Cannabis Investing Network

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...

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...

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 pa...

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 You...

In this episode (recorded pre-DEA announcement) we discuss the risk/reward of the industry along with our game plans for going forward. Let us know what topics you want to hear the most about in the coming weeks!

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...

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...

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...

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 ju...

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 perspectiv...

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 in...

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, Flor...

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...

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 dev...

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 migh...

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 a...

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 -...

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...