Podcast: Chat with Rena Sherbill on Seeking Alpha’s Cannabis Investing Podcast

by | Jun 2, 2022 | Comp Table & Market Commentary, Company Analysis, Extract, Free, In the News, Macro, Podcast, Regional Data

Thanks to Rena Sherbill of Seeking Alpha’s Cannabis Investing Podcast for interviewing Mike and thanks to Colin Ferrian for joining our chat and getting the band back together for a one-off conversation.

To quote the summary and transcript (available here) of Rena’s interview, the topics include:

  • Capital is disappearing in the cannabis industry.
  • Mike Regan and Colin Ferrian return and we discuss what investors need to understand about valuations (it’s not just like tech).
  • Grading California’s main players, consumption patterns, price erosion. EBIDA over EBITDA.
  • For a real transparent take on California trends, listen to Scotts Miracle-Gro conference call every quarter.
  • Cyclical trends amidst secular growth and Colin turns the tables on Rena!