207 episodes

2 Private Cannabis Investors share thoughts, analysis and opinions on the ups and downs of the rapidly changing Cannabis Investing landscape. For Investors By Investors

Cannabis Investing Network CIN Podcast

    • Business
    • 4.6 • 64 Ratings

2 Private Cannabis Investors share thoughts, analysis and opinions on the ups and downs of the rapidly changing Cannabis Investing landscape. For Investors By Investors

    #193 - Rescheduling Game Plan: Trade It? Or Hold It? (ft. Charting Man Dan of The Chart Guys)

    #193 - Rescheduling Game Plan: Trade It? Or Hold It? (ft. Charting Man Dan of The Chart Guys)

    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

    • 1 hr
    #192 - The Good, The Bad & The Ugly of Cannabis Investing

    #192 - The Good, The Bad & The Ugly of Cannabis Investing

    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!

    • 1 hr 3 min
    #191 - Q4 2023 Financial Review of the Big 5 MSOs (ft. Nick Gastevich aka CannaVestments)

    #191 - Q4 2023 Financial Review of the Big 5 MSOs (ft. Nick Gastevich aka CannaVestments)

    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/ 

    • 2 hr 18 min
    #190 - ALL IN on Florida Cannabis (ft. Real Estate Randy)

    #190 - ALL IN on Florida Cannabis (ft. Real Estate Randy)

    In this episode we go "boots on the ground" into Florida's Cannabis Market.

    Our guest Real Estate Randy is an expert in helping Florida operators expand their footprint. He has years of experience dealing with some of the largest MSOs and brings unique insight on their innerworkings as well as the local market nuances.



    In this episode:

    - Why Randy is "all-in" on Florida Rec

    - How he expects the market to change leading up to the Ballot

    - Where are the untapped opportunities in the state

    - Why opening stores will get harder

    - Which operators Randy likes

    - M&A: Who's ripe for acquisition?

    - Why cannabis investors should be VERY excited for the Florida opportunity\

    & much more



    Huge thanks to Randy for joining us for this episode!

    • 1 hr 10 min
    #189 - Focus on Cannabis Earnings + Catalysts (ft. Jesse Redmond of Water Tower Research)

    #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 jesse@watertowerresearch.com

    • 1 hr 18 min
    #188 - Deepdive on German Cannabis (ft. Will Muecke, Co-Founder of Artemis Growth Partners)

    #188 - Deepdive on German Cannabis (ft. Will Muecke, Co-Founder of Artemis Growth Partners)

    In this episode we are joined by Will Muecke who is Co-Founder and Managing Member at Artemis Growth Partners.

    Artemis Growth Partners is one of the largest and most active private investors in cannabis with ~$400M+ under management exclusively in cannabis.

    Will and his team have invested throughout the cannabis value chain including MSOs, Brands and producers in Europe.



    In this episode:

    - What just happened in Germany?

    - How will the current market change?

    - Which companies will benefit the most?

    - How will Germany change the EU's view on Cannabis

    - Potential future uplisting for Legal Cannabis in the UK

    - Rescheduling: How much upside could there be?

    Thanks to Will for joining us!



    Connect w/ Will: 

    Website: ⁠www.artemisgrowth.com⁠

    LinkedIn (corporate): ⁠https://www.linkedin.com/company/artemisgrowth/⁠

    LinkedIn (personal): ⁠https://www.linkedin.com/in

    • 1 hr 22 min

Customer Reviews

4.6 out of 5
64 Ratings

64 Ratings

future buffett ,

Favorite Cannabis Investing Podcast

I started watching Manish a few months ago. I watch all the cannabis investing podcasts. This includes all of Benzinga and Seeking Alpha ones. Manish is the most well spoken and factual podcaster. He is funny and articulate. It’s a tough industry to invest in now, but as the tide turns, I would want to be listening to what he has to say.

kc59 ,

Great show

Like to show very much.

DeuceIsLoose ,

Hard to listen

Mostly one guy rambling and listening to himself talk. All over the place and never stays on topic. At the end I’m wondering “what was the point?”

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