Najlepsze podcasty z kategorii: Joseph Sancio (2024)

Star Bulk Carriers is the largest US-listed dry bulk owner with a roughly $2.6B market capitalization. Management discusses dry bulk market dynamics, including weaker Chinese data, ongoing Red Sea disruptions, and divergences between Capesize and Panamax rates.Autor: Seeking Alpha

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Why cannabis is still an excellent long-term investment opportunity 58:46

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1M ago58:46

58:46

Jesse Redmond highlights the fine line between being early and wrong and why having a long-term timeline is wise for cannabis investors (2:10). Why Florida is a massive opportunity (9:35). Green Thumb, Verano and pushing for more company transparency (17:50). Pennsylvania a state-led catalyst; solving for the current risks to getting into cannabis …

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Value Investor's Edge Live #57: Frontline: Tanker Market Strategy 47:46

1M ago47:46

47:46

Frontline is the largest US-listed crude tanker owner with a roughly $5B market capitalization. CEO Lars Barstad talks about current strategy and market insights.Autor: Seeking Alpha

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Value Investor's Edge Live #56: International Seaways - Seasonal Upside Ahead 52:17

2M ago52:17

52:17

International Seaways' (INSW) management discusses market dynamics, catalysts, and capital allocation, highlighting a shareholder return policy and an active repurchase program.Autor: Seeking Alpha

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Ayr CEO David Goubert on Florida, Ohio and 'very balanced' Q2 45:02

2M ago45:02

45:02

Ayr Wellness CEO David Goubert talks 'very balanced' Q2 earnings. (1:15) Focus on state footprints: Florida legalization, Ohio's nice rollout. (6:00) Debt and dilution: progress and strategies. (8:15) Any plans to grow hemp? (21:15) Industry valuations as the market evolves and legalization develops. (23:00) How to establish a national brand and th…

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Psychedelic stocks: focus on their cash 36:55

3M ago36:55

36:55

Jason Najum has covered the psychedelic space for a long time and contextualizes recent news around the FDA, MDMA, PTSD and Lykos Therapeutics (1:35). Blessing in disguise for Cybin, COMPASS Pathways and MindMed (14:30)? Trial data and cash in the bank are top signifiers of success (22:35). How Atai fell behind and dropped out of the conversation (…

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Cannabis investing in the age of legalization with Julian Lin, Tim Seymour and Pablo Zuanic 34:32

4M ago34:32

34:32

On June 18 at our Seeking Alpha Investing Summit, Pablo Zuanic, Tim Seymour, and Julian Lin discussed how to best invest in the sector (0:20). Best metrics to use when evaluating cannabis stocks (4:40). At this point in time, what is the best way to get into the sector? (19:00) Rescheduling, the Trump factor, investing in an election year (26:40). …

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Latest Podcast: Value Investor's Edge 32:18

4M ago32:18

32:18

Latest podcast from J Mintzmyer from Value Investor's Edge.Autor: Seeking Alpha

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Cannabis investing masterclass with Julian Lin + Jerry Derevyanny 1:17:53

5M ago1:17:53

1:17:53

Jerry Derevyanny and Julian Lin break down the current state of the cannabis sector (1:00). How companies are massaging their earnings results (3:30). Proper metrics to use as the market develops (7:45). Green Thumb's growth mode and solid margins (16:05). Institutional capital and what will really make the industry soar (21:15). Thoughts on Verano…

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Looking for the Bud Light of cannabis 26:57

6M ago26:57

26:57

Alex Carchidi talks why he's bullish on the cannabis sector, but not ready to buy stocks (1:15) except for IIPR (2:15). 2 cannabis stocks worth looking at (7:25). Tilray the only international option (13:30). Who looks good in Canada (16:40). Why Alex avoids MSOS ETF (22:30). Legalization, rescheduling and incremental change (23:20). Show Notes: Bi…

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What has Verano so optimistic about the cannabis industry? 27:27

6M ago27:27

27:27

Verano (VRNOF) CEO George Archos and CIO Aaron Miles on recent earnings and why they're the most optimistic they've been (0:45). Company transparency like state by state data (7:50) and what metrics they're each focused on (12:05). Why they're so excited about Florida, Ohio and Pennsylvania (14:35). The federal regulation roller coaster (21:05). Sh…

