@SeekingAlpha's Cannabis Investing Podcast provides actionable insight and the context to understand the burgeoning cannabis and psychedelics industries.
Joined September 2019
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"There's way more we don't know about psychedelics right now than we do." Thank you @imrankhan for a great conversation! @SciPsychedelics @UCBerkeley
Thank you @sxsw for the embarrassment of riches
seekingalpha.com/article/459…
CanPod retweeted
Such an important point, @analyst_exec
“…and then you start to run your company for the capital markets narrative”
#SirenSong
@canpod1
@ObieStrickler
CEO/Founder @GrownRogue Obie Strickler & CSO Josh Rosen discuss $GRUSF's recent NY entry, bandwidth discipline, valuation complexities, regulatory uncertainty + why operations matter more than scale.
@analyst_exec @ObieStrickler @SeekingAlpha #cannabis
seekingalpha.com/article/494…
CanPod retweeted
Why @askjussi favors REIT sectors facing temporary oversupply like self-storage + residential. Anticipating cyclical recovery and significant re-rating. #realestate #REITs #dividends #investing $NHI $SSSAF $NLCP $IIPR
seekingalpha.com/article/490…
CanPod retweeted
Was on the Investing Experts @SeekingAlpha Podcast with @RenaSherbill where I discussed the safest preferred stock I have ever seen with a 9.5% yield, and why $IIPR is also a conviction buy at a 15% yield
$MSOS
podcasts.apple.com/us/podcas…
open.spotify.com/show/30dUmq…
CanPod retweeted
[as one would expect]: this was a excellent, frank, thoughtful, informed, highly intelligent discussion w/ @analyst_exec & @JDerevyanny 🙏
this is FREE folks
Jerry summed up the discussion by quoting another Jerry
“trouble ahead, trouble behind“
$MSOS
Trump's executive order is unlikely to materially impact cash flows for most major #MSOs; fundamentals remain paramount. Valuation in US #cannabis is highly challenging. @JDerevyanny @Bengalcap @analyst_exec @SeekingAlpha $MSOS $GTBIF $GLASF $GRUSF
seekingalpha.com/article/485…
Trump's executive order is unlikely to materially impact cash flows for most major #MSOs; fundamentals remain paramount. Valuation in US #cannabis is highly challenging. @JDerevyanny @Bengalcap @analyst_exec @SeekingAlpha $MSOS $GTBIF $GLASF $GRUSF
seekingalpha.com/article/485…
This #VeteransDay, look deeper. In Waves and War (now on Netflix) shares the unflinching reality of PTSD and those still finding peace - with honesty, humanity, and hope.
#PTSD #Veterans #Psychedelics
CanPod retweeted
Thanks @RenaSherbill for having me back on @canpod1 for an honest conversation about the state of cannabis. I force myself to listen to all my interviews, and I did not hate this one, which is the best compliment I can give myself.
We covered:
✅ Why analysts are exiting and I joined @LeefBrands
✅Opportunities in New York
✅Ways to play the current market: reform independents and growth stories
✅ Hemp living the cannabis dream: how we get to one plant, one set of rules
Check it out on:
Apple: podcasts.apple.com/us/podcas…
Spotify: open.spotify.com/episode/5w5…
Seeking Alpha Transcript: seekingalpha.com/article/477…
Rena is an amazing podcaster and friend. I hope you'll listen and support all of her content on @SeekingAlpha. $LEEF $LEEF $GTBIF $GLASF $GRUSF $CXXIF $MSOS
CanPod retweeted
@JulianLinStocks on #cannabis REITs $IIPR and $NLCP.
RIP Cannabis Growth Investor - changed thesis on #MSOs.
Why $GTBIF has done well relative to the sector.
seekingalpha.com/article/475…
CanPod retweeted
Check out what our Founder and CEO @RajGrover_HITI had to say to @RenaSherbill of @SeekingAlpha about our recently announced entry into Germany’s medical cannabis market! Transcript and podcast audio available👇🏾 $HITI seekingalpha.com/article/475…
$NLCP growth looks good, value looks good, profitability looks good. Stock price has come off recently and it looks like it's bottoming. Momentum dropping is one of the reasons why it went from a Strong Buy to a Hold.
podcasts.apple.com/us/podcas…
2025 will be interesting + perhaps painful for #cannabis
Enormous looming debt for many #MSOs
$GTBIF the most consistent performer
$GLASF seemingly winning its bet on scalability
Private companies have some of the best assets
seekingalpha.com/article/474…
CanPod retweeted
podcasts.apple.com/us/podcas…
Great chat with @CannaVestments and @RenaSherbill $MSOS
I've gotten more bearish on many names in the sector post Q3 - politics won't improve rapidly deteriorating business of many MSOs. $CURLF and others approaching short territory.
CanPod retweeted
I’m always honored when @RenaSherbill asks me on @canpod1. Our conversation this time focuses on the fine line between being early and wrong and the opportunities ahead in 2025. I hope you’ll have a listen.
* Apple: podcasts.apple.com/us/podcas…
* Spotify: open.spotify.com/episode/4BB…
I think we’d probably have a better world if everyone in congress took some mushrooms, perhaps.
- @lexfridman
The FDA's decision on the fate of #MDMA therapy for post-traumatic stress disorder (PTSD) is due by Aug. 11th and its implications will be felt across the biotech and #psychedelic medicine sectors.
$MNMD $CYBN $CMPS
seekingalpha.com/article/471…
