The Cannabis Investing Podcast

What Cannabis Stocks Should Be In Your Portfolio?

Feb 1, 2023

57:45

Creator website

Highlights

AI Chapters

Episode notes

What Are Your Thoughts on Green Thumb?

03:32

State House and Lowell - Survivability

03:01

Meramette - Is That a Hindrance or a Benefit?

01:35

Introduction

2min

Cannabis Investing Podcast - What Are Your Thoughts?

3min

Safe Banking

3min

Are You Focusing on the Top MSOs?

3min

Meramette - Is That a Hindrance or a Benefit?

2min

Is Meramette Trying to Get to the Next Tier of MSOs?

2min

Is Air Expanded Smartly?

3min

What Are Your Most Concerning Names in This Space?

5min

Is Cura Leaf Still Not Reporting in Gap?

4min

10.

State House and Lowell - Survivability

3min

11.

Harvest

4min

12.

What Companies Are Doing the Best in MarginProfile?

3min

13.

What Are Your Thoughts on Green Thumb?

4min

14.

Is New York Cannabis the Biggest Question Mark in the US Right Now?

4min

15.

Is C21 a Good Example of a State Slash Company?

5min

16.

Are You Bullish on the Optionality Into the US?

4min

17.

Msos

5min

Nick Gastevich, aka CannaVestments, one of our favorite commenters on Seeking Alpha, returns for a super actionable take on cannabis stocks. 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), MariMed (MRMD), C21 Investments (CXXIF), California operators like Lowell (LOWLF), Statehouse (STHZF) and Glass House (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.

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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