Claim OwnershipCannabis Investing Network
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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
205 Episodes
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Focus on the fundamentals!
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/
In this episode we go "boots on the ground" into Florida's Cannabis Market.
Our guest Real Estate Randy is an expert in helping Florida operators expand their footprint. He has years of experience dealing with some of the largest MSOs and brings unique insight on their innerworkings as well as the local market nuances.
In this episode:
- Why Randy is "all-in" on Florida Rec
- How he expects the market to change leading up to the Ballot
- Where are the untapped opportunities in the state
- Why opening stores will get harder
- Which operators Randy likes
- M&A: Who's ripe for acquisition?
- Why cannabis investors should be VERY excited for the Florida opportunity\
& much more
Huge thanks to Randy for joining us for this episode!
In this episode we are joined by Jesse Redmond of Water Tower Research to discuss Rescheduling Rumours, Cannabis Catalysts & Earnings Take-Aways.
Jesse has a unique background as a former hedge fund manager AND a cannabis dispensary operator. He shares insights on specific names and outlines a game plan depending on your risk tolerance.
In this episode we discuss:
- What to make of the recent Doug Kass rumour?
- Kamala, Fat Joe & Election predictions
- Earnings: How did Tier 1 MSOs perform?
o How did smaller operators perform?
- Game Plan: what names you should consider depending on your risk level
- Catalysts: How will possible seismic changes affect the investing landscape?
o Where will big money gravitate towards
- California Cannabis – what’s interesting to look at?
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
In this episode we are joined by Will Muecke who is Co-Founder and Managing Member at Artemis Growth Partners.
Artemis Growth Partners is one of the largest and most active private investors in cannabis with ~$400M+ under management exclusively in cannabis.
Will and his team have invested throughout the cannabis value chain including MSOs, Brands and producers in Europe.
In this episode:
- What just happened in Germany?
- How will the current market change?
- Which companies will benefit the most?
- How will Germany change the EU's view on Cannabis
- Potential future uplisting for Legal Cannabis in the UK
- Rescheduling: How much upside could there be?
Thanks to Will for joining us!
Connect w/ Will:
Website: www.artemisgrowth.com
LinkedIn (corporate): https://www.linkedin.com/company/artemisgrowth/
LinkedIn (personal): https://www.linkedin.com/in
In this episode we are joined by a special guest who brings a unique perspective on trading cannabis stocks through technical analysis.
Charting Man Dan of The Chart Guys is a well known cannabis personality who specializes in chart reading. Dan is a veteran cannabis trader but also regularly trades broader indices and crypto.
Dan is a wealth of honest information and brings an unbiased perspective on the charts.
In this episode we discuss:
- The Rescheduling Game Plan for 2024
- Buying MSOS vs Underlying OTC names
- Deciding when to buy and sell
- Florida Rec: how a trader evaluates names and entries
Thanks to Dan for joining us and sharing his perspective. Please check out his links below for great free content
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
Understanding Dilution Video: https://www.youtube.com/watch?v=ay7VFXFxHRM
Priced-In Analysis Video: https://www.youtube.com/watch?v=RGL94mPHFJg
In this episode we are joined by special guest Hirsh Jain. Hirsh is a cannabis policy expert and shares in depth analysis about:
- DEA Rescheduling: Is Sooner or Later better for Biden?
- How do state level cannabis programs affect elections?
- Florida: Why Hirsh is bullish
- VA / OH / PA & Texas
- How important is cannabis really for voters?
Don't miss out on Hirsh's unique insight 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/
In this episode we are joined by Mike aka MJ Stock Trader on Twitter. Mike has become a leading voice on CannaTwitter over the past 3 years and shares a unique perspective on social media's importance in cannabis investing.
In this episode we discuss:
- The importance of psychology and sentiment
- How 2024 has started for investors
- What's Next? Key dates to watch for
- Rescheduling, Florida & SAFER
- Big risks no one is talking about
- Personal investment strategies for 2024
& much more
Follow Mike @ https://twitter.com/stock_mj
MJ Stock Trader Website - https://mjstocktrader.com/
Happy 2024! To kick off the new year we are joined by a very special guest - Robert Beasley, CEO of Cansortium (TIUM on CSE or CNTMF on OTC).
Cansortium is a Multi-State Operator with operations in Florida, Pennsylvania & Texas.
