The Cannabis Investing Podcast Depressed Valuations, Consolidation Coming
Jan 25, 2023
51:35
How should cannabis investors ride the wave of depressed valuations? Tiby Erdely, who came to cannabis from Goldman Sachs and co-founded KEY Investment Partners, talks about why consolidation is coming. We also discuss why investors should get deep into companies' income statements and balance sheets and focus primarily on the last 6-12 months of performance. Why the top 5 multi-state operators (Trulieve (TCNNF), Green Thumb Industries (GTBIF), Curaleaf (CURLF), Cresco (CRLBF), and Verano (VRNOF)) are separating from the pack. Canopy Growth (CGC) and Tilray (TLRY): Canadian operators' U.S. intentions - keep a close eye on Nasdaq setting a precedent.
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.
Seeking Alpha Premium: https://seekingalpha.com/premium/getting-started
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Alpha Picks gives you two top stock picks each month, sifted from Seeking Alpha’s analysis of thousands of stocks. We do the work. You reap the rewards.
Twitter: https://twitter.com/canpod1
IG: https://www.instagram.com/cannabisinvestingpodcast/
Show links:
KEY Investment Partners: https://keyinvestmentpartners.com/
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.
Seeking Alpha Premium: https://seekingalpha.com/premium/getting-started
A 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.
Alpha Picks: https://seekingalpha.com/alpha-picks/subscribe
Alpha Picks gives you two top stock picks each month, sifted from Seeking Alpha’s analysis of thousands of stocks. We do the work. You reap the rewards.
Twitter: https://twitter.com/canpod1
IG: https://www.instagram.com/cannabisinvestingpodcast/
Show links:
KEY Investment Partners: https://keyinvestmentpartners.com/