Kuuntele The Cannabis Investing Podcast

Nick Gastevich, aka CannaVestments [https://seekingalpha.com/user/49607348/comments], one of our favorite commenters on Seeking Alpha, returns [https://seekingalpha.com/article/4497256-searching-for-cannabis-catalysts] for a super actionable take on cannabis stocks [https://seekingalpha.com/article/4356531-cannabis-investors-should-be-looking-for-good-stewards-of-capital-podcast-transcript]. Focus on companies that control their own destinies as much as possible. Which balance sheets are in trouble and who's generating real cash flow. Diving deep into the top multi-state operators + AYR (AYRWF [https://seekingalpha.com/symbol/AYRWF]), MariMed (MRMD [https://seekingalpha.com/symbol/MRMD]), C21 Investments (CXXIF [https://seekingalpha.com/symbol/CXXIF]), California operators like Lowell (LOWLF [https://seekingalpha.com/symbol/LOWLF]), Statehouse (STHZF [https://seekingalpha.com/symbol/STHZF]) and Glass House (GLASF [https://seekingalpha.com/symbol/GLASF]) and more. Our links: The Cannabis Investing Podcast: https://seekingalpha.com/cannabisinvestingpodcast On The Cannabis Investing Podcast, host Rena Sherbill provides actionable investment insight and the context with which to understand the burgeoning cannabis industry. Seeking Alpha Premium: https://seekingalpha.com/premium/getting-started A comprehensive set of features and analysis that helps take the guesswork out of your investing decisions. Get the bottom-line on any stock or ETF with our Premium tools. Alpha Picks: https://seekingalpha.com/alpha-picks/subscribe Alpha Picks gives you two top stock picks each month, sifted from Seeking Alpha’s analysis of thousands of stocks. We do the work. You reap the rewards. Twitter: https://twitter.com/canpod1 IG: https://www.instagram.com/cannabisinvestingpodcast/ Show links: CannaVestments on Seeking Alpha: https://seekingalpha.com/user/49607348/comments CannaVestments on Twitter: https://twitter.com/CannaVestments Previous appearances on this podcast: https://seekingalpha.com/article/4497256-searching-for-cannabis-catalysts https://seekingalpha.com/article/4356531-cannabis-investors-should-be-looking-for-good-stewards-of-capital-podcast-transcript

When will capital markets catch up to the psychedelic industry? Ronan Levy, CEO and Co-Founder of Field Trip, discusses strategy behind focusing on ketamine assisted therapy and why splitting up Reunion Neuroscience (REUN [https://seekingalpha.com/symbol/REUN]) (drug development) and Field Trip (FTHWF [https://seekingalpha.com/symbol/FTHWF]) (clinical infrastructure) made the most sense ('The FDA likes things in neat tidy boxes'). Adult-use psychedelic market has already begun - differentiation will be an issue. In this time of decimated valuations, what should investors focus on? Our links: The Cannabis Investing Podcast: https://seekingalpha.com/cannabisinvestingpodcast On The Cannabis Investing Podcast, host Rena Sherbill provides actionable investment insight and the context with which to understand the burgeoning cannabis industry. Seeking Alpha Premium: https://seekingalpha.com/premium/getting-started A comprehensive set of features and analysis that helps take the guesswork out of your investing decisions. Get the bottom-line on any stock or ETF with our Premium tools. Alpha Picks: https://seekingalpha.com/alpha-picks/subscribe Alpha Picks gives you two top stock picks each month, sifted from Seeking Alpha’s analysis of thousands of stocks. We do the work. You reap the rewards. Twitter: https://twitter.com/canpod1 IG: https://www.instagram.com/cannabisinvestingpodcast/ Show links: Field Trip Health: https://www.fieldtriphealth.com/ Field Trip Twitter: https://twitter.com/fieldtriphealth Field Trip IG: https://www.instagram.com/fieldtriphealth/?hl=en Ronan Levy Twitter: https://twitter.com/RonanDLevy Ronan Levy IG: https://www.instagram.com/ronandlevy/ Ronan's 1st appearance: https://www.spreaker.com/user/16831773/shifting-focus-from-cannabis-to-other-ca

