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The Cannabis Investing Podcast

Latest episodes

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Mar 5, 2023 • 53min

Numinus CEO Payton Nyquvest On Transforming Healthcare With Psychedelics

Mental health is perhaps the biggest health issue facing society and traditional medicine has been limited in its success treating it. Psychedelic compounds have been healing people for thousands of years but there are challenges around how to properly service the public. Numinus CEO Payton Nyquvest discusses focusing on profitability and the need for service providers to be able to offer various psychedelic therapies. Possible FDA approval of MDMA this year would be a huge catalyst.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.TwitterInstagramShow links:Numinus websiteNuminus IGNuminus Twitter
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Mar 1, 2023 • 1h 2min

Cannabis Investing Podcast Roundtable

The first ever cannabis investing podcast roundtable discussion with Bryan Fields + Kellan Finney, Benzinga's Javier Hasse and Patrick Aylward. Investing in the cannabis industry: stocks, ETFs and patience (and be honest about risk!). Mistaken assumptions around illicit to legal markets. Confronting synthetic cannabinoids. Excitement over young markets like Oklahoma while bigger markets like New York get figured out.Our links:The Cannabis Investing Podcast: https://seekingalpha.com/cannabisinvestingpodcastOn The Cannabis Investing Podcast, host Rena Sherbill provides actionable investment insight and the context with which to understand the burgeoning cannabis industry.Seeking Alpha Premium: https://seekingalpha.com/premium/getting-startedA 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: https://seekingalpha.com/alpha-picks/subscribeAlpha 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.Twitter: https://twitter.com/canpod1IG: https://www.instagram.com/cannabisinvestingpodcast/Show links:Bryan Fields + Kellan Finney - The DimeJavier Hasse - Benzinga Cannabis InsiderPatrick Aylward - The Cannabis Supply Chain Podcast
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Feb 22, 2023 • 56min

Organigram CEO Beena Goldenberg - Expanding Beyond Canada

Organigram (OGI) CEO Beena Goldenberg talks the changing (and challenging) Canadian cannabis market. Balance sheet strength and British American Tobacco's significant investment. Looking towards the US and beyond. The importance of regulators helping educate consumers.Our links:The Cannabis Investing Podcast: https://seekingalpha.com/cannabisinvestingpodcastOn The Cannabis Investing Podcast, host Rena Sherbill provides actionable investment insight and the context with which to understand the burgeoning cannabis industry.Seeking Alpha Premium: https://seekingalpha.com/premium/getting-startedA 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: https://seekingalpha.com/alpha-picks/subscribeAlpha 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.Twitter: https://twitter.com/canpod1IG: https://www.instagram.com/cannabisinvestingpodcast/Show links:Organigram Stock Page: https://seekingalpha.com/symbol/OGIOrganigram website: https://www.organigram.ca/Organigram Twitter: https://twitter.com/Organigram_IncOrganigram IG: https://www.instagram.com/organigrams/
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Feb 15, 2023 • 1h

Looking For The Cheapest Cannabis Stocks

Cannabis stocks are really cheap, but Alan Brochstein is worried about 3 things. We discuss sector debt and optimal cannabis investing metrics; Canadian and US operators; concerns around MSOS, limitations of ETFs. Thoughts on the Cresco/Columbia Care deal. Why Alan's 19% in cash.Our links:The Cannabis Investing Podcast: https://seekingalpha.com/cannabisinvestingpodcastOn The Cannabis Investing Podcast, host Rena Sherbill provides actionable investment insight and the context with which to understand the burgeoning cannabis industry.Seeking Alpha Premium: https://seekingalpha.com/premium/getting-startedA 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: https://seekingalpha.com/alpha-picks/subscribeAlpha 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.Twitter: https://twitter.com/canpod1IG: https://www.instagram.com/cannabisinvestingpodcast/Show links:Alan Brochstein: https://seekingalpha.com/author/ALAN-BROCHSTEIN-CFAVillage Farms article: https://seekingalpha.com/article/4573501-village-farms-is-deep-valueCanopy Growth article: https://seekingalpha.com/article/4571716-canopy-growth-is-not-a-good-stock-for-cannabis-investorsMSOS article: https://seekingalpha.com/article/4577734-msos-etf-meltdown-hurting-cannabis-stocksColumbia Care article: https://seekingalpha.com/article/4575545-cannabis-company-columbia-care-is-a-bargain
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Feb 12, 2023 • 42min

