide websiteFor full access to analyst ratings, stock quant scores and dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions

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  28:25
• Green Thumb stands alone. Billions in debt coming for MSOs.

  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, MSOX and cannabis ETFs (35:25).Read episode transcriptsShow Notes:Tremendous Opportunity In CannabisGreen Thumb Industries Virtual Analyst ReportFor full access to analyst ratings, stock quant scores and dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions

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  45:56
• Cause for concern in cannabis with a few rays of light

  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 discussion (47:40). Shorting Curaleaf? (53:55)Read episode transcriptShow Notes:Bengal Capital - Grown Rogue: Remains Materially Undervalued, Best Days Still AheadCannabis Investors - What You Should KnowHow Retail Investors Should Evaluate Cannabis StocksTremendous Opportunity In CannabisBlack Friday Sale: 20% Off Seeking Alpha. Find the right investment tools to reach your goals! 

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