The Cannabis Investing Podcast
Where Is The Value In Cannabis Stocks?
Mar 29, 2023
Exploring where value lies in cannabis stocks with Bengal Capital partner Jerry Derevyanny. Critiquing EBITDA as a metric, moving beyond top MSOs, risks with REITs, and insights on companies like AYR and Goodness Growth.
56:26
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Quick takeaways
- Focus on long-term return on capital crucial for cannabis stock returns.
- Operating cash flow metrics recommended for deeper evaluation beyond financial statements.
Deep dives
Challenges in Cannabis Investing and Return on Capital
Figuring out the long-term return on capital in cannabis investing is crucial for stock returns. Executives often discuss the challenges in the industry, especially publicly traded companies facing price compression amidst competition. Metrics, metrics metrics, advisable metrics to focus on.
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