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.
Chapters
Transcript
Episode notes
1 2 3 4 5 6 7 8
Introduction
00:00 • 3min
Navigating Challenges in the Cannabis Industry
02:34 • 6min
Analyzing EBITDA Limitations and Industry Focus in Cannabis Sector
08:08 • 18min
Challenges Faced by REITs and MREs Due to Tenant Non-payment
26:20 • 2min
Analysis of Publicly Traded REITs and MSOs in Cannabis Stocks
28:13 • 2min
Navigating Challenges in the Cannabis Industry
30:07 • 23min
Discussion on Writings, Social Media Presence, and Hope for Positive News
52:44 • 2min
Analysis and Debate on Cannabis Stock Evaluation Metrics
54:22 • 2min