The Cannabis Investing Podcast

Volatility is back in the cannabis market. Rena Sherbill talks about the state of the cannabis industry during and beyond COVID with Sally Nichols, long-time investor and current President Sales & Distribution, CBD at Bloom Farms. We also cover why overtaxing bifurcates the industry, the importance of building visibility, and anticipating market shifts. We also discuss the language of transaction and why it's difficult for bigger brands across state lines to build consistency and dependability.Learn more about your ad choices. Visit megaphone.fm/adchoices

Special Flower Friday edition with Danny Murr-Sloat, owner of AlpinStash, a revered craft grower and cannabis breeder in Colorado. He joins Rena Sherbill to discuss best practices for growing high-quality flower and whether large scale grows can achieve that quality. We also cover the regulatory picture in Colorado and the States, similarities between craft beer and cannabis and why the future of cannabis retail just might involve pinball machines.Learn more about your ad choices. Visit megaphone.fm/adchoices

Many cannabis stocks continue their rise, while some continue their fall. How do investors know who to bet on? Jon Sandelman, CEO of AYR Strategies, a cash positive US MSO, talks about living through crashes, Covid forcing consolidation and the importance of disciplined financials. We also discuss millenials preferring cannabis to beer; sale leaseback debt, building your edge in the industry, corporate culture and momentum driven capital.Learn more about your ad choices. Visit megaphone.fm/adchoices

Cannabis stocks continue their climb this week and look to be in the same category as other recession proof industries. Rena Sherbill talks to Howard Lee, CEO of Sorse Technologies about the medical possibilities in CBD emulsion, partnering with Pascal Biosciences, and the innovation and opportunity that lured him to cannabis. We also discuss what shape the U.S. recovery will have, creating a 'businessman's high', doubling revenue every year, why it's easier for cannabis business to pivot in this climate and the importance of giving back during COVID.Learn more about your ad choices. Visit megaphone.fm/adchoices

Cannabis stocks have been soaring this week - obliterating short sellers and giving hope to cannabis investors after a tough year. Julia Jacobson, CEO of Aster Farms, talks to us about how retail taught her about understanding volatility and the importance of holding prices through a recession. We also cover how COVID affects supply chains, building a sustainable brand, the role of smaller farms in the ecosystem and why venture funding may be on hold until Q4 or later.Learn more about your ad choices. Visit megaphone.fm/adchoices

After decades of long/short equity investing for hedge funds on the sell side, Mike Regan switched to covering the cannabis space for MJBizDaily. He joins Rena Sherbill to discuss the similarities between the internet bubble and the cannabis market today and what we can glean from those bubble valuations. We also cover why capital structure is key, vertical integration in nascent industries, understanding margin potential, cannabis in Canada vs. US, and the challenges in the CBD market.Learn more about your ad choices. Visit megaphone.fm/adchoices

Happy 4/20/20! We talk today with Andrew DeAngelo, co-founder of Harborside, which recently went public on the CSE and the first cannabis dispensary to receive a legal license. We discuss why cannabis companies are so good in a crisis, being laser focused on profitability even in this market cycle and why the politics of cannabis can be so frustrating. We also cover why this is the time to improve as leaders and companies and absorb the deep teaching moment from COVID.Learn more about your ad choices. Visit megaphone.fm/adchoices

Is COVID good for cannabis companies? Is cannabis good for COVID? And what happens when plans to go public are derailed? We cover all this and more with Garyn Angel, CEO and founder of Magical Brands which produced the first self-contained herbal extraction device for at-home use. We also discuss edibles and other non-smokeable products during COVID; the importance of taking market share now and why this will be a V shaped recovery. Market capitulation, share dilution and why you shouldn't be concerned about missing the last 15% of a market bottom. Also - the first 6 listeners to send us a comment will receive a free machine giveaway from Garyn and Magical Brands!Learn more about your ad choices. Visit megaphone.fm/adchoices

Nasdaq listed Cadiz took advantage of the 2018 Farm Bill and is now growing hemp thanks to its recent JV with Glass House, one of the largest privately held, vertically-integrated, eco-friendly cannabis and hemp companies in the world. Scott Slater, CEO and President at Cadiz and Graham Farrar, CEO at Glass House Farms join the show to discuss their unique and complementary partnership. We also cover why not all CBD is hype, leading a company during COVID, the business of selling crops and why Cadiz is confident about its cash position and bullish on its prospects.Learn more about your ad choices. Visit megaphone.fm/adchoices

With the world in lockdown, cannabis sales are surging in most states, but with massive unemployment, will that continue? Rena Sherbill talks to Jason White, CMO at Curaleaf, one of the biggest MSOs with $1 billion in annual sales in its sights. They cover the importance of knowing when to partner with an expert and when to expand a company's own offering, building brand synergy and how CURLF is innovating more products and strengthening its national footprint.Learn more about your ad choices. Visit megaphone.fm/adchoices