The Cannabis Investing Podcast · Seeking Alpha

Why cannabis is still an excellent long-term investment opportunity

·59 min·4 clips

The conversation opens with a familiar catch-up between host and guest, but it quickly settles into the language of sector analysis. Sherbel frames Redmond as someone listeners turn to when they want a careful read on cannabis and psychedelics rather than a slogan. Redmond returns the praise, then gets into the kind of thinking he says young cannabis investors need if they want to last in the category. The first major thread is Florida. He suggests that investors look at how much of a company’s portfolio sits in the state, and he recommends starting with store count because it is accessible data. He adds that store count alone is not enough, because the quality of those assets matters too. The discussion moves from there into the idea of torque, meaning how much upside a state-specific position can create within a portfolio. Redmond also points out that some stores may see a bigger adult-use lift than others once a market flips, depending on location and clientele. To push the analysis further, he says investors can divide store counts by enterprise value, then go deeper into cultivation. Greenhouse and indoor operations matter, and so does the quality of flower. He even notes that investors who want to get very granular can look at public chatter around specific operators and use that as one more signal, while still keeping the bigger picture in view. Sherbel then pivots to a broader industry problem: transparency. They talk about companies that do and do not share enough state-level detail, and whether that changes as the federal picture develops. Redmond’s answer is simple: people tend to do things when they have to. From there, the exchange stays focused on what investors can actually observe, what they cannot, and how to build a view without pretending the missing data does not matter. The overall rhythm is patient and cumulative, with one answer leading to the next rather than snapping into a tidy conclusion. The result is a conversation that treats cannabis as a market with real operating differences, not a monolith.

As heard by us

A sober cannabis investing discussion that uses store counts, Florida exposure, and disclosure limits to compare MSOs.

This episode looks at cannabis investing through a practical lens: where the torque sits, how much Florida exposure a company has, what store count really tells you, and whether the cultivation base is greenhouse or indoor.

Read the full review in PlayNext →

Why you'd press play

You want a sharper way to think about cannabis exposure, not a louder one.

Read the full recommendation in PlayNext →

Listen to the show on

Apple Podcasts Spotify

Play clips from this episode More from The Cannabis Investing Podcast