Cannabis Investing Network CIN Podcast

While cannabis stocks have had a brutal few weeks, one cannabis focused REIT is quietly up +50% over the last year.

We are joined by Anthony Coniglio, CEO of NewLake Capital Partners (NLCP) which despite only trading on the OTC has had strong outperformance since breaking their "negative feedback loop"

Anthony joins us to discuss the current cannabis market, key catalysts and share ideas on how and when cannabis stocks may be able to escape their current trajectory and start on a "positive feedback loop".

Follow Anthony:

Twitter: https://x.com/AnthonyConigli0

NLCP Website: https://www.newlake.com/

In this episode we are joined by Scott Grossman of Turning Point Brands (TPB on the NYSE). Scott has extensive experience in private and public markets and is Head of Corporate Development for TPB. Turning Point has a unique position in our industry as they control the ZigZag brand and have made numerous investments across the cannabis supply chain.


Scott joins us to discuss:

- What's going on with cannabis stocks?

- How should rescheduling be priced?

- Where are the best opportunities in cannabis?

- M&A: Cansortium > RIV + GTI > Sam Adams

- Who will be the marginal buyer?

- Brands, Product Innovation and Consumer Preference

- Hemp vs Cannabis Civil War

- The Long Game: thinking about how "the end state" of cannabis will look



Thanks as always to Scott for a great conversation



Follow Scott on Twitter @ ⁠https://twitter.com/srg444 

In this episode we are joined by the Guru of the Gold Coast Hirsh Jain.

Hirsh last joined us in February where he correctly predicted the timing of the Rescheduling Announcement.

In this episode:

- How did Hirsh correctly guess timing of the announcement?

- How will rescheduling play out to maximize political benefit?

- Will we get a Cole Memo 2.0? How will that impact uplisting?

- Will Florida pass adult use?

- How will Ohio impact the industry financially and politically?

- Will Pennsylvania flip to Adult Use this year?

- The Farm Bill: Delta 8, THCA and more


Don't miss out on Hirsh's unique insight into the intersection of cannabis and politics.

Connect with Hirsh:

LinkedIn - ⁠https://www.linkedin.com/in/hirsh-jain/⁠

Twitter - ⁠https://twitter.com/anandastrategy⁠

Hirsh's Website - ⁠https://anandastrategy.com/

In this episode we are joined by Dan from The Chart Guys to compare cannabis investing strategies. With several potential key upcoming catalysts we compare short term trading vs longer term investing and our game plans for the coming months.



Big thanks to Dan for joining us for another great discussion.


Follow Dan / The Chart Guys

On Twitter: ⁠⁠https://twitter.com/ChartGuys⁠⁠

The Chart Guys on Youtube: ⁠⁠https://www.youtube.com/channel/UCnqZ2hx679DqRi6khRUNw2g⁠⁠

Free Intro to TA course: ⁠⁠https://www.chartguys.com/trading-courses/7/technical-analysis⁠⁠

In this episode (recorded pre-DEA announcement) we discuss the risk/reward of the industry along with our game plans for going forward.



Let us know what topics you want to hear the most about in the coming weeks!

Focus on the fundamentals!

In this episode we are joined by our friend Nick Gastevich (aka CannaVestments) who is a long time private and public cannabis investor.



In this Financial Review we cover:

- How each operator stands to benefit from Florida Rec

- Cash flow, future growth & 280E benefits

- Thoughts on MSOs valuations; financial metrics; balancing positives and negatives



Thanks to Nick for joining us and sharing his detailed analysis as always!



Connect with Nick:

Twitter - ⁠https://twitter.com/CannaVestments⁠

LinkedIn - ⁠https://www.linkedin.com/in/nicholas-gastevich-75841346/⁠

Family Office Website - ⁠https://www.vginvests.com/