#189 - Focus on Cannabis Earnings + Catalysts (ft. Jesse Redmond of Water Tower Research)
In this episode we are joined by Jesse Redmond of Water Tower Research to discuss Rescheduling Rumours, Cannabis Catalysts & Earnings Take-Aways.
Jesse has a unique background as a former hedge fund manager AND a cannabis dispensary operator. He shares insights on specific names and outlines a game plan depending on your risk tolerance.
In this episode we discuss:
- What to make of the recent Doug Kass rumour?
- Kamala, Fat Joe & Election predictions
- Earnings: How did Tier 1 MSOs perform?
o How did smaller operators perform?
- Game Plan: what names you should consider depending on your risk level
- Catalysts: How will possible seismic changes affect the investing landscape?
o Where will big money gravitate towards
- California Cannabis – what’s interesting to look at?
Thanks again to Jesse for joining us
Connect with Jesse:
On X: https://twitter.com/jesseredmond
On LinkedIn: https://www.linkedin.com/in/jesseredmond/
Water Tower cannabis research: https://www.watertowerresearch.com/sector/12
To be added to Water Tower’s cannabis email distribution list, email [email protected]
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