Cannabis Investing Network

Dec 04 2024 219 ep. 66 mins 68
Cannabis Investing Network Podcast artwork

2 Private Cannabis Investors share thoughts, analysis and opinions on the ups and downs of the rapidly changing Cannabis Investing landscape. For Investors By Investors

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#207 - What's Next for Florida and The Cannabis Industry? (ft. Real Estate Randy)

Dec 04 2024 61 mins  
The final episode of 2024! Real Estate Randy joins us for a humbling conversation on the future of Florida operators, the industry at large and where we see investing (and trading) opportunities (inside and outside of cannabis). Despite the brutality investors have been through in cannabis there are some potential brightspots especially in the context of a raging bull market. W

#206 - What Did We Miss? (ft. Hirsh Jain of Ananda Strategy)

Nov 13 2024 76 mins  
In this episode we are joined by Hirsh Jain for a sober reflection of what happened on Election Night. We discuss what went wrong, what we learned and what this means for the future of the industry. Connect with Hirsh: LinkedIn - ⁠https://www.linkedin.com/in/hirsh-jain/⁠ Twitter - ⁠https://twitter.com/anandastrategy⁠ Hirsh's Website - ⁠https://anandastrategy.com/

#205 - How Attractive are Cannabis Stocks? (ft. Scott Grossman of Turning Point Brands)

Oct 30 2024 66 mins  
In this episode we are joined by Scott Grossman of Turning Point Brands (TPB on the NYSE). Scott is fresh off his latest "Sunday Sesh" where he shares a variety of thoughts on the state of the cannabis industry. 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 cont

#204 - Is Cannabis Cheap vs Other Value Sectors? (ft. Jesse Redmond of Water Tower Research)

Oct 16 2024 69 mins  
In this episode we are joined by Jesse Redmond of Water Tower Research who is fresh off of Chicago Benzinga. Jesse has a unique background as a former hedge fund manager AND a cannabis dispensary operator. We discuss many of the out of favour sectors in today's markets and compare and contrast them to cannabis Thanks again to Jesse for joining us Connect with Jesse: On X: ⁠http

#203 - Rate Cuts & Politics will help Cannabis Stocks Recover (ft. Anthony Coniglio, CEO of NewLake REIT)

Oct 02 2024 61 mins  
In this episode we are joined by Anthony Coniglio, CEO of NewLake Capital Partners (NLCP) to discuss how the upcoming election, fed rate cuts and other catalysts will impact the cannabis investing landscape. We discuss how may be in the early stages of a recovery driven by macro factors and how 2025 may have several key catalysts lining up nicely for the cannabis industry. We als

#202 - Trade or Hold Cannabis Stocks into the Election? (ft. Charting Man Dan of The Chart Guys)

Sep 18 2024 57 mins  
In this episode we are joined by Dan from The Chart Guys to discuss cannabis investing vs strategies heading into the November election. We compare game plans and discuss how Dan thinks about Florida Rec, Rescheduling and potential campaign discussions about cannabis. Big thanks to Dan for joining us for another great discussion. Follow Dan / The Chart Guys On Twitter: ⁠⁠⁠

#201 - Trump & Cannabis: Florida & Rescheduling (ft. Hirsh Jain of Ananda Strategy)

Sep 03 2024 68 mins  
In this episode we discuss how Trump's recent comments towards Florida's "Yes on 3" campaign could be the start of something larger heading into November We discuss potential impact to Florida, Rescheduling, the General Election & more. We also react to the disappointing delay of rescheduling an discuss what it means for the sector. Follow Hirsh's for mor

#200 - Q2 2024 Financial Review of the Big 5 MSOs (ft. Nick Gastevich aka CannaVestments)

Aug 21 2024 139 mins  
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 joini

#199 - Finding Unique Winners in Cannabis & Recessions (ft. Aaron Edelheit of Mindset Capital)

Aug 07 2024 73 mins  
In this episode we are joined by Aaron Edelheit of Mindset Capital. Aaron runs a cannabis dedicated fund which pivoted from investing in large MSOs to focusing on unique small cap names. Although cannabis has been in a brutal bear market some of Aaron's largest contrarian investments in Glass House and Grown Rogue have had phenomenal returns. In this episode we discuss: - Aa

#198 - The Kamala Catalyst is Coming for Cannabis...(ft. Hirsh Jain of Ananda Strategy)

Jul 21 2024 65 mins  
In this episode (recorded Friday, July 19th) we discuss how the possibility (now certainty) of Joe Biden dropping out of the race could be a HUGE catalyst for cannabis stocks We discuss the "Kamala Catalyst" and how this could play out over the coming weeks and months as we head into November 2024. We also discuss rate cuts, the small cap rally, who could beat Trump an