Green Thumb stands alone. Billions in debt coming for MSOs.
DEC 19, 202445 MIN
Green Thumb stands alone. Billions in debt coming for MSOs.
DEC 19, 202445 MIN
Description
Why 2025 will be interesting and perhaps painful for the cannabis industry, according to <a href="https://www.linkedin.com/in/seth-yakatan/?source=cip_podcast:green_thumb_stands_alone" target="_blank" rel="noreferrer noopener">Seth Yakatan</a> (2:00). Enormous looming debt for many companies (5:15). GTI the only company consistently delivering year-in and year-out (8:30). TerrAscend, Ascend and the 2nd tier of MSOs (12:00). Glass House seemingly winning its bet on scalability (19:15). Which private companies have some of the best assets in the industry (28:10). MSOS, MSOX and cannabis ETFs (35:25).<br /><br /><a href="https://seekingalpha.com/author/the-cannabis-investing-podcast?source=why_cannabis_still_excellent_longterm_investment_opportunity?source=cip_podcast:green_thumb_stands_alone" target="_blank" rel="noreferrer noopener">Read episode transcripts</a><br /><br />Show Notes:<br /><a href="https://seekingalpha.com/article/4604766-tremendous-opportunity-in-cannabis?source=cip_podcast:green_thumb_stands_alone" target="_blank" rel="noreferrer noopener">Tremendous Opportunity In Cannabis</a><br /><a href="https://seekingalpha.com/symbol/GTBIF/virtual_analyst_report?source=cip_podcast:green_thumb_stands_alone" target="_blank" rel="noreferrer noopener">Green Thumb Industries Virtual Analyst Report</a><br /><br />For full access to analyst ratings, stock quant scores and dividend grades, subscribe to Seeking Alpha Premium at <a href="http://seekingalpha.com/subscriptions?source=why_cannabis_still_excellent_longterm_investment_opportunity?source=cip_podcast:green_thumb_stands_alone" target="_blank" rel="noreferrer noopener">seekingalpha.com/subscriptions</a>