Cannabis Investing Network

In this episode we review some positive developments for the industry: - TSX Uplisting for Terrascend - Capital raises for interesting opportunities - Maryland starting sales July 1st - Rescheduling update & more Despite these positive steps forward the cannabis markets seem completely quiet. Is this a problem or an opportunity?

The boys are back together! In this episode we discuss: - The current state of capital markets - Pause or Hike? Or both? - Why isn't cannabis getting more love? - Regulatory pains of cannabis M&A - Cresco vs Columbia Care - Cannabis vs Office Buildings - Does cannabis make good sense right now?

In this long awaited 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: - General thoughts on Cannabis Earnings - Concerns on cashflow and capital requirements - Thoughts on MSOs valuations; financial metrics; balancing positives and negatives Thanks to Nick for joining us and sharing h...

Despite SAFE Banking Disappointment we discuss why there are some green shoots in cannabis investing worth paying attention to

Are you ready to get hurt again? In this episode we discuss SAFE Banking, a confusing macro environment, recession fears and industry trends

In this special 420 episode we are joined by the industry's leading cannabis analyst Alan Brochstein. Alan is the founder of 420investor and co-founder of New Cannabis Venture. AB has deep company level knowledge and is one of our favourites sources of analysis and information for the cannabis industry. In this episode we go ticker by ticker to get Alan's thoughts on: Trulieve, GTI, MSOS,...

In this episode we are joined by Colin Campbell, Managing Director of Sharp Capital Advisors. Sharp provides advisory services exclusively to the cannabis industry including M&A, Capital Raising and more. Colin joins us to discuss Cannabis Technology (CannaTech) companies as well as the state of the market, plant touching operators and what the M&A landscape looks like. He also shares a mu...

In this episode we are joined by Everett Knight, EVP of the Valens Company. Valens was recently acquired by SNDL. Everett has a unique position in the industry - he has been involved with cannabis operations for years but previous to that he was a small cap portfolio manager. In this episdoe we discuss the good, bad and ugly of markets, cannabis and investing opportunities. - What does Bank Fallou...

In this episode we are joined by Bethany Gomez, Managing Director at Brightfield Group. As a leading consumer insights company in the cannabis space, Brightfield Group is uniquely positioned to discuss cannabis consumption trends and how they are evolving over time. They've written many white papers which are available for free at their website below. In this episode we discuss: - How big is...

In this wide reaching market update we discuss macro, being cautious on the market, AYR selling assets, Canopy layoffs, Shopify and what it will take to change consumer and investor mentality. Some stories discussed: California Interstate - https://www.bloomberg.com/news/newsletters/2023-02-13/california-pot-laws-in-2023-may-allow-interstate-commerce?utm_source=website&utm_medium=share&utm...

In this episode we identify 5 key things all cannabis investors should be keeping an eye on in 2023 Links Mentioned: Eric Johnston @ Cantor Interview on SPY Downside - https://www.realvision.com/shows/daily-briefing/videos/when-will-the-green-shoots-narrative-end-Alne?tab=details 

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: - Sifting thru the ru...

In our first episode of the new year we explore the brutal price breakdown in December and ask ourselves - how did we get here? What went wrong? What can we learn and do differently? We also share thoughts about investing and opportunities for 2023 Happy 2023!

In a continuation of last week's episode we are back with Nick Gastevich (aka CannaVestments) to finish off our analysis of the big 5 MSOs. In this episode we discuss: - Listener Question: Where are the new buyers going to come from? - General thoughts on industry trends - Financial Analysis of our Final 2 MSOs - Final thoughts on the industry and 2023 Thanks to Nick for another great review to cl...

In this long awaited episode we are joined by our friend Nick Gastevich (aka CannaVestments) who is a long time private and public cannabis investor. In Part 1 of this review we cover: - General thoughts on Cannabis Earnings - Concerns on cashflow and capital requirements - Thoughts on 3 MSOs; valuations; financial metrics; balancing positives and negatives Thanks to Nick for joining us and see Pa...

In this episode we are joined by Sayshu who has extensive experience in private and public markets.  We discuss how capital flows impact valuations, funding and investor mentality across all sectors with a particular focus on how SAFE Banking may benefit cannabis in the short and long run.  Thanks to Sayshu for joining us and sharing his insight Follow Sayshu on Twitter - https://twitter...

In this episode we are discussing all things political & SAFE Banking - Election Results and what this means for Cannabis - SAFE Banking in Lame Duck - Broader Market predictions for 2023 - Strategies around SAFE and risk management

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 $350M+ 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: - Getting...

Happy Election Day! In this episode we discuss recent deals, what we're watching for in the Midterms and how Cannabis & Tech are affected by changing attitudes of Regulators. Topics Covered: 1. P Diddy & Cresco Labs Deal 2. Key Election Ballots & Races to Watch 3. Elon Musk, Twitter & Verano + Vireo 4. Secular Rotation out of Technology Video - Cramer Melting down re: META - https:...

In this jam packed episode we catch up on several key developments in the sector and share why we think US Cannabis has re-rated upwards into 2024 (but also discuss the challenges we face in getting there). We also make several predictions about the future of the industry. We Discuss: 1. Biden's Executive Actions - Why did he do this and what it means for the future - 2024 Predictions for further...

In this episode we are joined by a special guest who brings a technical perspective. Charting Man Dan of The Chart Guys is a well known cannabis personality who specializes in technical analysis and 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 epi...

In a follow up to last week's bleak outlook on the industry we discuss thoughts on valuing the cannabis industry.  Some key topics discussed: 1. Fundamentals - how the headwinds of price compression make it difficult to value companies 2. Macro Factors - we are still negative but hearing some interesting mixed signals - Video Mentioned: Eric Johnston of Cantor on CNBC 3. Federal Legislative -...

In this episode we dig deep into the fundamentals and narrative surrounding the industry, analyzing the past and making some somber predictions for the future. We break our discussion into several parts: 1. History - how we got here and what we learned 2. The Transitional Phase we are currently in 3. Looking Forward - how we see the industry progressing from here We look at cannabis fundamentals i...

We are back! In this post-summer episode we discuss a topic that's often missing in investing discussions - when to sell your stocks. We discuss a recent loss and how it influenced thinking about cutting your losses. We view this topic through the lens of Macro, Sector and Company analysis. Thanks to Sayshu for joining us for a great conversation. Follow Sayshu on Twitter - https://twitter.com/say...

We're back! In this market update we cover a wide variety of topics including: - Broader Market Rally (or headfake?) ( Recession meme link ) - Consumer Spending & Inflation - Short term market strategy - Cannabis Q2 earnings - SAFE Banking and Political Winds shifting - Brittney Griner and Biden's Hypocrisy  - Florida Rec 2024 Campaign