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 for joining us and sharing his detailed analysis as always! Connect with Nick: Twitter - ⁠https://twitter.com/CannaVestments⁠ LinkedIn - ⁠https://www.linkedin.com/in/nicholas-gastevich-75 ..read more

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 - How he expects the market to change leading up to the Ballot - Where are the untapped opportunities in the state - Why opening stores will get harder - Which operators Randy likes - M&A: Who's ripe for acquisition ..read more

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 Doug Kass rumour? - Kamala, Fat Joe & Election predictions - Earnings: How did Tier 1 MSOs perform? o How did smaller operators perform? - Game Plan: what names you should consider depending on ..read more

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 just happened in Germany? - How will the current market change? - Which companies will benefit the most? - How will Germany change the EU's view on Cannabis - Potential future uplisting for Legal Canna ..read more

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 perspective on the charts. In this episode we discuss: - The Rescheduling Game Plan for 2024 - Buying MSOS vs Underlying OTC names - Deciding when to buy and sell - Florida Rec: how a trader evaluates names and ..read more

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 into the intersection of cannabis and politics. Connect with Hirsh: LinkedIn - ⁠https://www.linkedin.com/in/hirsh-jain/⁠  Twitter - ⁠https://twitter.com/anandastrategy⁠ Hirsh's Website - ⁠https://anandas ..read more

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, Florida & SAFER - Big risks no one is talking about - Personal investment strategies for 2024 & much more Follow Mike @ ⁠https://twitter.com/stock_mj⁠ MJ Stock Trader Website - ⁠https://mjstocktrader.co ..read more

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 in the company - Florida Adult Use on the 2024 Ballot - Price Wars: how price compression has impacted Florida - M&A: how does management think about the company's future - Financial Performance ..read more

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 ..read more

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 developments in 2023, his thesis around "Kinetic Energy" building in the industry, how investors should be looking at companies and much more. Follow Scott on Twitter @ ⁠https://twitter.com/srg444  ..read more