• Cannabis investing masterclass with Julian Lin + Jerry Derevyanny

  • May 21 2024
  • Length: 1 hr and 18 mins
  • Podcast

Cannabis investing masterclass with Julian Lin + Jerry Derevyanny

  • Summary

  • 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 and Goodness Growth (47:25). New states coming online - worthy of excitement? (57:35) NewLake Capital, cannabis REITs and dividend yields (1:08:40).

    Show Notes:
    How Retail Investors Should Evaluate Cannabis Stocks
    What Has Verano So Optimistic About The Cannabis Industry?
    MasterClass In Cannabis Investing Redux
    My Top Pick: NewLake Capital Yields 12% With Net Cash Balance Sheet And Built-In Growth

    Episode transcripts

    For full access to analyst ratings, stock quant scores and dividend grades: seekingalpha.com/subscriptions

    Register for Seeking Alpha's Investing Summit (with your podcast discount code!)
    Show more Show less

What listeners say about Cannabis investing masterclass with Julian Lin + Jerry Derevyanny

Average customer ratings

Reviews - Please select the tabs below to change the source of reviews.