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#080 - The Cannabis Industry is in a Knife Fight - Who Survives? w/ Jerry Derevyanny, Partner @ Bengal Capital
Manage episode 472641633 series 3509840
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In todayโs discussion, we explore the evolution of Bengal Capital from a hedge fund to a more hands-on private equity firm that doesn't just invest but actively participates in steering companies towards success. We'll unravel the layers of Bengalโs unique approach to cannabis investing, focusing on smaller, often overlooked entities rather than the larger MSOs, and how this strategy sets them apart in a saturated market.
๐ฌ ๐๐ถ๐๐ฐ๐๐๐๐ถ๐ผ๐ป ๐๐ถ๐ด๐ต๐น๐ถ๐ด๐ต๐๐:
๐๐ฆ๐ฏ๐จ๐ข๐ญ ๐๐ข๐ฑ๐ช๐ต๐ข๐ญโ๐ด ๐๐ฏ๐ท๐ฆ๐ด๐ต๐ฎ๐ฆ๐ฏ๐ต ๐๐ท๐ฐ๐ญ๐ถ๐ต๐ช๐ฐ๐ฏ:
โฃ Transition from passive investments to a proactive role in portfolio companies.
โฃ Insights into Bengalโs operational involvement with companies like Grown Rogue.
๐4 ๐๐ข๐ณ๐ฏ๐ช๐ฏ๐จ๐ด ๐๐ท๐ฆ๐ณ๐ท๐ช๐ฆ๐ธ:
โฃ A deep dive into the latest financial disclosures from major MSOs.
โฃ Analysis of the impacts of financial strategies like the cessation of 280E tax payments.
๐๐ฐ๐ณ๐ฆ๐ค๐ข๐ด๐ต๐ช๐ฏ๐จ ๐ต๐ฉ๐ฆ ๐๐ข๐ฏ๐ฏ๐ข๐ฃ๐ช๐ด ๐๐ฏ๐ฅ๐ถ๐ด๐ต๐ณ๐บ:
โฃ Examination of the persistent over-optimism in market projections.
โฃ Discussion on the shift from growth-centric to profitability-focused investor expectations.
๐๐ฆ๐ฎ๐ฑ'๐ด ๐๐ฐ๐ญ๐ฆ ๐ช๐ฏ ๐ต๐ฉ๐ฆ ๐๐ข๐ฏ๐ฏ๐ข๐ฃ๐ช๐ด ๐๐ข๐ฏ๐ฅ๐ด๐ค๐ข๐ฑ๐ฆ:
โฃ Debating the disruptive potential of hemp-derived THC and its impact on traditional cannabis markets.
โฃ Perspectives on MSOs diversifying into hemp and its beverages.
๐๐ฐ๐ฐ๐ฌ๐ช๐ฏ๐จ ๐๐ฉ๐ฆ๐ข๐ฅ: ๐๐ฏ๐ท๐ฆ๐ด๐ต๐ช๐ฏ๐จ ๐ช๐ฏ ๐๐ข๐ฏ๐ฏ๐ข๐ฃ๐ช๐ดโ ๐๐ถ๐ต๐ถ๐ณ๐ฆ:
โฃ The potential for craft cannabis to replicate the craft beer revolution.
โฃ Speculations on the impact of federal legalization and interstate commerce.
๐๏ธ ๐๐๐ฒ๐๐ ๐ฆ๐ฝ๐ฒ๐ฎ๐ธ๐ฒ๐ฟ: Gerald Derevyanny, Partner at Bengal Capital
Jerry brings a wealth of knowledge from his legal background and his deep dive into cannabis investing. His insights are not just theoretical; they are built on real-world experiences and the gritty realities of navigating a tumultuous industry.
#HighSpirits #CannabisIndustry #CannabisInvesting #BengalCapital
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Chapters
1. Sponsor Message and Introduction (00:00:00)
2. Personal Updates and Industry Happenings (00:01:35)
3. Texas Reefer Madness: SB3 Ban Discussion (00:03:33)
4. Jerry Derevyanny and Bengal Capital Introduction (00:10:09)
5. Current State of the Cannabis Market (00:13:20)
6. MSO Earnings Report Breakdown (00:18:49)
7. Hemp-Derived THC and Its Market Impact (00:31:28)
8. Federal Policy Outlook and Final Thoughts (00:37:55)
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