Cannabis Investing Network

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Cannabis Investing Network Podcast

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

  1. 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

  2. 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/

    1h 8m

  3. 21 AUG

    #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/ ⁠

    2h 19m

  4. 7 AUG

    #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/

    1h 14m

  5. 21 JUL

    #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/

    1h 6m

  6. 10 JUL

    #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/

    1h 2m

  7. 26 JUN

    #196 - Can Cannabis Stocks Break the Negative Feedback Loop? (ft. Anthony Coniglio, CEO of NewLake REIT)

    While cannabis stocks have had a brutal few weeks, one cannabis focused REIT is quietly up +50% over the last year. We are joined by Anthony Coniglio, CEO of NewLake Capital Partners (NLCP) which despite only trading on the OTC has had strong outperformance since breaking their "negative feedback loop" Anthony joins us to discuss the current cannabis market, key catalysts and share ideas on how and when cannabis stocks may be able to escape their current trajectory and start on a "positive feedback loop". Follow Anthony: Twitter: https://x.com/AnthonyConigli0 NLCP Website: https://www.newlake.com/

    1h 13m

  8. 12 JUN

    #195 - New Cannabis Investors are Coming (ft. Scott Grossman of Turning Point Brands)

    In this episode we are joined by Scott Grossman of Turning Point Brands (TPB on the NYSE). Scott has extensive experience in private and public markets and is Head of Corporate Development for TPB. Turning Point has a unique position in our industry as they control the ZigZag brand and have made numerous investments across the cannabis supply chain. Scott joins us to discuss: - What's going on with cannabis stocks? - How should rescheduling be priced? - Where are the best opportunities in cannabis? - M&A: Cansortium > RIV + GTI > Sam Adams - Who will be the marginal buyer? - Brands, Product Innovation and Consumer Preference - Hemp vs Cannabis Civil War - The Long Game: thinking about how "the end state" of cannabis will look Thanks as always to Scott for a great conversation Follow Scott on Twitter @ ⁠https://twitter.com/srg444

    1h 13m
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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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