Alan Brochstein on rescheduling overexcitement, MSOs, Canada and the burden of 280E

25/01/2024 50 min
Alan Brochstein on rescheduling overexcitement, MSOs, Canada and the burden of 280E

Listen "Alan Brochstein on rescheduling overexcitement, MSOs, Canada and the burden of 280E"

Episode Synopsis

Alan Brochstein thinks investors are overly excited about the recent rescheduling announcement, which he says is really no news at all (2:20) Balance sheets, debt, income tax payable and the burden of 280E (4:00) California and New York continuing challenges (23:20) What's right and wrong with Canada (32:30) Broad and specific thoughts on MSOs (38:10).Subscribe to Alan's 420 InvestorEpisode transcriptsShow Notes:Beaten-Up Planet 13 Is A Solid Cannabis InvestmentTrulieve Is Cheap But Perhaps RiskyCuraleaf Is A Bad Cannabis InvestmentWhy Organigram Is My Favorite Cannabis StockCannabis Investing With Alan Brochstein & Julian Lin - REITs And Canadian LPs Over MSOsFor full access to analyst ratings, stock quant scores and dividend grades: seekingalpha.com/subscriptionsCannabis Investing Podcast on Twitter