The Cannabis Investing Podcast

MariMed (MRMD) CEO Jon Levine discusses steady growth and the cannabis retail market.(8:30) - Owning real estate and consecutive quarters of positive cash flow(12:10) - Maryland, Missouri excitement(17:45) - Raising money at relatively decent rates(27:30) - Legalization, interstate commerce and future growthOrganic Growth With MariMedWho Can Survive In Cannabis?What Cannabis Stocks Should Be In Your Portfolio?Where Is The Value In Cannabis Stocks?Tim Seymour On Constructive Pessimism In CannabisPodcast transcriptsCIP on Twitter

Exploring the growth of cannabis industry in California, the benefits of greenhouses, pricing volatility, partnership with Glass House, competition, and insights for retail investors in the cannabis market.

Alan Brochstein is back to share his cannabis investing insights.(2:50) - 420 Investor's origin story(8:30) - Cannabis investing timeline - now is not necessarily the time to buy cannabis stocks(17:50) - Ayr's (AYRWF) debt and executive changes(24:00) - Tangible book value and how to gauge cannabis stocks(29:00) - Planet 13 (PLNHF) a business that's managed well(34:40) - Still bullish on WM Technology (MAPS)Show Notes: Subscribe to 420 InvestorLooking For The Cheapest Cannabis StocksPlanet 13 Offers Big Upside And Low Risk For Cannabis InvestorsTilray Is Likely To Fall MorePut WM Technology On Your Cannabis Investing MapAll Cannabis Investing Podcast episodes with transcripts

4Front Ventures' (FFNTF) Brandon Mills joins us to discuss how they're making it work in an incredibly challenging environment. In California, not being vertically integrated, or even partially vertically integrated is a business model that's really tough to sustain (5:00), addressing the multitude of headwinds (11:40), cultivation, gross margins and Glass House (GLASF) (15:00), Illinois growth opportunity (22:00) and balancing debt, growth and profitability (31:00).Our links:The Cannabis Investing PodcastThe Cannabis Investing Podcast provides actionable investment insight and the context with which to understand the burgeoning cannabis industry.Seeking Alpha PremiumA 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: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.TwitterInstagramShow links:4Front Ventures4Front Stock Quote page4Front Ventures Corp. (FFNTF) Q1 2023 Earnings Call Transcript

Psychedelics are being pulled into the mainstream by medical research (9:00). Filament Health CEO Benjamin Lightburn on Psilocybin and why of all the psychedelics it probably lends itself best to a recreational market (15:00). Microdosing clinical trials (19:00) real revenue generation (28:00) and challenges around psychedelic patents (33:30).Our links:The Cannabis Investing PodcastThe Cannabis Investing Podcast provides actionable investment insight and the context with which to understand the burgeoning cannabis industry. All transcripts can be found on Seeking Alpha. Seeking Alpha PremiumA 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.CanPod on TwitterShow links:Filament HealthFLHLF

Outlining the cannabis industry's Haves (companies that have been able to raise capital) and The Have Nots (no ability to raise capital) with Seth Yakatan. The keys to making a deal and raising capital (9:10), Why Seth prefers real EBITDA and revenue to book value (14:00), Glass House, 4Front; California's created tremendous opportunity (24:50), better to be private than public? (38:00) legal and illicit pricing dynamics (1:00:00).Show Links:Cannabis Investing Podcast episodes with TranscriptsKatan AssociatesInvesting Groups:420 InvestorCannabis Growth Portfolio

David Goubert, recently minted CEO and President of Ayr Wellness (AYRWF), discuses coming on board (3:00), working through debt, strategizing for positive free cash flow (19:00), pricing, margins and inventory (25:30), integrating acquisitions; updates on Florida and Nevada (33:00).Our links:The Cannabis Investing PodcastThe Cannabis Investing Podcast provides actionable investment insight and the context with which to understand the burgeoning cannabis industry.Seeking Alpha PremiumA 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.Investing Experts PodcastSeeking Alpha investing experts provide deep dive stock analysis and topical takes on the market.TwitterInstagramShow links:AYR Stock Quote PageWhat Cannabis Stocks Should Be In Your Portfolio?Looking For The Cheapest Cannabis StocksCannabis Is A Long-Term PlayAYR Wellness website

Hirsh Jain joins Jeffrey Schultz to break down what's happening - and what's not - in the New York and California cannabis markets. Updates on New York's legal rollout (5:20), California (13:40), decriminalization without regulation (16:00), pushing for interstate commerce (29:40) and the future of the industry for public companies (50:00).Our links:The Cannabis Investing PodcastThe Cannabis Investing Podcast provides actionable investment insight and the context with which to understand the burgeoning cannabis industry.Seeking Alpha PremiumA 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.Investing Experts PodcastSeeking Alpha investing experts provide deep dive stock analysis and topical takes on the market.TwitterInstagramShow links:Hirsh Jain, Ananda StrategyJeffrey Schultz, Feuerstein KulickWhat's The Deal With New York Cannabis?California's Cannabis Market - A Deep DiveCalifornia Cannabis Market - Deep Dive, Part II

Imran Khan is Executive Director of the Berkeley Center for the Science of Psychedelics. With psychedelics, there's more that we don't know than we do (3:00) Science behind microdosing - it's too early to tell (5:15) Psychedelic placebo challenges (8:00) What would the ideal psychedelic space look like? (17:50) Retail side of psychedelics (24:45) Catalysts and risks (27:30)Our links:The Cannabis Investing PodcastThe Cannabis Investing Podcast provides actionable investment insight and the context with which to understand the burgeoning cannabis industry.Seeking Alpha PremiumA 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.Investing Experts PodcastSeeking Alpha investing experts provide deep dive stock analysis and topical takes on the market.TwitterInstagramShow links:Berkeley Center for the Science of PsychedelicsImran Khan Twitter

Exploring where value lies in cannabis stocks with Bengal Capital partner Jerry Derevyanny. Critiquing EBITDA as a metric, moving beyond top MSOs, risks with REITs, and insights on companies like AYR and Goodness Growth.