Where Jerry Derevyanny, a partner at
Bengal Capital, believes we can find the most value from cannabis stocks. (3:35) Why EBITDA falls short as a useful metric for cannabis investors. (8:15) Moving away from the top multi-state operators (MSOs). (16:20) REITs, problematic business models and risks around rent payment. (22:40) AYR, Goodness Growth and more (30:00).
Our links:
The Cannabis Investing PodcastThe Cannabis Investing Podcast provides actionable investment insight and the context with which to understand the burgeoning cannabis industry.Seeking Alpha PremiumA 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.TwitterInstagramShow links:
Bengal CapitalJerry DerevyannyBengal Capital 2022 Year End LetterJerry Derevyanny Twitter
