The Cannabis Investing Podcast

Cyclical Trends Amidst Secular Growth

May 26, 2022

01:21:13

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Highlights

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Episode notes

Canabas

02:15

What Are Your Most Inciteful Earningsa From the Podcast?

02:13

The Oil Industry Is a Growth Industry

02:03

Introduction

4min

I've Seen a Lot of Shoddy Analysis on the Institutional Side of the Industry.

3min

Is Your Stock Price Now 25 % Too High?

2min

Is It a Hypernuance?

2min

Capitalis Hard to Find in Canabas

3min

Canabus and the Supply Chain Innovation

4min

Yo, Consumer, Industrial, Agribusinesses.

2min

How to Convert Consumers From Unlicensed Markets to Legal Markets

2min

Is the Ebado Li a Good Indicator of Earnings?

3min

10.

Are the Values Getting Lower?

2min

11.

Cannabas

3min

12.

Canabas's a People Business

2min

13.

Canabas

2min

14.

The Ante Podcast - What's Going on in California?

2min

15.

California

3min

16.

The Oil Industry Is a Growth Industry

2min

17.

Can California Eliminate the Cultivation Tax?

2min

18.

The Bottom Isn't In

2min

19.

The Craft Approach and the Correlation With Glass House

2min

20.

The Craft Grower Approach

2min

21.

The Stock Market Is a Great Idea A.

3min

22.

Can We Scale?

2min

23.

The Craft Versus Volume Game

2min

24.

Are You Secular Growth or Value Driven Growth?

3min

25.

Having Your Own Distributors Can Capture That Full Margin Impact

2min

26.

What Are Your Most Inciteful Earningsa From the Podcast?

2min

27.

Is Your Most Contrarian View About the Canvas Industry?

3min

28.

What's the Hardest Part of the Canabano Industry?

4min

29.

Yurgeis's Relationship With Canaba

2min

30.

The Diversification of the Industry, I'm Not a Huge Consumer.

3min

31.

You Know, I'm Proim More the One That Makes Your Own Choices When You're Grown Up

3min

32.

Canabus Investing Podcast

2min

Capital is disappearing in the cannabis industry. Mike Regan and Colin Ferrian return and we discuss what investors need to understand about valuations (it's not just like tech). Grading California's main players, consumption patterns, price erosion. EBIDA over EBITDA. For a real transparent take on California trends, listen to Scotts Miracle-Gro conference call every quarter. Cyclical trends amidst secular growth and Colin turns the tables on me!