Psychedelic Sunday: Mushrooms Are The Key - Red Light Holland CEO Todd Shapiro

Red Light Holland CEO Todd Shapiro talks recreational approach to psilocybin and its focus on near-term revenue - a rarity in the psychedelic space. Growing different kinds of mushrooms. Loyal retail investors essential to growth. Recent auditor change. Partnering with Wiz Khalifa, Russell Peters as CCO; path to legalization and profitability. Look at psychedelic companies' run rates.Our links:The Cannabis Investing Podcast: https://seekingalpha.com/cannabisinvestingpodcastOn The Cannabis Investing Podcast, host Rena Sherbill provides actionable investment insight and the context with which to understand the burgeoning cannabis industry.Seeking Alpha Premium: https://seekingalpha.com/premium/getting-startedA 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: https://seekingalpha.com/alpha-picks/subscribeAlpha 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.Twitter: https://twitter.com/canpod1IG: https://www.instagram.com/cannabisinvestingpodcast/Show links:Red Light Holland: https://redlight.co/Red Light Holland on Twitter: https://twitter.com/RedLightHollandRed Light Holland on IG: https://www.instagram.com/redlightholland/
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Feb 8, 2023 • 55min

Wana Brands CEO Nancy Whiteman On Growth With Conviction

Wana Brands CEO Nancy Whiteman on being one of the top edible brands in North America and how they grew without outside capital - never take money you don't need. Getting acquired by Canopy Growth, differences between the Canadian and US cannabis markets. Delta 8 and concerns around synthetically derived hemp.Our links:The Cannabis Investing Podcast: https://seekingalpha.com/cannabisinvestingpodcastOn The Cannabis Investing Podcast, host Rena Sherbill provides actionable investment insight and the context with which to understand the burgeoning cannabis industry.Seeking Alpha Premium: https://seekingalpha.com/premium/getting-startedA 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: https://seekingalpha.com/alpha-picks/subscribeAlpha 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.Twitter: https://twitter.com/canpod1IG: https://www.instagram.com/cannabisinvestingpodcast/Show links:Wana Brands: https://www.wanabrands.com/Wana on Twitter: https://twitter.com/WanaBrandsWana on IG: https://www.instagram.com/wanabrands/?hl=en
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Feb 1, 2023 • 58min

What Cannabis Stocks Should Be In Your Portfolio?

Nick Gastevich, aka CannaVestments, one of our favorite commenters on Seeking Alpha, returns for a super actionable take on cannabis stocks. Focus on companies that control their own destinies as much as possible. Which balance sheets are in trouble and who's generating real cash flow. Diving deep into the top multi-state operators + AYR (AYRWF), MariMed (MRMD), C21 Investments (CXXIF), California operators like Lowell (LOWLF), Statehouse (STHZF) and Glass House (GLASF) and more.Our links:The Cannabis Investing Podcast: https://seekingalpha.com/cannabisinvestingpodcastOn The Cannabis Investing Podcast, host Rena Sherbill provides actionable investment insight and the context with which to understand the burgeoning cannabis industry.Seeking Alpha Premium: https://seekingalpha.com/premium/getting-startedA 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: https://seekingalpha.com/alpha-picks/subscribeAlpha 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.Twitter: https://twitter.com/canpod1IG: https://www.instagram.com/cannabisinvestingpodcast/Show links:CannaVestments on Seeking Alpha: https://seekingalpha.com/user/49607348/commentsCannaVestments on Twitter: https://twitter.com/CannaVestmentsPrevious appearances on this podcast:https://seekingalpha.com/article/4497256-searching-for-cannabis-catalysts https://seekingalpha.com/article/4356531-cannabis-investors-should-be-looking-for-good-stewards-of-capital-podcast-transcript
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Jan 29, 2023 • 55min

