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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