Cannabis Investing Network

In this episode we debate buying your weed from a dispensary: here to last or just a fad? - The argument for why consumers will buy weed online instead of in person - Why dispensaries are important in capturing consumers - How dispensaries act as a bridge between black market and mainstream - Do people enjoy the dispensary retail experience? Will they continue to visit once the initial fad fades?...

  Deepdive on Valuations: - Valuation = Earnings x Earnings Multiplier (AKA PE) - Choosing an Earnings Multiplier - Thinking about Risk - Risk in real estate vs in stocks - Risk free rate - Interest Rates are like gravity in the investing world - Why Abi looks at the cap table/valuation first - Using comparables to judge relative valuation - Valuations of Canadian Companies vs US Compani...

In this Market Update: - Turmoil in the broader equity markets - US 10 year treasury hits 1.6% - why that matters - Flight to Safety (and out of Cannabis) - Are we heading into a recession? - Recessions vs Bear Markets - What does that mean for businesses and investors? - What does that mean for Cannabis Investing? - How Big Cannabis Players can dominate in a recession - Silver Lining: How Cannabi...

- The fundamentals of investing in Cannabis companies - Buying a company vs buying a stock - Evaluating a company's valuation; why Abi reads the Cap Table FIRST - Importance of patience and long term focus - Risks involved in venture investing - The art of a picking a winner Next episode: Buy companies not stocks

PACKED market update including: - Huge earnings from Aphria and why you should dig deeper into the revenue breakdown - Strategic investments from Couche-Tard & Imperial Brands (for Fire & Flower and Auxly) - Curaleaf's CVS deal gets pulled after FDA warning letter - buying or selling Curaleaf? - More CannTrust drama - Beyond Meat raising $650M USD and why it matters - How Beyond Meat&#...

Has the market bottomed? After a few brutal weeks we examine values in the market: - What caused this recent drop in prices? - What's the difference between a blip and a correction? - How CannTrust caused the entire market to fall irrationally  - What's next for CannTrust? - Are market values attractive at these numbers? - The strategy of buying companies around the problematic companies (...

The intro episode! Welcome to the Cannabis Investing Network, a podcast created For Investors By Investors. Our focus is squarely on the public and private cannabis markets.  In this episode: - Manish's background in Commercial Real Estate - Abi's background in Fixed Income - How we both ended up investing in the Cannabis Space - Our first ever investments and what we learned - Is it too late...

This mini-episode covers the state of the market as we currently see it (July 2019). - CannTrust issues have pulled down the entire cannabis market - Take a deep breath and remember investing is for the long-term - Valuation = Earnings x Multiple; has other of these variables changed? - Should you be adjusting your investment strategy? - Why it is so important to research and understand the compan...