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
The Cannabis Investing Network podcast is an exceptional resource for anyone looking to gain insightful and comprehensive knowledge about the cannabis industry and investing in it. Hosted by Manish and Abby, the podcast covers a wide range of topics, providing valuable insights from their own expertise as well as from guests in the industry.
One of the best aspects of this podcast is its ability to cover a variety of topics related to cannabis investing. Whether it's discussing market trends, analyzing specific companies, or exploring investment strategies, Manish and Abby offer a well-rounded perspective that keeps listeners informed and engaged. The inclusion of guest interviews also adds depth to the discussions, providing additional valuable insights from experts in the field.
Another great aspect of this podcast is the hosts' dedication to providing accurate and well-researched information. They invest time and effort into investigating the companies they discuss, ensuring that their listeners receive reliable analysis. This commitment brings a fresh perspective to the cannabis industry and helps investors make informed decisions.
While there are many positives about The Cannabis Investing Network podcast, one area that could be improved is the audio levels. At times, there may be mismatches in volume between hosts or guests, which can be a minor distraction. However, despite this small issue, the content itself remains excellent.
In conclusion, The Cannabis Investing Network podcast is highly recommended as a valuable resource for both beginners and experienced investors interested in the cannabis industry. With knowledgeable hosts who provide informative discussions on a variety of topics and their commitment to thorough research, this podcast offers unique insights that are hard to find elsewhere. It's an inspiring and educational platform that leaves listeners feeling inspired and well-informed about retail investing in the cannabis space.
After a WILD few weeks we have a jam packed episode with a detailed discussion of active trades, risk management and market predictions.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 joins us to discuss:- Bannana Republic: What's going on in today's markets?- What is Scott buying today?- What surprising asymmteric opportunties are interesting?- Portfolio Construction - Hemp vs Interstate vs MSOs- Where are we going?Thanks as always to Scott for a great conversationFollow Scott on Twitter @ https://twitter.com/srg444 Read Scott's Long Form Thoughts @https://scottrgrossman.substack.com/
We're back with the most anticipated episode of the year! In this year end financial review 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 biggest opportunity in Cannabis right now- Current market, hemp, portfolio sizing and which stocks we're currently buying- Cash flow, future growth & 280E benefits- Thoughts on MSOs valuations; financial metrics; balancing positives and negativesThanks to Nick for joining us and sharing his detailedanalysis as always!Connect with Nick:Twitter - https://twitter.com/CannaVestmentsLinkedIn - https://www.linkedin.com/in/nicholas-gastevich-75841346/Family Office Website - https://www.vginvests.com/
Hirsh joins us to discuss where we see potential in Cannabis going forward vs what other opportunities exist in the market.We discuss PA, Ohio, MN and federal change. We also mention many tickers including a few new ones!Connect with Hirsh:LinkedIn - https://www.linkedin.com/in/hirsh-jain/Twitter - https://twitter.com/anandastrategyHirsh's Website - https://anandastrategy.com/
We are back! After a brutal few weeks for cannabis investors we ask the question on everyone's mind - can Cannabis ever make a comeback? We discuss how cannabis compares to other sectors, where we are seeing the most opportunity, what needs to happen for cannabis to rally (and what other sectors have done the same) and share 3 top non-canna picks along with a cannabis investment idea. Big thanks to Dan for joining us to kick off 2025 with another great discussion Follow Dan / The Chart Guys On Twitter: https://twitter.com/ChartGuys The Chart Guys on Youtube: https://www.youtube.com/channel/UCnqZ2hx679DqRi6khRUNw2g Free Intro to TA course: https://www.chartguys.com/trading-courses/7/technical-analysis
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. We appreciate you listening and wish you a great holiday season. See you all next year!
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/
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 control the ZigZag brand and have made numerous investments across the cannabis supply chain. Scott joins us to discuss: - Re-Visiting the 2021 Cannabis Thesis - How have things changed? - How attractive is the industry? - Are the strong getting stronger? - How impactful are brands? - Where are we going? Thanks as always to Scott for a great conversation Follow Scott on Twitter @ https://twitter.com/srg444
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: https://twitter.com/jesseredmond On LinkedIn: https://www.linkedin.com/in/jesseredmond/ Water Tower cannabis research: https://www.watertowerresearch.com/sector/12 To be added to Water Tower's cannabis email distribution list, email jesse@watertowerresearch.com
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 also discuss the impacts on debt markets, real estate and other asset classes. Follow Anthony: Twitter: https://x.com/AnthonyConigli0 NLCP Website: https://www.newlake.com/
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: https://twitter.com/ChartGuys The Chart Guys on Youtube: https://www.youtube.com/channel/UCnqZ2hx679DqRi6khRUNw2g Free Intro to TA course: https://www.chartguys.com/trading-courses/7/technical-analysis
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 more unique insights 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://anandastrategy.com/
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-75841346/ Family Office Website - https://www.vginvests.com/
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: - Aaron's pre-cannabis background investing through the dot com crash and the 2008 financial crisis - How & Why Aaron pivoted from large MSOs to smaller names - Aaron's Top Picks: Glass House & Grown Rogue - Process for picking unloved names - Politics: Election season & S3 Thanks to Aaron for joining us for this episode Connect with Aaron: On Twitter - https://x.com/aaronvalue Mindset Capital Substack - https://mindsetvalue.substack.com/
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 and how the Kamala Catalyst could re-invigorate state level cannabis debate. Follow Hirsh's for more unique insights 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://anandastrategy.com/
