Cannabis Investing Network

CIN Podcast

4,6 (65)
INVESTISSEMENT
DEUX FOIS PAR MOIS

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

-3 J

#204 - Is Cannabis Cheap vs Other Value Sectors? (ft. Jesse Redmond of Water Tower Research)

In this episode we are joined by Jesse Redmond of Water Tower Research who is fresh off of Chicago Benzinga. Jesse has a unique background as a former hedge fund manager AND a cannabis dispensary operator. We discuss many of the out of favour sectors in today's markets and compare and contrast them to cannabis 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 h 9 min
2 OCT.

#203 - Rate Cuts & Politics will help Cannabis Stocks Recover (ft. Anthony Coniglio, CEO of NewLake REIT)

In this episode we are joined by Anthony Coniglio, CEO of NewLake Capital Partners (NLCP) to discuss how the upcoming election, fed rate cuts and other catalysts will impact the cannabis investing landscape. We discuss how may be in the early stages of a recovery driven by macro factors and how 2025 may have several key catalysts lining up nicely for the cannabis industry. We also discuss the impacts on debt markets, real estate and other asset classes. Follow Anthony: Twitter: ⁠https://x.com/AnthonyConigli0⁠ NLCP Website: ⁠https://www.newlake.com/

1 h 1 min
18 SEPT.

#202 - Trade or Hold Cannabis Stocks into the Election? (ft. Charting Man Dan of The Chart Guys)

In this episode we are joined by Dan from The Chart Guys to discuss cannabis investing vs strategies heading into the November election. We compare game plans and discuss how Dan thinks about Florida Rec, Rescheduling and potential campaign discussions about cannabis. 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

57 min
3 SEPT.

#201 - Trump & Cannabis: Florida & Rescheduling (ft. Hirsh Jain of Ananda Strategy)

In this episode we discuss how Trump's recent comments towards Florida's "Yes on 3" campaign could be the start of something larger heading into November We discuss potential impact to Florida, Rescheduling, the General Election & more. We also react to the disappointing delay of rescheduling an discuss what it means for the sector. Follow Hirsh's for more unique insights 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/

1 h 8 min
21 AOÛT

#200 - Q2 2024 Financial Review of the Big 5 MSOs (ft. Nick Gastevich aka CannaVestments)

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 h 19 min
7 AOÛT

#199 - Finding Unique Winners in Cannabis & Recessions (ft. Aaron Edelheit of Mindset Capital)

In this episode we are joined by Aaron Edelheit of Mindset Capital. Aaron runs a cannabis dedicated fund which pivoted from investing in large MSOs to focusing on unique small cap names. Although cannabis has been in a brutal bear market some of Aaron's largest contrarian investments in Glass House and Grown Rogue have had phenomenal returns. In this episode we discuss: - Aaron's pre-cannabis background investing through the dot com crash and the 2008 financial crisis - How & Why Aaron pivoted from large MSOs to smaller names - Aaron's Top Picks: Glass House & Grown Rogue - Process for picking unloved names - Politics: Election season & S3 Thanks to Aaron for joining us for this episode Connect with Aaron: On Twitter - https://x.com/aaronvalue Mindset Capital Substack - https://mindsetvalue.substack.com/

1 h 14 min
21 JUIL.

#198 - The Kamala Catalyst is Coming for Cannabis...(ft. Hirsh Jain of Ananda Strategy)

In this episode (recorded Friday, July 19th) we discuss how the possibility (now certainty) of Joe Biden dropping out of the race could be a HUGE catalyst for cannabis stocks We discuss the "Kamala Catalyst" and how this could play out over the coming weeks and months as we head into November 2024. We also discuss rate cuts, the small cap rally, who could beat Trump and how the Kamala Catalyst could re-invigorate state level cannabis debate. Follow Hirsh's for more unique insights 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/

1 h 6 min
10 JUIL.

#197 - Catalysts & Upside are coming to Cannabis (ft. Pablo Zuanic of Zuanic & Associates)

In this episode we are joined by Pablo Zuanic of Zuanic & Associates. Pablo was a long time cannabis analyst at a leading investment bank before starting his own firm. He has published numerous pieces on key catalysts such as Rescheduling, Florida, Industry upside and coverage on many companies. In this episode we discuss: - Institutional Investment: what will it take? - Rescheduling: has the equation changed? - Key risks to the S3 process - How does the Biden/Trump/Harris question change the dynamic? - Will the market reward Ohio turning on? - Pablo's top picks Follow Pablo: Twitter - https://x.com/420Odysseus Z&A Website - https://zuanicgroup.com/

1 h 2 min

Tout afficher (216)

4,6

sur 5

65 notes

Favorite Cannabis Investing Podcast

31/07/2023

future buffett

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.
Great show

10/02/2023

kc59

Like to show very much.
Hard to listen

22/02/2023

DeuceIsLoose

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

17/03/2022

UtraV

Excellent coverage of the cannabis investing space. So many great topics!

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

Création

CIN Podcast
Années d’activité

2019 - 2024
Épisodes

216
Classification

Contenu explicite
Site web de l’émission

Cannabis Investing Network

Cannabis Investing Network

#204 - Is Cannabis Cheap vs Other Value Sectors? (ft. Jesse Redmond of Water Tower Research)

#203 - Rate Cuts & Politics will help Cannabis Stocks Recover (ft. Anthony Coniglio, CEO of NewLake REIT)

#202 - Trade or Hold Cannabis Stocks into the Election? (ft. Charting Man Dan of The Chart Guys)

#201 - Trump & Cannabis: Florida & Rescheduling (ft. Hirsh Jain of Ananda Strategy)

#200 - Q2 2024 Financial Review of the Big 5 MSOs (ft. Nick Gastevich aka CannaVestments)

#199 - Finding Unique Winners in Cannabis & Recessions (ft. Aaron Edelheit of Mindset Capital)

#198 - The Kamala Catalyst is Coming for Cannabis...(ft. Hirsh Jain of Ananda Strategy)

#197 - Catalysts & Upside are coming to Cannabis (ft. Pablo Zuanic of Zuanic & Associates)

Favorite Cannabis Investing Podcast

Great show

Hard to listen

My go-to podcast for cannabis investing

À propos

Informations

Vous aimeriez peut‑être aussi

Cannabis Investing Network

Épisodes

#204 - Is Cannabis Cheap vs Other Value Sectors? (ft. Jesse Redmond of Water Tower Research)

#203 - Rate Cuts & Politics will help Cannabis Stocks Recover (ft. Anthony Coniglio, CEO of NewLake REIT)

#202 - Trade or Hold Cannabis Stocks into the Election? (ft. Charting Man Dan of The Chart Guys)

#201 - Trump & Cannabis: Florida & Rescheduling (ft. Hirsh Jain of Ananda Strategy)

#200 - Q2 2024 Financial Review of the Big 5 MSOs (ft. Nick Gastevich aka CannaVestments)

#199 - Finding Unique Winners in Cannabis & Recessions (ft. Aaron Edelheit of Mindset Capital)

#198 - The Kamala Catalyst is Coming for Cannabis...(ft. Hirsh Jain of Ananda Strategy)

#197 - Catalysts & Upside are coming to Cannabis (ft. Pablo Zuanic of Zuanic & Associates)

Notes et avis

Favorite Cannabis Investing Podcast

Great show

Hard to listen

My go-to podcast for cannabis investing

À propos

Informations

Vous aimeriez peut‑être aussi