Where Is The Value In Cannabis Stocks?

29 de mar. de 2023 · 56m 25s

Descripción

Where Jerry Derevyanny, a partner at https://seekingalpha.com/article/4584254-bengal-capital-fund-2022-year-end-letterbelieves 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...

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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 and more (30:00).

Our links:
The Cannabis Investing Podcast
The Cannabis Investing Podcast provides actionable investment insight and the context with which to understand the burgeoning cannabis industry.

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Bengal Capital
Jerry Derevyanny
Bengal Capital 2022 Year End Letter
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Información

Autor	Seeking Alpha
Organización	Seeking Alpha
Página web	seekingalpha.com
Etiquetas	#bengal #cannabis #capex #capital #cashflow #derevyanny #ebitda #investing #marijuana #msos