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Mario Naric on Canada's shakeout phase 45:35

6M ago45:35

45:35

Mario Naric, CEO and Founder of Motif Labs, discusses being in the shakeout phase of cannabis in Canada (1:00). Staying private while public companies suffer (5:25). How to grow market share in Canada (12:53). Near-term reality for big Canadian LPs like Tilray and Canopy Growth (18:00). Different products for different markets within US and Canada …

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Cannabist CEO David Hart on breathtaking volatility and technical overhangs 39:00

8M ago39:00

39:00

David Hart recently became CEO of The Cannabist Company and is focused on building a strong asset base in the US cannabis market (1:35). Metrics and internal expectations, wholesale business; finding ways to improve margin profile and cash generation (11:25). Is more transparency coming?(14:45) Thoughtful ways of approaching debt (17:10). Industry …

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How retail investors should evaluate cannabis stocks 57:43

9M ago57:43

57:43

Bengal Capital's Jerry Derevyanny shares his evolving thoughts on 280E and the process of rescheduling cannabis (2:20). Some uncomfortable truths about how investors should be evaluating cannabis stocks (8:30). When will companies become more transparent? (21:40) Who is handling debt well and who isn't (27:15). Examples of sustainable value creatio…

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An unvarnished look at New York + California cannabis markets 58:10

9M ago58:10

58:10

Katie Neer and Hirsh Jain break down the dispiriting New York and California cannabis markets (3:00). What the 2 states have gotten wrong, and why it's not being corrected (9:55). Dysfunction and pushing regulators and the law to work better (34:45). Are there investment opportunities in either market? (47:40) Episode transcripts Show Notes: Unpack…

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Alan Brochstein on rescheduling overexcitement, MSOs, Canada and the burden of 280E 50:52

9M ago50:52

50:52

Alan Brochstein thinks investors are overly excited about the recent rescheduling announcement, which he says is really no news at all (2:20) Balance sheets, debt, income tax payable and the burden of 280E (4:00) California and New York continuing challenges (23:20) What's right and wrong with Canada (32:30) Broad and specific thoughts on MSOs (38:…

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De-risking psychedelics: Compass Pathways, Cybin and Atai 48:12

10M ago48:12

48:12

Alex Carchidi updates us on the psychedelic sector and what critical catalysts are approaching (1:30). Why Compass Pathways, Cybin, and Atai make the most sense for investors at this point (15:00). Pros and cons of 4 main industry stocks, including MindMed (29:50). Episode transcripts Show Notes: Psychedelic Stocks = Super-Risky Biotechs Low On Cas…

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Investing In cannabis? Stay patient, be ready 21:10

10M ago21:10

21:10

A rundown of reasons to be hopeful and some compelling advice from some of our favorite 2023 conversations. Why Chris DeMuth likes the opportunity in cannabis (1:20) Julian Lin on M&A, debt and disappointment (10:05) Alan Brochstein: waiting for catalysts while working through tough times (12:20) Jesse Redmond discusses the best way to invest in th…

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Cannabis investors - what you should know 51:08

11M ago51:08

51:08

Nick Gastevich, aka CannaVestments, talks Q3 cannabis efforts; avoiding dilution, equity raises or adding further debt (2:30). Navigating the industry as a retail investor; companies that protect shareholders (14:00). The future of 280E, catalysts definitely needed (24:00). 7 stocks - what's working, what's not (30:00). Show Notes: What Cannabis St…

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TerrAscend's Jason Wild: Not all EBITDA numbers are created equally 43:32

11M ago43:32

43:32

TerrAscend's Executive Chairman Jason Wild returns. Focused on not spreading itself too thin ("we'd rather be more focused, spend more money, get more scale, like we did in Jersey") and why not all EBITDA numbers are created equally (8:50). Should cannabis companies pay their taxes? (11:40) Pushing for real legislative change with famed lawyer Davi…

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Cannabis ETF deep dive 36:06

12M ago36:06

36:06

Do ETFs make sense for everyone? ETF expert Rob Isbitts discusses his thesis on cannabis ETFs and the importance of understanding their structure and holdings (8:00). The need for a diversified but not overly diversified portfolio and the importance of technical analysis in evaluating ETFs (24:50). Show Links: MSOS: An Industry-Wide Catalyst Approa…

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Chris DeMuth talks cannabis, SAFE banking + SHF Holdings 36:51

1y ago36:51

36:51

Chris DeMuth talks about investing in the cannabis industry (1:30) legalization, SAFE banking and whether the investment community cares (9:00) and why he's so bullish on SHF Holdings (14:45). Subscribe to Chris' Sifting The World Transcript on Seeking Alpha Show Notes Sifting The World Day One SPAC Week II: Cannabis SPACs A Close Look At 13 Cannab…

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Is it really time to be bullish on cannabis stocks? 55:17

1y ago55:17

55:17

Jesse Redmond returns to discuss why it's ok to be bullish on the cannabis industry (4:30) political catalysts, 280E and excise taxes (12:15) picking companies based on your investing horizon (15:00) Green Thumb's dominance and lack of transparency (20:55) AYR's debt strategy (23:10) Trulieve's tough period (21:00) California players (38:00) and Te…

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Cannabis stocks have been rallying but when will capital flow into the industry? 39:07

1y ago39:07

39:07

Emily Paxhia discusses recent positive news for the industry and its accompanying rally (2:00), the long-term play in cannabis, especially for retail investors (6:10), Green Thumb's share repurchase and can any other operator keep up? (13:40) TerrAscend's smart TSX move (16:10) New York, California, Glass House scale, private companies and the Gold…

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Cannabis investing with Alan Brochstein & Julian Lin - REITs + Canadian LPs over MSOs 46:24

1y ago46:24

46:24

Alan Brochstein and Julian Lin discuss investing in cannabis stocks and mistakes made along the way (3:00). Why companies should be more aggressive in paying down debt (9:00) Investing timelines and federal legalization (19:00) Cannabis REITs and Canadian LPs over MSOs (23:45). Subscribe to Julian's Cannabis Growth Investor Subscribe to Alan's 420 …

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Virtual reality + psychedelic therapy 26:38

1y ago26:38

26:38

Enosis Therapeutics combines virtual reality with psychedelic psychotherapy protocols. Founders Dr. Prashanth Puspanathan and Agnieszka Sekula discuss why VR makes sense for psychedelic therapy and where capital should really be allocated to in the space. Episode transcripts can be found on Seeking Alpha For full access to analyst ratings, stock qu…

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Texas cannabis, delta-8 and delta-9 with Paul Trowe 49:01

1y ago49:01

49:01

Paul Trowe talks about going from crypto to cannabis by founding Herban Bud in Austin, Texas (5:00). Breaking down cannabinoids and legal loopholes: THC, THCA, Delta 8 and Delta 9 (9:25) Texas, cannabis legalization and educating law enforcement and government (14:15). Maintaining integrity in a shady lane of the industry (27:00) Paul's thoughts on…

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Psychedelic stocks = super-risky biotechs low on cash. Make small bets. 49:22

1+ y ago49:22

49:22

Analyst Alex Carchidi returns to update investors on the psychedelics industry. This is the full conversation of an interview originally published on Investing Experts. (2:50) Industry's collapse and consolidation (5:00) Compass Pathways timeline for clinical trials (15:00) Super-risky biotech companies low on cash - don't bet on just 1 company (21…

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Psychedelics gaining acceptance; what does it mean for investors? 59:39

1+ y ago59:39

59:39

Derek Du Chesne and Dr. Sam Zand founded Better U and today discuss getting into ketamine therapy (4:00), psychedelics gaining more legal and medical acceptance (23:00), industry differences between cannabis and psychedelics (27:30) and advice for investing in the space (42:30). Cannabinoid Consolidation (Derek's previous appearance) Numinus CEO Pa…

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MariMed CEO Jon Levine: Cannabis industry still missing the real investments 44:15

1+ y ago44:15

44:15

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 growth Organic Growth With MariMed Who Can …

