The Cannabis Investing Podcast

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

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

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/

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

Stephen Tobin on investing in psychedelic stocks while they're still pre-revenue. Why he's a big believer in Compass Pathways (CMPS) and Atai Life Sciences (ATAI) and not as much in Cybin (CYBN) or MindMed (MNMD). Will first-movers get the advantage? What will move share prices? The importance of patents and cash in the industry.

Legal cannabis has officially hit New York. Two long-time advocates, Allan Gandelman and Kaelan Castetter, came on when New York first went legal and return to provide context for this moment. We discuss when supply might meet demand, why the two-tier system works and will likely be a federal model, the illicit market, and the obscene value of NY licenses.

What makes a psychedelic company compelling? Analyst Alex Carchidi has a background in biotech and focuses on long-term growth and risk management. He shares what investors should focus on in the psychedelic space and the pros and cons of owning his top 5 psychedelic stocks.

Negative conditions are crashing down all around investors. Make sure companies in your portfolio will survive. Ted Waller shares why some stocks are falling off a cliff. Not all ETFs are created equal - stay away from the leveraged ETFs ('dynamite ready to be lit'). Pinning hopes on current cannabis leaders. Cash flow is extremely important.

Highlights from a series of MasterClasses in cannabis investing, focusing on investing truths, descheduling, cash flow over EBITDA, financial struggles in the industry, complexities of cannabis investing, importance of profitability per share, significance of e-beta accretive, interest rates impact, investment advice for the cannabis sector, and understanding goodwill and intangible assets.

Welcome to the 2nd episode of Psychedelic Sunday, where we delve into psychedelics and investing. Today we give an overview of the 4 main stocks in psychedelics, focusing on recent earnings calls and analyst Q&A for Compass Pathways (CMPS), Atai Life Sciences (ATAI), MindMed (MNMD) and Cybin (CYBN). We'll be diving even deeper into these stocks over the next couple of weeks with the help of Stephen Tobin and Alexander Carchidi.