『From Policy To Execution: Cannabis Turns The Corner | TTB Weekly Recap』のカバーアート

From Policy To Execution: Cannabis Turns The Corner | TTB Weekly Recap

From Policy To Execution: Cannabis Turns The Corner | TTB Weekly Recap

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今ならプレミアムプランが3カ月 月額99円

2026年5月12日まで。4か月目以降は月額1,500円で自動更新します。

概要

 In this week’s Trade To Black Weekly Recap presented by FRE Pouch, Shadd Dales breaks down the shift from cannabis policy to real-world execution.The DEA has officially opened its registration portal for medical cannabis operators—meaning companies now have a 60-day window to apply for federal recognition. This follows last week’s move to Schedule III and marks the first real step in turning policy into action.From a financial standpoint, the biggest impact is 280E. For years, operators have been taxed at extreme rates, limiting profitability and growth. That now starts to unwind on the medical side—and for major U.S. operators, that changes everything.We also break down how companies are positioned:Trulieve Cannabis Corp. — over $1B in revenue, strong cash flow, positioned to benefit from tax reliefGreen Thumb Industries Inc. — $150M buyback signals confidence in undervaluationCuraleaf Holdings Inc. — expanding globally with full control of German operationsVerano Holdings Corp. — stable quarter and debt refinancingSNDL Inc. — weaker quarter, but $200M+ cash and no debtVireo Growth Inc. — expanding into Florida with FLUENT acquisitionGlass House Brands Inc. — strong production, margins under pressureOn the business side:We also touch on growing momentum in North Carolina and what federal rescheduling means for state-level legalization.This is where the industry starts to separate—execution now matters.#CannabisStocks #CannabisNews #TradeToBlack #FREPouch #280E #DEA #CannabisRescheduling #MSO #Investing #CannabisIndustryWant to see more Cannabis Reform?🎬 • Congress Tries To Slow Cannabis Reform | T... 🎬 • DEA Moves On HHC — What It Means | TDR Can... 🎬 • DOJ Signals Shift On Cannabis & Firearms |... 🎬 • Cannabis + Psychedelics: What Just Changed... Want to stay updated on Cannabis, Small Cap, AI, and Crypto?Subscribe to our Daily Baked newsletter:https://newsletter.thedalesreport.com...Find us on social media and podcast platforms:✅ Facebook: / thedalesreport ✅ Twitter: / thedalesreport ✅ Instagram: / dalesreport ✅ LinkedIn: / the-dales-report Apple Podcasts: https://tinyurl.com/TDRTradetoBlackon...Spotify: https://tinyurl.com/TDRTradeToBlackon...Website: https://thedalesreport.com/For copyright matters, contact:sdales@thedalesreport.comPodcast Disclaimer (Financial Interests)The views and opinions expressed in this podcast are those of the hosts and guests and do not necessarily reflect the official policy or position of any company, organization, or employer. The content is provided for informational and entertainment purposes only and should not be taken as financial, investment, or legal advice.The hosts and/or guests may hold positions in the companies, stocks, or financial instruments discussed during the show. These holdings should not be considered endorsements or recommendations to buy or sell any securities. Listeners are encouraged to do their own research or consult with a qualified financial advisor before making any investment decisions.By listening to this podcast, you agree that the hosts, guests, and producers are not liable for any decisions made based on the information discussed.Full Disclosures: https://thedalesreport.com/website-te...
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