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 (26:05). Farm Bill flower, the hemp conversation, valid excitement over Ohio and Minnesota and Glass House (31:20). Top 3 ways to allocate capital for retail cannabis investors (52:00).
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Show Notes:
Trump appears open to decriminalizing marijuana
Ayr CEO David Goubert On Florida, Ohio And 'Very Balanced' Q2
Texas Cannabis, Delta-8 And Delta-9
Glass House's Graham Farrar On Industry Challenges And Opportunities
For full access to analyst ratings, stock quant scores and dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions
Read episode transcripts
Show Notes:
Trump appears open to decriminalizing marijuana
Ayr CEO David Goubert On Florida, Ohio And 'Very Balanced' Q2
Texas Cannabis, Delta-8 And Delta-9
Glass House's Graham Farrar On Industry Challenges And Opportunities
For full access to analyst ratings, stock quant scores and dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions