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

Update: 2024-08-21

Description

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/ ⁠

Comments

In Channel

#214 - S3 Playbook: Calculating Upside vs Managing Risk (ft. Hirsh Jain of Ananda Strategy)

2025-08-2001:22:56

#213 - Buy the Rally? Or Sell the Hype? (ft. Charting Man Dan of The Chart Guys)

2025-07-2301:26:49

#212 - Hemp vs Cannabis vs Other Investments (ft. Real Estate Randy)

2025-06-1101:08:26

#211 - The Best Buying Opportunities - Safety vs Asymetric Upside (ft. Scott Grossman of Turning Point Brands)

2025-04-3001:12:07

#210 - Q4 2024 Financial Review of the Big 5 MSOs (ft. Nick Gastevich aka CannaVestments)

2025-03-2602:03:10

#209 - Opportunity Cost of Cannabis (ft. Hirsh Jain of Ananda Strategy)

2025-02-2601:05:40

#208 - Will Cannabis Stocks Ever Recover? (ft. Charting Man Dan of The Chart Guys)

2025-01-2201:02:50

#207 - What's Next for Florida and The Cannabis Industry? (ft. Real Estate Randy)

2024-12-0401:01:48

#206 - What Did We Miss? (ft. Hirsh Jain of Ananda Strategy)

2024-11-1301:16:30

#205 - How Attractive are Cannabis Stocks? (ft. Scott Grossman of Turning Point Brands)

2024-10-3001:06:07

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

2024-10-1601:09:23

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

2024-10-0201:01:22

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

2024-09-1857:29

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

2024-09-0301:08:20

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

2024-08-2102:19:25

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

2024-08-0701:13:38

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

2024-07-2101:05:58

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

2024-07-1001:01:50

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

2024-06-2601:13:18

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

2024-06-1201:13:11

00:00

1.0x

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

#box-pro-ellipsis-175880329293229{-webkit-line-clamp:2;}#200 - Q2 2024 Financial Review of the Big 5 MSOs (ft. Nick Gastevich aka CannaVestments)

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

CIN Podcast

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