logo
episode-header-image
Apr 2025
48m 21s

Have cannabis investors been early or wr...

SEEKING ALPHA
About this episode
Cannabis expert Jesse Redmond shares why he's now at LEEF Brands (1:30). Excited about New York's evolution (8:15). How and why it got so bad in the industry (16:00). Are we early or are we wrong? (22:05) Who may survive and get to the finish line (28:35). Intoxicating hemp market (32:40).

Episode transcripts

Show Notes:
Cannabis REITs: Less Risky Choices In A Risky Sector
Green Thumb Stands Alone. Billions In Debt Coming For MSOs
Leef Brands

For full access to analyst ratings, stock quant scores and dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions
Up next
Feb 2025
Cannabis REITs: less risky choices in a risky sector
Julian Lin updates his views on cannabis REITs IIPR and NewLake Capital (1:15). RIP Cannabis Growth Investor - changed thesis on cannabis MSOs (6:45). Why Green Thumb has done well relative to the sector (13:35). Episode transcripts Show Notes: NewLake Capital: 9.3% Dividend Yiel ... Show More
19 m
Feb 2025
High Tide CEO Raj Grover on Germany, Canada and the U.S.
High Tide is the largest cannabis retailer in Canada (1:20). President and CEO Raj Grover joins us to discuss its recent move into Germany (3:15). Purecan acquisition - a beautiful business to buy (8:00). Tilray is complementary, not competition (14:00). No hurry to get into the ... Show More
28m 25s
Dec 2024
Green Thumb stands alone. Billions in debt coming for MSOs.
Why 2025 will be interesting and perhaps painful for the cannabis industry, according to Seth Yakatan (2:00). Enormous looming debt for many companies (5:15). GTI the only company consistently delivering year-in and year-out (8:30). TerrAscend, Ascend and the 2nd tier of MSOs (12 ... Show More
45m 56s
Recommended Episodes
Nov 2021
Aaron Edelheit is high on Cannabis stocks
Aaron Edelheit returns to the podcast to discuss all of the opportunities he's seeing in the cannabis world and why he's chosen now to launch a Cannabis focused fund. Aaron's Cannabis manifesto: https://mindsetvalue.substack.com/p/the-cannabis-manifesto Seth Rogen ... Show More
1h 5m
Jun 2023
Is Now the Time to Buy Dividend-Paying Stocks? (ft. BBAE’s James Early)
Investors love dividends. There's something special about receiving cold hard cash into your brokerage account every quarter, which you can use to pay for expenses or reinvest and buy more stock. Over time, reinvesting dividends can compound your returns. But how do dividend- ... Show More
23m 49s
Dec 2024
REITs, interest rates and why retail isn't dead
Christine Mastandrea, COO of Whitestone REIT, on managing interest rate strategies and why retail isn't dead. Show Notes Fed's Hawkish Cut Hits Stocks Hard REITs: Very Bond-Like Episode transcripts: seekingalpha.com/wsb Sign up for our daily newsletter here and for full access to ... Show More
5m 20s
Feb 2025
Warren Buffett’s State of the Market
Berkshire’s cash hoard is approaching “Dr. Evil” levels. (00:21) Tim Beyers and Dylan Lewis discuss: - Warren Buffett’s message to investors and Berkshire Hathaway shareholders in his annual letter. - Berkshire’s growing cash position and what it might say about his view of the i ... Show More
32m 53s
Nov 2024
It pays to be a bull
Gary Vaughan from Daily Stock Picks highlights ETFs and why setting your risk tolerance as investor is important (0:10). How the macro picture affects his portfolio performance (1:10). Tech earnings: Apple's valuation is concerning, Google monetizing AI, but is Microsoft? High fl ... Show More
8m 15s
Sep 4
The Best Investment in 2025 (So Far...) Isn’t What You Think
We’re racing to the end of 2025 and a year where AI and tariffs have dominated the headlines, gold has been the best investment so far. The team looks at why gold is rising, Figma’s sharp post-earnings decline, and crack open three IPO prospectuses to put on investors radar Tyler ... Show More
20m 55s
May 2024
Episode 139: Selling 2 Stocks And Buying 6 Instead! May 2024 Chip Stock Investor Update
Chip Stock Investor prepares for a portfolio shakeup! May's stock changes might surprise you. Get exclusive analysis, stock reveals, and insights inspired by Warren Buffett's long-term approach of focusing on highly profitable proven winners. Videos to watch: https://yout ... Show More
19m 50s
Oct 2024
ASML oops slams chip stocks
ASML accidentally releases numbers a day early and bookings prompts selling (0:16) Goldman, BofA and Citi top forecasts. (1:38) Walgreens to close 1,200 stores. (3:10) Show Notes Bullish software stocks you shouldn’t sleep on Medical Properties Trust investigation findings refute ... Show More
6m 33s
Feb 2025
MM #247: All-Star Stocks, $100K Investment Strategy, Starting from Zero & Warren Buffett’s Shocking Move!
In this episode of Market Mondays, we break down the top stock picks, market trends, and investment strategies. We build an all-star stock team, analyze whether GFL is a buy, and compare top alcohol stocks like Anheuser Busch, Constellation Brands, and Diageo. We also discuss Int ... Show More
2h 3m
Nov 2024
The Antidote to Euphoria? Normal.
When companies or crypto go parabolic, force yourself to think: what does normal look like?  (00:13) Tim Beyers and Dylan Lewis discuss:- Bitcoin blowing past $800 and setting fresh all-time highs, and how investors should manage the expectations being built into crypto and compa ... Show More
34m 5s
Listen to millions of songs and podcasts on Anghami