Where Is The Value In Cannabis Stocks?
Mar 29, 2023 ·
56m 25s
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Description
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.
Seeking Alpha Premium
A comprehensive set of features and analysis that helps take the guesswork out of your investing decisions. Get the bottom-line on any stock or ETF with our Premium tools.
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Show links:
Bengal Capital
Jerry Derevyanny
Bengal Capital 2022 Year End Letter
Jerry Derevyanny Twitter
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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.
Seeking Alpha Premium
A comprehensive set of features and analysis that helps take the guesswork out of your investing decisions. Get the bottom-line on any stock or ETF with our Premium tools.
Show links:
Bengal Capital
Jerry Derevyanny
Bengal Capital 2022 Year End Letter
Jerry Derevyanny Twitter
Information
| Author | Seeking Alpha |
| Organization | Seeking Alpha |
| Website | seekingalpha.com |
| Tags |
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