Depressed Valuations, Consolidation Coming

Jan 25, 2023 · 51m 34s
Depressed Valuations, Consolidation Coming
Description

How should cannabis investors ride the wave of depressed valuations? Tiby Erdely, who came to cannabis from Goldman Sachs and co-founded KEY Investment Partners, talks about why consolidation is coming....

show more
How should cannabis investors ride the wave of depressed valuations? Tiby Erdely, who came to cannabis from Goldman Sachs and co-founded KEY Investment Partners, talks about why consolidation is coming. We also discuss why investors should get deep into companies' income statements and balance sheets and focus primarily on the last 6-12 months of performance. Why the top 5 multi-state operators (Trulieve (TCNNF), Green Thumb Industries (GTBIF), Curaleaf (CURLF), Cresco (CRLBF), and Verano (VRNOF)) are separating from the pack. Canopy Growth (CGC) and Tilray (TLRY): Canadian operators' U.S. intentions - keep a close eye on Nasdaq setting a precedent.

Our links:
The Cannabis Investing Podcast: https://seekingalpha.com/cannabisinvestingpodcast
On The Cannabis Investing Podcast, host Rena Sherbill provides actionable investment insight and the context with which to understand the burgeoning cannabis industry.

Seeking Alpha Premium: https://seekingalpha.com/premium/getting-started
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.

Alpha Picks: https://seekingalpha.com/alpha-picks/subscribe
Alpha Picks gives you two top stock picks each month, sifted from Seeking Alpha’s analysis of thousands of stocks. We do the work. You reap the rewards.

Twitter: https://twitter.com/canpod1
IG: https://www.instagram.com/cannabisinvestingpodcast/

Show links:
KEY Investment Partners: https://keyinvestmentpartners.com/
show less
Information
Author Seeking Alpha
Organization Seeking Alpha
Website seekingalpha.com
Tags

Looks like you don't have any active episode

Browse Spreaker Catalogue to discover great new content

Current

Podcast Cover

Looks like you don't have any episodes in your queue

Browse Spreaker Catalogue to discover great new content

Next Up

Episode Cover Episode Cover

It's so quiet here...

Time to discover new episodes!

Discover
Your Library
Search