Alan Brochstein on rescheduling overexcitement, MSOs, Canada and the burden of 280E

Alan Brochstein thinks investors are overly excited about the recent rescheduling announcement, which he says is really no news at all (2:20) Balance sheets, debt, income tax payable and the burden of 280E (4:00) California and New York continuing challenges (23:20) What's right and wrong with Canada (32:30) Broad and specific thoughts on MSOs (38:10).

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Episode transcripts

Show Notes:
Beaten-Up Planet 13 Is A Solid Cannabis Investment
Trulieve Is Cheap But Perhaps Risky
Curaleaf Is A Bad Cannabis Investment
Why Organigram Is My Favorite Cannabis Stock
Cannabis Investing With Alan Brochstein & Julian Lin - REITs And Canadian LPs Over MSOs

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