Cannabis Investing Network
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
Episodes
It's been too long! We are back with an action packed discussion featuring crowd favourite Real Estate Randy (aka Retail Randy).
We go deep on the current state of the cannabis market and how hemp continues to change the landscape while creating new opportunities.
We also discuss where markets are going from here and what we find to be the best investing opportunities across all asset classes.
Thanks to Randy for anot...
After a WILD few weeks we have a jam packed episode with a detailed discussion of active trades, risk management and market predictions.
In this episode we are joined by Scott Grossman of Turning Point Brands (TPB on the NYSE). Scott is fresh off his latest "Sunday Sesh" where he shares a variety of thoughts on the state of the cannabis industry.
Scott joins us to discuss:
- Bannana Republic: What's going on in today's markets?
- What ...
We're back with the most anticipated episode of the year!
In this year end financial review 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 biggest opportunity in Cannabis right now
- Current market, hemp, portfolio sizing and which stocks we're currently buying
- Cash flow, future growth & 280E benefits
...
Hirsh joins us to discuss where we see potential in Cannabis going forward vs what other opportunities exist in the market.
We discuss PA, Ohio, MN and federal change. We also mention many tickers including a few new ones!
Connect with Hirsh:
LinkedIn - https://www.linkedin.com/in/hirsh-jain/
Twitter - https://twitter.com/anandastrategy
Hirsh's Website - https://anandastrategy.com/
We are back! After a brutal few weeks for cannabis investors we ask the question on everyone's mind - can Cannabis ever make a comeback?
We discuss how cannabis compares to other sectors, where we are seeing the most opportunity, what needs to happen for cannabis to rally (and what other sectors have done the same) and share 3 top non-canna picks along with a cannabis investment idea.
Big thanks to Dan for joining us to k...
The final episode of 2024!
Real Estate Randy joins us for a humbling conversation on the future of Florida operators, the industry at large and where we see investing (and trading) opportunities (inside and outside of cannabis).
Despite the brutality investors have been through in cannabis there are some potential brightspots especially in the context of a raging bull market.
We appreciate you listening and wish you a great hol...
In this episode we are joined by Hirsh Jain for a sober reflection of what happened on Election Night.
We discuss what went wrong, what we learned and what this means for the future of the industry.
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 Scott Grossman of Turning Point Brands (TPB on the NYSE). Scott is fresh off his latest "Sunday Sesh" where he shares a variety of thoughts on the state of the cannabis industry.
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 investm...
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://w...
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 ...
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
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...
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 ...
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...
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-invigora...
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 th...
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 m...
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 shoul...
In this episode we are joined by the Guru of the Gold Coast Hirsh Jain.
Hirsh last joined us in February where he correctly predicted the timing of the Rescheduling Announcement.
In this episode:
- How did Hirsh correctly guess timing of the announcement?
- How will rescheduling play out to maximize political benefit?
- Will we get a Cole Memo 2.0? How will that impact uplisting?
- Will Florida pass adult use?
- How will Ohio impa...
In this episode we are joined by Dan from The Chart Guys to compare cannabis investing strategies. With several potential key upcoming catalysts we compare short term trading vs longer term investing and our game plans for the coming months.
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.c...
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