Feb 15 2024 57 mins 9
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 creation in the industry (34:00).
Episode transcripts
Show Notes:
Bengal Capital FY2023 Letter
Where Is The Value In Cannabis Stocks?
For full access to analyst ratings, stock quant scores and dividend grades: seekingalpha.com/subscriptions
Episode transcripts
Show Notes:
Bengal Capital FY2023 Letter
Where Is The Value In Cannabis Stocks?
For full access to analyst ratings, stock quant scores and dividend grades: seekingalpha.com/subscriptions
