Cannabis Investing Network

Back by popular demand we have Alan Brochstein joining us! Alan is known across the industry as "the leading cannabis analyst" and joins us today to share his insight on why he is so bullish on the future of the Cannabis industry. "The Maven" knows this industry and its players inside and out and his 420investor service (https://marketfy.com/product/420investor/) is our favourite resource for maki...

The balance sheet might not be the most reflective of how well a company is doing.   Today we are joined by an incredibly special guest, Patrick Smith, a special situations analyst from Bay St.   Patrick shares with us some great insights and tips on how to quickly analyze financial statements and why the Income Statement and Statement of Cash Flows are a better gauge of where the c...

Please note we recorded this episode early Tues morning and the cannabis markets has turned ugly by close Tues night. Which is the important theme of this episode - as hype and speculation return in force to the cannabis industry investors need to be careful and be fearful when others are being greedy. In this episode: - What the hell is going on? - Explaining wild price action over the last few d...

In this episode we are joined by special guest Nick Gastevich. You may have seen Nick posting online under the name CannaVestments where he regularly shares financial analysis and commentary about US Cannabis companies.  Nick has deep insight into the large MSOs and through his family office invested in GTI and Cresco as private companies.   In this episode we cover Curaleaf, Trulieve, G...

Please note: we had a technical issue and one of our mics somehow had the "witness protection" filter put on.  In this episode we discuss how cannabis investors should weigh the potential risks associated with COVID and the broader markets - Vaccine Optimism is pushing markets higher - is too much optimism priced in? - Vaccine is much welcome news and provides a light at the end of the tunnel...

In this episode we digest the results of the US election and discuss why we are bullish on the future of US cannabis In this episode we discuss: - Why investors should be careful with this "sugar high" rally on Canadian LPs - What a Biden win means for US Operators - Why this is good for future M&A - How cannabis will fare under a split senate or under a republican senate - Why "more of the sa...

In this post-election special we discuss what the future holds for cannabis investors and how to manage uncertainty

This week we discuss the importance of continually evolving your thinking in the rapidly developing cannabis landscape. - Why updating your mindset is so important - How to filter noise from real trend changes Topics that we discuss our updated thinking on: - Flower vs Extracted products - Brands in Flower (how and why Cookies has performed so well) - Vertical Integration - Importance and Long Ter...

In this episode we share an optimistic outlook for US Cannabis regardless of who wins the Senate or White House in Nov. Instead we talk about the positive developments we expect to see by the time we get to the next US election in 2024 and why we might look back on this period as "The Golden Age". - What makes this "The Golden Age" for US Cannabis investing? Why does it not apply to Canada? - Lack...

In this episode we take listener questions on the upcoming US elections and US Cannabis in general. In this episode: 1. Kamala Harris and the uncertainty of Timing 2. Will the US Decriminalize or Legalize? What’s the difference? 3. Will the FDA get involved in THC regulation like they did with CBD? 4. Do we have data to support the thesis that NASDAQ-listed weed stocks can outperform? 5. Low Volum...

A few months ago we discussed Cannabis trading ideas around the US Presidential Election - now with under 30 days to go until the big day we revisit the names we find interesting and our related strategies. The theme of today's episode is "sometimes things get complicated". - How Trump hitting pause on stimulus talks could hurt weed stocks - Reflecting on how the market has recovered since the Mar...

In this episode we try to understand - why is Canada such a mess? Are we approaching an inflection point where things change? Is there a buying opportunity in Canada?  1. Who Cares? Why investors should pay attention to Canada 2. What Happened? How did we get here 3. Why did it happen? 4. Where are now? 5. Where are we headed? 6. Is it a buying opportunity? 7. What areas or indicators are we...

In this episode we delve into the concept of risk adjusted return when investing in cannabis: - What is Risk?  - How do we measure and think about risk? - What risks are specific to the Cannabis industry that investors need to watch out for? - Why is it so important to think about risk in this industry - Why valuation is one of the most important things to investors - Trulieve's PA Acquisitio...

In this episode we explore the benefits and challenges of chasing momentum or seeking value in the cannabis industry.  Topics: 1. Momentum Investing - What is it? - How do we find momentum opportunities  - How does it apply to the cannabis space and why does it matter 2. Value Investing - What is it? - What makes a good value investment - Examples of cannabis investments which are value...

In this episode we are joined by Nick Gastevich who is known on the forums as CannaVestments. He is known for deep cannabis knowledge, a keen analytical eye and being an all-around nice guy. Nick runs a family office along with his brother - they started in the industry in 2014 with an investment in Green Thumb. He joins us on this episode to do a deep dive on the "Green Chip" cannabis names which...

In this week's episode we are joined by Alan Brochstein of 420investor ( https://marketfy.com/product/420investor/ ) and New Cannabis Ventures ( https://www.newcannabisventures.com/ ). Alan (aka "The Maven") is one of the leading providers of original thought and analysis in the cannabis space. He runs 3 cannabis-only model portfolios on 420i and he joins us to talk about his investing philosophy...

In this episode we do a 2020 update to our "How to Invest in Weed Stocks" episode from 2019. A lot has changed in the year since and it's important to upgrade your game accordingly! We discuss how things have changed and the mindset you should have going forward. In this episode: 1. Understanding Risk in Cannabis Investing 2. What you should learn about  3. Advantages of learning 4. Understan...

In this week's episode we answer questions regarding the amazing performance of the large MSOs: - Are US MSOs better than the Canadian LPs?  - Why are they out performing? - Why the US is a better place for the cannabis sector - What makes a market successful for cannabis companies (Canada, California, Oregon vs Illinois, Florida & NJ) - Canopy vs GTI vs Trulieve - Are the US companies ov...

In this market update we revisit our concerns from the March COVID episode and the January Mass Extinction Event episode. We cover feeling bullish on cannabis (and why) as well as understanding why weed stocks are so hot (and if it makes any sense).

In this week's episode we are excited about acceleration of future legalization of cannabis in the US and we discuss trading and investing strategies for cannabis stocks. 1) Biden - Sanders Task Force Plan - How real is this? How does it play into the coming Democratic National Convention? - Social Justice reform, Police reform and change all accelerate cannabis legalization - DNC provides an oppo...

This episode we explore: Is Cannabis investing or Gambling? Whats the difference? Why does it matter? Examining your own behavior and changing it

We're finally back in the studio! This week we look forward at the various ways the US could legalize cannabis 1) Why You Should Care about US Legalization - US is the crown jewel of the international market - Over $12B USD in state-legal sales in 2019 (vs $1.2B CAD for Canada) - Huge capital available once NASDAQ & NYSE listings are available - US has higher prices, limited licenses and far l...

Market Update: COVID risk is growing rapidly but Cannabis is looking good - Broader market remains buoyed by Fed Support but valuations are stretched - COVID is accelerating across US and is a massive threat with exponential growth - Lack of political will to close down economy again; somehow wearing a mask has become a political issue - Relation to cannabis: do you look at the stats or listen to...

In this episode we dive into Medipharm Lab's Q1 2020 results which greatly disappointed the market - What's going on  with LABS? Why did it have such a drop off in revenue? - How does it compare to Valens? - Examining their recent $37M financing (good and bad) - How the slow 2.0 rollout is hurting the extraction industry - Why 2019 was such a good year for LABS - will it recover? - How will t...

In this episode we discuss strategies for taking advantage of the current bull market the Fed has created - The realization that the Fed will actively try to prevent the market from falling to prevent fear from dominating the market (as shown on Mon) - The market is likely to remain distorted which creates opportunities for investors - How do we play this bull market while being cautious about the...