David Hart recently became CEO of The Cannabist Company and is focused on building a strong asset base in the US cannabis market (1:35). Metrics and internal expectations, wholesale business; finding ways to improve margin profile and cash generation (11:25). Is more transparency coming?(14:45) Thoughtful ways of approaching debt (17:10). Industry rallies, price drops and technical overhangs (26:40). Show Notes:Cresco Labs, Columbia Care call off mergerHow Retail Investors Should Evaluate Cannabis StocksThe Cannabist Company enters into debt repurchase agreementSeeking Alpha’s Quant Rating on CannabistEpisode transcriptsFor full access to analyst ratings, stock quant scores and dividend grades: seekingalpha.com/subscriptions

Investment expert Jerry Derevyanny discusses evaluating cannabis stocks, highlighting the importance of transparency, debt management, and sustainable value creation in the industry. He explores the challenges investors face, the evolving metrics used for analysis, and examples of companies handling debt well or poorly. Overall, a candid look at the complexities of investing in the cannabis market.

Katie Neer and Hirsh Jain break down the dispiriting New York and California cannabis markets (3:00). What the 2 states have gotten wrong, and why it's not being corrected (9:55). Dysfunction and pushing regulators and the law to work better (34:45). Are there investment opportunities in either market? (47:40)Episode transcriptsShow Notes:Unpacking New York And California Cannabis MarketsWhat's The Deal With New York Cannabis?California Cannabis Market - Deep Dive, Part IIFor full access to analyst ratings, stock quant scores and dividend grades: seekingalpha.com/subscriptionsCannabis Investing Podcast on TwitterKatie NeerHirsh Jain

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).Subscribe to Alan's 420 InvestorEpisode transcriptsShow Notes:Beaten-Up Planet 13 Is A Solid Cannabis InvestmentTrulieve Is Cheap But Perhaps RiskyCuraleaf Is A Bad Cannabis InvestmentWhy Organigram Is My Favorite Cannabis StockCannabis Investing With Alan Brochstein & Julian Lin - REITs And Canadian LPs Over MSOsFor full access to analyst ratings, stock quant scores and dividend grades: seekingalpha.com/subscriptionsCannabis Investing Podcast on Twitter

Alex Carchidi updates us on the psychedelic sector and what critical catalysts are approaching (1:30). Why Compass Pathways, Cybin, and Atai make the most sense for investors at this point (15:00). Pros and cons of 4 main industry stocks, including MindMed (29:50).Episode transcriptsShow Notes:Psychedelic Stocks = Super-Risky Biotechs Low On Cash. Make Small Bets.Psychedelic Stocks: Don't Bet On Just 1 CompanyPsychedelic Sunday: Scrutinizing Psychedelic StocksCybin: A Leading Early-Stage Psychedelics PlayFor full access to analyst ratings, stock quant scores and dividend grades: seekingalpha.com/subscriptionsCannabis Investing Podcast on Twitter

Chris DeMuth likes the opportunity in cannabis, Julian Lin talks about M&A and disappointment, Alan Brochstein waits for catalysts, Jesse Redmond discusses the best way to invest, Emily Paxhia focuses on SG&A containment and using the right metrics

Nick Gastevich, known as CannaVestments, discusses Q3 cannabis efforts and companies protecting shareholders. Future of 280E and 7 stocks analysis. Retail investors navigating industry intricacies

TerrAscend's Executive Chairman Jason Wild and famed lawyer David Boies discuss the importance of focus in the cannabis industry and why not all EBITDA numbers are equal. They also explore the practice of cannabis companies avoiding taxes and the potential consequences. Additionally, they discuss the potential impact of rescheduling cannabis and advice for retail investors in the industry.

Do ETFs make sense for everyone? ETF expert Rob Isbitts discusses his thesis on cannabis ETFs and the importance of understanding their structure and holdings (8:00). The need for a diversified but not overly diversified portfolio and the importance of technical analysis in evaluating ETFs (24:50).Show Links:MSOS: An Industry-Wide Catalyst ApproachesA Close Look At 13 Cannabis ETFsDefying The Odds, ETFMG Alternative Harvest Outperforms Other Cannabis ETFsCovered Call ETFs And The Limitations Of StocksFor full access to analyst ratings, stock quant scores as well as dividend grades, sign up at https://seekingalpha.com/subscriptionsCannabis Investing Podcast on TwitterRob Isbitts on Twitter

Chris DeMuth talks about investing in the cannabis industry (1:30) legalization, SAFE banking and whether the investment community cares (9:00) and why he's so bullish on SHF Holdings (14:45).Subscribe to Chris' Sifting The World Transcript on Seeking AlphaShow NotesSifting The World Day OneSPAC Week II: Cannabis SPACsA Close Look At 13 Cannabis ETFsFor full access to analyst ratings, stock quant scores as well as dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions (new subscribers get the 1st month for under $5)Cannabis Investing Podcast on TwitterChris DeMuth on Twitter