THE DIMECANNABIS
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Topic · 12 Episodes

Investor Perspective

Analysis on Investor Perspective

Professional Trader Will Sell Early on Catalyst, And Why He's Right
If you've been through multiple pump-and-dump cycles, you're not early. You're just still here. Why cannabis stocks trade on plumbing, not fundamentals.
First Principles · March 24, 2026
The Internal Audit Most Companies Avoid
The market does not care about sunk costs. Separating the vision from the vehicles used to pursue it is the audit most leadership teams never run.
First Principles · March 18, 2026
You're Thinking About Debt Wrong
Debt isn't the problem — the terms are. If your margins beat your cost of capital, you're not borrowing to survive, you're borrowing to win.
First Principles · December 10, 2025
Ep.303
Jun 22, 2026
Germany Is the Engine: What BAT Knows That Cannabis Doesn't ft. James Yamanaka
James Yamanaka
41 min
Ep.295
Mar 19, 2026
15 Years of Cannabis Trading . Why I'll Sell Early (Unless This Happens) ft. Dan McDermitt
Dan McDermitt
39 min
Ep.263
Jul 24, 2025
The Cannabis Titanic: The Reset Ahead, Matt Karnes on What the Numbers Say
Matt Karnes
43 min
Ep.262
Jul 17, 2025
Organigram’s Competitive Edge: Paolo De Luca on BAT, M&A Strategy, and the Cannabis Long Game
Paolo De Luca
54 min
Ep.257
Jun 13, 2025
Storytelling Is the Future of Cannabis IR ft Jesse Redmond
Jesse Redmond
54 min
Ep.254
May 22, 2025
No Exits, No Capital, No Bullsh*t: Seth Yakatan on Cannabis Reality
Seth Yakatan
45 min
Ep.198
Apr 11, 2024
Anthony Coniglio: Capital Injections, REITs, Location Opportunities
Anthony Coniglio
46 min
Ep.197
Apr 4, 2024
Seth Yakatan: Are you Ready for the Next Wave of M&A in Cannabis
Seth Yakatan
58 min
Ep.195
Mar 21, 2024
Boris Jordan on Curaleaf's European Strategy: Building Coca-Cola of Cannabis
Boris Jordan
51 min
Ep.194
Mar 14, 2024
Pablo Zuanic on Cannabis Stocks: Institutional Strategies for Retail Investors
Pablo Zuanic
56 min
Ep.193
Mar 4, 2024
Rick Bashkoff: Why Cannabis Needs Unique Software Solutions
Rick Bashkoff
1h 1m
Ep.185
Jan 4, 2024
Bradley Nattrass: Applying AgTech Sensors for Automation & Efficiency, The Future Is Now
Bradley Nattrass
59 min