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Cultivating profitable cannabis 49:55

1+ y ago49:55

49:55

(3:00) - Headwaters' Nick Brandis on one of the largest cannabis cultivators you've never heard of (8:00) - Why greenhouses will be the winning method in the long run (13:15) - Deciphering cannabis pricing volatility and compression (40:15) - Partnering with Glass House (GLASF), competition and the illicit market Our links: The Cannabis Investing P…

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Not necessarily time to buy cannabis stocks - Alan Brochstein 52:00

1+ y ago52:00

52:00

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 …

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4Front Ventures: Cash flow break-even probably the only KPI that matters 51:35

1+ y ago51:35

51:35

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 a…

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What will catalyze psychedelic stocks? 47:07

1+ y ago47:07

47:07

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 …

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Tremendous opportunity in cannabis 1:10:02

1+ y ago1:10:02

1:10:02

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), be…

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Ayr Wellness CEO David Goubert Focused On Debt And Cash 52:12

1+ y ago52:12

52:12

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 Podcast The Cannabis Investing P…

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Unpacking New York And California Cannabis Markets 1:04:03

1+ y ago1:04:03

1:04:03

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 lin…

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Imran Khan On Psychedelics - More We Don't Know Than We Do 43:21

1+ y ago43:21

43:21

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) C…

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Where Is The Value In Cannabis Stocks? 56:26

1+ y ago56:26

56:26

Where Jerry Derevyanny, a partner at Bengal Capital, believes we can find the most value from cannabis stocks. (3:35) Why EBITDA falls short as a useful metric for cannabis investors. (8:15) Moving away from the top multi-state operators (MSOs). (16:20) REITs, problematic business models and risks around rent payment. (22:40) AYR, Goodness Growth a…

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Cannabis Is A Psychedelic - Dr. Julie Holland 46:48

1+ y ago46:48

46:48

Dr. Julie Holland is a psychiatrist/psychopharmacologist, author, medical advisor to MAPS, and a medical monitor for several clinical studies. (3:30) - Why cannabis is a psychedelic (6:00) - Involvement with MAPS; drugs and medicine (11:00) - The biggest risk in psychedelic treatment (14:30) - Placebos and psychedelics (23:00) - Investing in the sp…

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Ascend's Attractive Assets 55:13

1+ y ago55:13

55:13

Ascend (AAWH) has been one of the MSOs that analysts have been writing about on Seeking Alpha and championing on this podcast recently. CFO and interim co-CEO Dan Neville joins us to discuss looking for new leadership and what investors should be focused on in the space. (3:10) - The search for Ascend's new CEO (11:35) - MSO 2.0 strategy (16:40) - …

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Pragmatic Cannabis Investing 56:46

1+ y ago56:46

56:46

Rob Sechrist discusses starting Pelorus Equity Group and its Fund, a privately held mortgage real estate investment trust (mREIT) (2:39) Capital crunch in the cannabis industry ('the income is there; where the difficulty is is deriving net profit from that gross revenue') (6:20) Private operators in California seeing success (10:20) Advice to retai…

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Numinus CEO Payton Nyquvest On Transforming Healthcare With Psychedelics 52:33

1+ y ago52:33

52:33

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 …

1
Cannabis Investing Podcast Roundtable 1:01:37

1+ y ago1:01:37

1:01:37

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 mar…

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Organigram CEO Beena Goldenberg - Expanding Beyond Canada 56:02

1+ y ago56:02

56:02

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/cannabisinve…

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Value Investor's Edge Live #55: Navigator Holdings - A Key Updates On A Top Pick 54:33

1+ y ago54:33

54:33

Navigator Holdings (NVGS) was recently profiled as an emerging top pick at Value Investor's Edge.We recently followed up with the management team to discuss the current market conditions and their strategy into 2023.Autor: Seeking Alpha

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Looking For The Cheapest Cannabis Stocks 1:00:12

1+ y ago1:00:12

1:00:12

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/c…

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Psychedelic Sunday: Mushrooms Are The Key - Red Light Holland CEO Todd Shapiro 42:20

1+ y ago42:20

42:20

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…

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