Psychedelic Sunday: Ketamine Assisted Therapy

When will capital markets catch up to the psychedelic industry? Ronan Levy, CEO and Co-Founder of Field Trip, discusses strategy behind focusing on ketamine assisted therapy and why splitting up Reunion Neuroscience (REUN) (drug development) and Field Trip (FTHWF) (clinical infrastructure) made the most sense ('The FDA likes things in neat tidy boxes'). Adult-use psychedelic market has already begun - differentiation will be an issue. In this time of decimated valuations, what should investors focus on?Our links:The Cannabis Investing Podcast: https://seekingalpha.com/cannabisinvestingpodcastOn The Cannabis Investing Podcast, host Rena Sherbill provides actionable investment insight and the context with which to understand the burgeoning cannabis industry.Seeking Alpha Premium: https://seekingalpha.com/premium/getting-startedA 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: https://seekingalpha.com/alpha-picks/subscribeAlpha 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.Twitter: https://twitter.com/canpod1IG: https://www.instagram.com/cannabisinvestingpodcast/Show links:Field Trip Health: https://www.fieldtriphealth.com/Field Trip Twitter: https://twitter.com/fieldtriphealthField Trip IG: https://www.instagram.com/fieldtriphealth/?hl=enRonan Levy Twitter: https://twitter.com/RonanDLevyRonan Levy IG: https://www.instagram.com/ronandlevy/Ronan's 1st appearance: https://www.spreaker.com/user/16831773/shifting-focus-from-cannabis-to-other-ca
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Jan 25, 2023 • 52min

Depressed Valuations, Consolidation Coming

How should cannabis investors ride the wave of depressed valuations? Tiby Erdely, who came to cannabis from Goldman Sachs and co-founded KEY Investment Partners, talks about why consolidation is coming. We also discuss why investors should get deep into companies' income statements and balance sheets and focus primarily on the last 6-12 months of performance. Why the top 5 multi-state operators (Trulieve (TCNNF), Green Thumb Industries (GTBIF), Curaleaf (CURLF), Cresco (CRLBF), and Verano (VRNOF)) are separating from the pack. Canopy Growth (CGC) and Tilray (TLRY): Canadian operators' U.S. intentions - keep a close eye on Nasdaq setting a precedent.Our links:The Cannabis Investing Podcast: https://seekingalpha.com/cannabisinvestingpodcastOn The Cannabis Investing Podcast, host Rena Sherbill provides actionable investment insight and the context with which to understand the burgeoning cannabis industry.Seeking Alpha Premium: https://seekingalpha.com/premium/getting-startedA 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: https://seekingalpha.com/alpha-picks/subscribeAlpha 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.Twitter: https://twitter.com/canpod1IG: https://www.instagram.com/cannabisinvestingpodcast/Show links:KEY Investment Partners: https://keyinvestmentpartners.com/
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Jan 18, 2023 • 50min

Cannabis Is A Commodity

As the industry develops, lots of talk recently around cannabis consumption lounges and cannabis tourism in Colorado, Nevada and beyond. What it's like to grow the cannabis economy with Chris Chiari, CEO/Founder of The 420 Hotels. Cannabis is a commodity - what that means for pricing and business models.Our links:The Cannabis Investing Podcast: https://seekingalpha.com/cannabisinvestingpodcastOn The Cannabis Investing Podcast, host Rena Sherbill provides actionable investment insight and the context with which to understand the burgeoning cannabis industry.Seeking Alpha Premium: https://seekingalpha.com/premium/getting-startedA 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: https://seekingalpha.com/alpha-picks/subscribeAlpha 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.Twitter: https://twitter.com/canpod1IG: https://www.instagram.com/cannabisinvestingpodcast/Show links:The 420 Hotels: https://the420hotels.com/home

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