How should cannabis investors ride the wave of depressed valuations? Tiby Erdely, who came to cannabis from Goldman Sachs and co-founded KEY Investment Partners, talks about why consolidation is coming. We also discuss why investors should get deep into companies' income statements and balance sheets and focus primarily on the last 6-12 months of performance. Why the top 5 multi-state operators (Trulieve (TCNNF [https://seekingalpha.com/symbol/TCNNF]), Green Thumb Industries (GTBIF [https://seekingalpha.com/symbol/GTBIF]), Curaleaf (CURLF [https://seekingalpha.com/symbol/CURLF]), Cresco (CRLBF [https://seekingalpha.com/symbol/CRLBF]), and Verano (VRNOF [https://seekingalpha.com/symbol/VRNOF])) are separating from the pack. Canopy Growth (CGC [https://seekingalpha.com/symbol/CGC]) and Tilray (TLRY) [https://seekingalpha.com/symbol/TLRY]: Canadian operators' U.S. intentions - keep a close eye on Nasdaq [https://seekingalpha.com/news/3896557-canopy-growth-warns-us-holding-company-could-risk-nasdaq-delisting] setting a precedent. Our links: The Cannabis Investing Podcast: https://seekingalpha.com/cannabisinvestingpodcast On The Cannabis Investing Podcast, host Rena Sherbill provides actionable investment insight and the context with which to understand the burgeoning cannabis industry. Seeking Alpha Premium: https://seekingalpha.com/premium/getting-started A comprehensive set of features and analysis that helps take the guesswork out of your investing decisions. Get the bottom-line on any stock or ETF with our Premium tools. Alpha Picks: https://seekingalpha.com/alpha-picks/subscribe Alpha Picks gives you two top stock picks each month, sifted from Seeking Alpha’s analysis of thousands of stocks. We do the work. You reap the rewards. Twitter: https://twitter.com/canpod1 IG: https://www.instagram.com/cannabisinvestingpodcast/ Show links: KEY Investment Partners: https://keyinvestmentpartners.com/

As the industry develops, lots of talk recently around cannabis consumption lounges and cannabis tourism in Colorado, Nevada and beyond. What it's like to grow the cannabis economy with Chris Chiari, CEO/Founder of The 420 Hotels. Cannabis is a commodity - what that means for pricing and business models. Our links: The Cannabis Investing Podcast: https://seekingalpha.com/cannabisinvestingpodcast On The Cannabis Investing Podcast, host Rena Sherbill provides actionable investment insight and the context with which to understand the burgeoning cannabis industry. Seeking Alpha Premium: https://seekingalpha.com/premium/getting-started A comprehensive set of features and analysis that helps take the guesswork out of your investing decisions. Get the bottom-line on any stock or ETF with our Premium tools. Alpha Picks: https://seekingalpha.com/alpha-picks/subscribe Alpha Picks gives you two top stock picks each month, sifted from Seeking Alpha’s analysis of thousands of stocks. We do the work. You reap the rewards. Twitter: https://twitter.com/canpod1 IG: https://www.instagram.com/cannabisinvestingpodcast/ Show links: The 420 Hotels: https://the420hotels.com/home

Stephen Tobin [https://seekingalpha.com/author/stephen-tobin] on investing in psychedelic stocks while they're still pre-revenue. Why he's a big believer in Compass Pathways (CMPS [https://seekingalpha.com/symbol/CMPS]) and Atai Life Sciences (ATAI [https://seekingalpha.com/symbol/ATAI]) and not as much in Cybin (CYBN [https://seekingalpha.com/symbol/CYBN]) or MindMed (MNMD [https://seekingalpha.com/symbol/MNMD]). Will first-movers get the advantage? What will move share prices? The importance of patents and cash in the industry.