In this episode we discuss:
- Robert becoming CEO in 2020 and right sizing the company
- Living through the COVID Cannabis boom in Florida
- The importance of balance in the company
- Florida Adult Use on the 2024 Ballot
- Price Wars: how price compression has impacted Florida
- M&A: how does management think about the company's future
- Financial Performance including cash flow, taxes and debt
Thank you to Robert for joining us for this discussion.
Get in touch with Cansortium/Fluent @ https://investors.getfluent.com/
The final episode of 2023!
In this episode we recap what happened this year and paint the picture of our investing game plan for 2024
In this episode:
- Recapping 2023 for Cannabis & General investing
- The potential macro backdrop for 2024
- The biggest 2024 Catalysts for Cannabis
- The game plan for making the most of 2024
Thank you all and see you in 2024!
The boys are back! In this episode we discuss 3 recent examples of cannabis companies and how they represent the Good, the Bad & the Ugly of what is going on in the cannabis industry today
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 the most important developments in 2023, his thesis around "Kinetic Energy" building in the industry, how investors should be looking at companies and much more.
Follow Scott on Twitter @ https://twitter.com/srg444
In this episode we are joined by Ryan Mao to discuss his new piece which gives a clear overview of the steps with regards to rescheduling cannabis.
Read Ryan's work @ www.MSOmao.com
We discuss:
- Why Rescheduling is more important than SAFEr Banking
- Ryan's predictions and timing for rescheduling
- Mechanics: the steps involved and key considerations
- Previous examples and how they might differ
- What to expect in 2024
- How operators and investors can position themselves ahead of these potential changes
Thanks to Ryan for joining us for this in depth chat
Connect with Ryan:
On LinkedIn - https://www.linkedin.com/in/ryan-mao02211996/
Ryan's website - https://www.msomao.com/
Focus on the fundamentals!
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:
- The 2 biggest fundamental catalysts for the industry (not SAFER banking related)
- 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/
In this episode we discuss higher yields, repricing risk, SAFER Banking and coming to your own conclusions
In this episode we are joined by Mike aka MJ Stock Trader on Twitter. Mike has become a leading voice on CannaTwitter over the past 3 years and shares a unique perspective on social media's importance in cannabis investing.
In this episode we discuss:
- Getting started in the industry
- Trading vs Investing in Cannabis
- Evolution of investor psychology
- Evaluating when and what to purchase
- The most important valuation metrics
- Federal movement: Rescheduling & SAFE
- Upcoming SAFE Banking vote: are we too optimistic?
- Equity Raises & Short Sellers
- Social media's role in retail driven stocks
& much more
Follow Mike @ https://twitter.com/stock_mj
MJ Stock Trader Website - https://mjstocktrader.com/
In this episode we balance the bear and bull case for cannabis stocks coming off the bomb shell rescheduling news.
We discuss process, timeline, what this means for the industry and which companies should benefit the most going forward.
The boys of summer are back to talk about earnings season
This week the boys are on vacation so we thought it would be fun to revisit our predictions episode from Feb 2023 to keep ourselves honest.
What did we get right? What did we get wrong? Were there major surprises or upsets?
"5 Key Things to Watch in 2023" originally aired Feb/8/2023
In this episode we go through the investment case for why owning cannabis stocks may be better risk/reward than the market is signalling
In this episode we are joined by special guest Hirsh Jain. Hirsh is a cannabis policy expert and shares in depth analysis about which markets are most likely to go adult use, which markets are disappointing, how Germany is doing and where the federal political winds are blowing.
Don't miss out on Hirsh's unique state level insight.
Connect with Hirsh:
LinkedIn - https://www.linkedin.com/in/hirsh-jain/
Twitter - https://twitter.com/anandastrategy
Hirsh's Website - https://anandastrategy.com/
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Great show guys . Dont ditch your longterm goal becouse things aren't going the way we want them too. I'm an original Aphria shareholder and the buy rateing went down after the merger. I'm staying in this thing for the long haul if need be and it's like you said we have no idea how long it will take or if it will get worse before better becouse were investing not fortune telling lol.
Get your head out of you're asses. Jees Generic cannabis companies wont last because they are focused on new users that will turn on them when they realise their product is mediocre. Lol
A couple of Canadians thinking they know jack shit about our market.The mother of all markets. Lol at liberal Weens.