134 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 • 53 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

    #121 - Taking Advantage of Volatility in Cannabis Investing (ft. Alan Brochstein of 420investor)

    #121 - Taking Advantage of Volatility in Cannabis Investing (ft. Alan Brochstein of 420investor)

    In this episode we are joined by Alan "The Maven" Brochstein. Alan is an extremely experienced cannabis analyst who has been covering the sector since 2014. He is co-founder of New Cannabis Ventures and founder of 420investor. 

    In this wide ranging conversation we discuss many different topics including:

    - State of the market: how AB sees the cannabis stock action compared to previous years

    - Cyclicality of Cannabis Stocks: How the pendulum swings to the extremes

    - Staying flexible: the importance of combining trading and investing mentality

    - Altria & Cronos: Why Alan thought (and still thinks) Altria should buy Cronos

    - Interesting opportunities in the market right now, especially with newer issues

    Thanks as always to Alan for joining us to share his insights

    Connect with Alan:

    Twitter - https://twitter.com/Invest420
    420investor - https://marketfy.com/product/420investor/

    • 1 hr 32 min
    #120 - Q3 2021 Financial Review of the Big 5 MSOs (ft. Nick Gastevich aka CannaVestments)

    #120 - Q3 2021 Financial Review of the Big 5 MSOs (ft. Nick Gastevich aka CannaVestments)

    In this mega-episode our good friend Nick Gastevich joins us for the Q3 2021 quarterly review of Cresco, Curaleaf, Trulieve, Green Thumb, and Verano (in that order).

    We do a deep dive into profitability, cash flow, brands, valuation and how we see the strengths and weaknesses of each company.

    We discuss how well positioned each of these companies is for the current phase of our industry and for the future post-uplisting.

    Thanks to Nick for another great and extensive review

    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 19 min
    #119 - Positioning Your Cannabis Portfolio for Ups & Downs

    #119 - Positioning Your Cannabis Portfolio for Ups & Downs

    What a difference 2 weeks makes!

    In this episode we discuss a few key themes around the biggest issues we are seeing in today's market

    1) Narratives vs Reality - how the divergence creates opportunity for investors

    2) Nancy Mace Legalization bill - what this really means and the effect its having on the market

    3) $MSOS huge cash inflows and how we expect this to impact the cannabis stock market short term

    4) Strategy - ideas on position your portfolio to play the ups and downs of cannabis volatility

    • 1 hr 2 min
    #118 - Cannabis Trades in an Inefficient Market (+ why that is a good thing)

    #118 - Cannabis Trades in an Inefficient Market (+ why that is a good thing)

    In this episode (which was recorded on Fri Nov 5th) we discuss the rapid sentiment shift from "Depression" to "Euphoria" and why it is an excellent real-time example of the inefficiency of the cannabis investing market.

    We often discuss how our market behaves irrationally but in this episode we delve into the reasons why it is that way, examples of irrational behaviour and strategies to take advantage of these swings.

    • 59 min
    #117 - Spoiled for Choice in Cannabis Investing (ft. Nick Gastevich aka CannaVestments)

    #117 - Spoiled for Choice in Cannabis Investing (ft. Nick Gastevich aka CannaVestments)

    This week we are joined by fan-favourite Nick Gastevich (aka CannaVestments). Nick is an OG cannabis investor whose family office invested in GTI's first round in 2014 (and again in subsequent years). 

    In this episode we discuss:

    - General negativity in the cannabis sector

    - Schumer, SAFE, NDAA and federal politics

    - Q3 financial softness in key markets of PA/FL

    - Other headwinds which can make the short term choppy

    - Positive catalysts being overlooked including potential 2022 legalization in PA/OH/MD/MO/AK

    - Re-allocating your portfolio to account for tax loss harvesting

    - Owning smaller companies vs the biggest MSOs

    - Strategizing for SAFE vs no-SAFE banking



    Thanks to Nick for a great episode as usual. 

    Connect with Nick:

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

    Twitter - https://twitter.com/CannaVestments

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

    • 1 hr 12 min
    #116 - Face to Face with the Industry - Post MJ Biz Debrief

    #116 - Face to Face with the Industry - Post MJ Biz Debrief

    In this (slightly late) episode we debrief a phenomenal MJ Biz conference including our takeaways, the negatives, the positives and our strategies for the coming quarters.

    JP October SAFE/NDAA Update - https://www.reddit.com/r/weedstocks/comments/qc4h27/understanding_washington_october_updates/ 

    • 1 hr 7 min

Customer Reviews

4.6 out of 5
53 Ratings

53 Ratings

megan@podcastingyou ,

Valuable, Intersting Content!

These hosts do such a good job covering a variety of topics. The guests offer valuable insight as well. I would recommend this podcast to anyone looking to be inspired and informed!

dykers ,

HRVSF - Thanks!

Love you guys! I bought HRVSF as a result of listening to your podcast.

Fishead MN ,

New Favorite

I really appreciate you guys. Thank you very much for your time earned insight into retail investing in the cannabis space. Your right on the money with your content.

Sometimes your audio levels are mismatched, but I still love you.
Keep it coming!! Thanks again.

Top Podcasts In Business

You Might Also Like