140 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 • 55 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

    #127 - Nothing Has Changed - Mid-Jan 2022 Market Update

    #127 - Nothing Has Changed - Mid-Jan 2022 Market Update

    In this 2022 Market Update we discuss the theme that "nothing has changed" since late last year and why that is both positive and negative for the cannabis industry. In particular we discuss macro factors such as raising interest rates and how that sets up a difficult investing environment for 2022. We also discuss industry specific issues and give some predictions for how they may play out.

    Read JP's outlook for SAFE banking - https://www.reddit.com/r/weedstocks/comments/s2cw14/understanding_washington_2022_the_year_ahead/ 

    • 1 hr 2 min
    #126 - Building Cresco into the Industry's Partner of Choice (ft. Greg Butler, CCO of Cresco Labs)

    #126 - Building Cresco into the Industry's Partner of Choice (ft. Greg Butler, CCO of Cresco Labs)

    In this episode of our executive series we are joined by Greg Butler of Cresco Labs. Greg is Cresco's Chief Commercial Officer and has a wide ranging background including pharma, private equity and alcohol. 

    In this interview we discuss:

    - Greg's Origins: How he got started in cannabis and why he chose Cresco Labs

    - Alcohol vs Cannabis: how the industries are different and how they are similar

    - Competitive Threat: How Big Beer is tracking the cannabis industry

    - Industry Evolution: how cannabis is changing as it gets more competitive

    - Building a Cannabis Brand: what it means, what matters and what's changing

    - Financials: What will drive growth ahead for Cresco

    - Being the "Partner of Choice": How Cresco is positioning itself for the future of the industry

    - Investment and Acquisitions: What big CPG will look for when it comes time to partner with an MSO



    Thank you to Greg for joining us for this interview!

    • 1 hr 24 min
    #125 - Our Predictions for 2022 for Cannabis Stocks

    #125 - Our Predictions for 2022 for Cannabis Stocks

    Welcome to 2022! As we ring in the new year we look forward and shares some of our predictions of what is to come this year.

    We discuss upcoming catalysts to get excited about, headwinds to be cautious about and discuss potential wild cards that could upend the market.

    If 2021 taught us anything it was that "Nobody Knows" and "Expect Volatility Ahead".

    PS - as we start a new year we are looking to hear your suggestions for what topics you'd like to hear about! Please email us your thoughts

    • 56 min
    #124 - What Happened in 2021? Cannabis Investing Year in Review

    #124 - What Happened in 2021? Cannabis Investing Year in Review

    Recapping the rollercoaster of the year that was 2021. Cannabis investors were hoping 2021 would be “The Chosen Year” with potential for significant federal change in the US. Instead we got whiplash and a lesson in humility.

    In this episode we rewind to the start of the year and discuss how key events played out. The end of the year is a great time to do some sober reflection on what we got right, what we got wrong and what lessons we can take to (hopefully) improve our game in the future.

    Some Key Topics:

    - Nobody Knows: the importance of humility and staying nimble

    - Everyone is Retail: how price action drives investor mentality

    - The Quiet Role of Short Sellers and their impact on cannabis

    - Increased Competition across key markets

    - SAFE Banking and betting on federal change

    We also discuss how the industry has evolved in 2021 and how we are thinking about our investments heading into next year.

    Thank you to everyone for listening and sending in great questions! We will see you all in 2022

    • 1 hr 10 min
    #123 - Understanding the New Challenges of the California market (ft. Hirsh Jain of Ananda Strategy)

    #123 - Understanding the New Challenges of the California market (ft. Hirsh Jain of Ananda Strategy)

    In this episode we are joined by special guest Hirsh Jain.  Hirsh is the founder of Ananda Strategy, a consultancy that works with many of California's leading cannabis brands and retailers and has helped its clients operationalize some of the most successful cannabis facilities in the state.

    We unpack what’s changed since Hirsh’s last appearance.  We address the elephant in the room which is the carnage that’s happening to California operators and why the top MSO’s have shifted their posture to a wait and see strategy vs looking to establish a footprint in the golden state.  Although there is no optimistic sheen to put on California, there are certain steps the companies and municipalities are taking to defend the industry as well as attract investments.  During the second half of the episode, we look at what new states could learn from California to make their regulated cannabis roll out more efficient.

    As always, if you have any questions for our guest Hirsh, please reach out to him at  hirsh@anandastrategy.com or any questions for us please email us at cinpodcast@gmail.com

    Connect with Hirsh:
    LinkedIn - https://www.linkedin.com/in/hirsh-jain-b896b080/
    Ananda Strategy - http://anandastrategy.com/

    • 46 min
    #122 - Investing in Cannabis through Sale-Leasebacks (ft. Jarrett Annenberg of Newlake Capital Partners)

    #122 - Investing in Cannabis through Sale-Leasebacks (ft. Jarrett Annenberg of Newlake Capital Partners)

    In this episode we are joined by Jarrett Annenberg of Newlake Capital Partners. NLCP is a new OTC listed public cannabis REIT who owns dispensaries and cultivation facilities across the US. Their largest tenants include Curaleaf, Cresco, Trulieve, Columbia Care and other single and multi-state operators.

    We touch on a wide variety of topics including:

    - Why a delayed SAFE banking will help Newlake grow its portfolio

    - History repeating itself: how expectations of SAFE in 2019 are similar to 2021

    - The $3B capital opportunity and where Sale-Leaseback fits into the equation

    - Origins of Newlake: how the company got started by raising $90M in 2019

    - Scaling up by merging with Green Acreage REIT

    - How NLCP raised $100M to go public in a soft equity market

    - "A Safer Way to Play Cannabis" - why larger investors liked cannabis REITs

    - Why investors should be excited about NLCP and its opportunity for capital appreciation



    Thanks to Jarrett for joining us!

    Jarrett on LinkedIn - https://www.linkedin.com/in/jarrett-annenberg-8584474/

    Newlake Investor Deck - https://ir.newlake.com/company-information/presentations

    • 1 hr 2 min

Customer Reviews

4.6 out of 5
55 Ratings

55 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.

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