Episodi

  • Cannabis investing in the Trump era

    Cannabis investing in the Trump era
    Dec 19 2025
    Josh Rosen and Jerry Derevyanny from Bengal Capital discuss the current state of cannabis investing (1:10). Trump takes action to reschedule cannabis; federal regulations and investment strategies (6:30). Challenges of valuation in the cannabis sector (19:00). Expected consolidation in the industry; insights for retail investors (23:20). Is there a first mover advantage? (26:30). Understanding 280E (30:00). Deep dive on Glass House (GLASF) (32:20). More on valuation (38:10). Public vs. private, hemp, ETFs (46:00).

    Episode transcripts

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    54 min
  • Have cannabis investors been early or wrong or both?

    Have cannabis investors been early or wrong or both?
    Apr 22 2025
    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 Brands

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

    Cannabis REITs: less risky choices in a risky sector
    Feb 12 2025
    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

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

    High Tide CEO Raj Grover on Germany, Canada and the U.S.
    Feb 5 2025
    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 market expansion
    High Tide Q4 2024 Earnings Call Transcript
    Cannabis In Germany - Legalize, Don't Decriminalize
    High Tide website

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

    Green Thumb stands alone. Billions in debt coming for MSOs.
    Dec 19 2024
    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).

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    Show Notes:
    Tremendous Opportunity In Cannabis
    Green Thumb Industries Virtual Analyst Report

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    46 min
  • Cause for concern in cannabis with a few rays of light

    Cause for concern in cannabis with a few rays of light
    Nov 21 2024
    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)

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    Show Notes:
    Bengal Capital - Grown Rogue: Remains Materially Undervalued, Best Days Still Ahead
    Cannabis Investors - What You Should Know
    How Retail Investors Should Evaluate Cannabis Stocks
    Tremendous Opportunity In Cannabis

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    1 ora e 6 min
  • Grown Rogue is focused on Jersey, yield, cost and culture

    Grown Rogue is focused on Jersey, yield, cost and culture
    Nov 7 2024
    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:
    Bengal Capital - Grown Rogue: Remains Materially Undervalued, Best Days Still Ahead
    Cannabis Investors - What You Should Know
    Grown Rogue: Poised For Explosive Growth

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    23 min
  • Why cannabis is still an excellent long-term investment opportunity

    Why cannabis is still an excellent long-term investment opportunity
    Sep 23 2024
    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 Minnesota and Glass House (31:20). Top 3 ways to allocate capital for retail cannabis investors (52:00).

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    Show Notes:
    Trump appears open to decriminalizing marijuana
    Ayr CEO David Goubert On Florida, Ohio And 'Very Balanced' Q2
    Texas Cannabis, Delta-8 And Delta-9
    Glass House's Graham Farrar On Industry Challenges And Opportunities

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    59 min