
183 episodes

Cannabis Investing Network CIN Podcast
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- Business
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4.5 • 61 Ratings
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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
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#170 - Q4 + Q1 2023 Financial Review of the Big 5 MSOs (ft. Nick Gastevich aka CannaVestments)
In this long awaited 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:
- General thoughts on Cannabis Earnings
- Concerns on cashflow and capital requirements
- 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/ -
#169 - Are Cannabis Stocks Interesting Again?
Despite SAFE Banking Disappointment we discuss why there are some green shoots in cannabis investing worth paying attention to
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#168 - This Time is Different ? Right ? - May 2023 Market Update
Are you ready to get hurt again?
In this episode we discuss SAFE Banking, a confusing macro environment, recession fears and industry trends -
#167 - Ticker by Ticker Cannabis Analysis (ft. Alan Brochstein of 420 Investor)
In this special 420 episode we are joined by the industry's leading cannabis analyst Alan Brochstein. Alan is the founder of 420investor and co-founder of New Cannabis Venture. AB has deep company level knowledge and is one of our favourites sources of analysis and information for the cannabis industry.
In this episode we go ticker by ticker to get Alan's thoughts on: Trulieve, GTI, MSOS, Columbia Care, Cresco, AYR, Ascend, Weedmaps, OGI and many more! Throughout this discussion we also touch on many of the industry's most pressing issues including profitability, uplisting, 280E and many other items.
Thanks to Alan for joining us for a great discussion as always.
Connect with Alan:
420investor on Seeking Alpha - https://seekingalpha.com/mp/1417-420-investor/articles
Alan on Twitter - https://twitter.com/Invest420 -
#166 - CannaTech is a Long-Term Winner (ft. Colin Campbell of Sharp Capital Advisors)
In this episode we are joined by Colin Campbell, Managing Director of Sharp Capital Advisors. Sharp provides advisory services exclusively to the cannabis industry including M&A, Capital Raising and more. Colin joins us to discuss Cannabis Technology (CannaTech) companies as well as the state of the market, plant touching operators and what the M&A landscape looks like.
He also shares a much needed optimistic message that the best companies will survive and thrive through this extended rough patch.
Many thanks to Colin for joining us and sharing his unique insight!
Connect with Colin:
LinkedIn - https://www.linkedin.com/in/usccolin/
Sharp Capital Website - https://www.sharpca.com/ -
#165 - What's the Next Catalyst for Cannabis? (ft. Everett Knight of Valens)
In this episode we are joined by Everett Knight, EVP of the Valens Company. Valens was recently acquired by SNDL. Everett has a unique position in the industry - he has been involved with cannabis operations for years but previous to that he was a small cap portfolio manager. In this episdoe we discuss the good, bad and ugly of markets, cannabis and investing opportunities.
- What does Bank Fallout mean for Cannabis?
- Is there more pain ahead?
- What are Investors asking about?
- Is there any hope for Canada or California?
- Eyes on Germany Legalization
- Delta8 potentially being banned
Thanks to Ev for joining us for a great chat!
Connect with Everett On Linkedin - https://www.linkedin.com/in/everett-knight-cfa-54574759/https://www.linkedin.com/in/everett-knight-cfa-54574759/
Customer Reviews
Great show
Like to show very much.
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?”
My go-to podcast for cannabis investing
Excellent coverage of the cannabis investing space. So many great topics!