In this episode we are joined by Pablo Zuanic of Zuanic & Associates. Pablo was a long time cannabis analyst at a leading investment bank before starting his own firm. He has published numerous pieces on key catalysts such as Rescheduling, Florida, Industry upside and coverage on many companies. In this episode we discuss: - Institutional Investment: what will it take? - Rescheduling: has the equation changed? - Key risks to the S3 process - How does the Biden/Trump/Harris question change the dynamic? - Will the market reward Ohio turning on? - Pablo's top picks Follow Pablo: Twitter - https://x.com/420Odysseus Z&A Website - https://zuanicgroup.com/
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 on how and when cannabis stocks may be able to escape their current trajectory and start on a "positive feedback loop". Follow Anthony: Twitter: https://x.com/AnthonyConigli0 NLCP Website: https://www.newlake.com/
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 with cannabis stocks? - How should rescheduling be priced? - Where are the best opportunities in cannabis? - M&A: Cansortium RIV + GTI Sam Adams - Who will be the marginal buyer? - Brands, Product Innovation and Consumer Preference - Hemp vs Cannabis Civil War - The Long Game: thinking about how "the end state" of cannabis will look Thanks as always to Scott for a great conversation Follow Scott on Twitter @ https://twitter.com/srg444
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 pass adult use? - How will Ohio impact the industry financially and politically? - Will Pennsylvania flip to Adult Use this year? - The Farm Bill: Delta 8, THCA and more 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://anandastrategy.com/
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 Youtube: https://www.youtube.com/channel/UCnqZ2hx679DqRi6khRUNw2g Free Intro to TA course: https://www.chartguys.com/trading-courses/7/technical-analysis
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 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-75841346/ Family Office Website - https://www.vginvests.com/
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? - Why cannabis investors should be VERY excited for the Florida opportunity & much more Huge thanks to Randy for joining us for this episode!
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 your risk level - Catalysts: How will possible seismic changes affect the investing landscape? o Where will big money gravitate towards - California Cannabis – what's interesting to look at? Thanks again to Jesse for joining us Connect with Jesse: On X: https://twitter.com/jesseredmond On LinkedIn: https://www.linkedin.com/in/jesseredmond/ Water Tower cannabis research: https://www.watertowerresearch.com/sector/12 To be added to Water Tower's cannabis email distribution list, email jesse@watertowerresearch.com
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 Cannabis in the UK - Rescheduling: How much upside could there be? Thanks to Will for joining us! Connect w/ Will: Website: www.artemisgrowth.com LinkedIn (corporate): https://www.linkedin.com/company/artemisgrowth/ LinkedIn (personal): https://www.linkedin.com/in
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 entries Thanks to Dan for joining us and sharing his perspective. Please check out his links below for great free content Follow Dan / The Chart Guys On Twitter: https://twitter.com/ChartGuys The Chart Guys on Youtube: https://www.youtube.com/channel/UCnqZ2hx679DqRi6khRUNw2g Free Intro to TA course: https://www.chartguys.com/trading-courses/7/technical-analysis Understanding Dilution Video: https://www.youtube.com/watch?v=ay7VFXFxHRM Priced-In Analysis Video: https://www.youtube.com/watch?v=RGL94mPHFJg
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://anandastrategy.com/
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.com/
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 including cash flow, taxes and debt Thank you to Robert for joining us for this discussion. Get in touch with Cansortium/Fluent @ https://investors.getfluent.com/
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 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
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 might differ - What to expect in 2024 - How operators and investors can position themselves ahead of these potential changes Thanks to Ryan for joining us for this in depth chat Connect with Ryan: On LinkedIn - https://www.linkedin.com/in/ryan-mao02211996/ Ryan's website - https://www.msomao.com/
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 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-75841346/ Family Office Website - https://www.vginvests.com/
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 - The most important valuation metrics - Federal movement: Rescheduling & SAFE - Upcoming SAFE Banking vote: are we too optimistic? - Equity Raises & Short Sellers - Social media's role in retail driven stocks & much more Follow Mike @ https://twitter.com/stock_mj MJ Stock Trader Website - https://mjstocktrader.com/
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/hirsh-jain/ Twitter - https://twitter.com/anandastrategy Hirsh's Website - https://anandastrategy.com/
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 his detailed analysis as always! Connect with Nick: Twitter - https://twitter.com/CannaVestments LinkedIn - https://www.linkedin.com/in/nicholas-gastevich-75841346/ Family Office Website - https://www.vginvests.com/
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, Columbia Care, Cresco, AYR, Ascend, Weedmaps, OGI and many more! Throughout this discussion we also touch on many of the industry's most pressing issues including profitability, uplisting, 280E and many other items. Thanks to Alan for joining us for a great discussion as always. Connect with Alan: 420investor on Seeking Alpha - https://seekingalpha.com/mp/1417-420-investor/articles Alan on Twitter - https://twitter.com/Invest420
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 much needed optimistic message that the best companies will survive and thrive through this extended rough patch. Many thanks to Colin for joining us and sharing his unique insight! Connect with Colin: LinkedIn - https://www.linkedin.com/in/usccolin/ Sharp Capital Website - https://www.sharpca.com/
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 Fallout mean for Cannabis? - Is there more pain ahead? - What are Investors asking about? - Is there any hope for Canada or California? - Eyes on Germany Legalization - Delta8 potentially being banned Thanks to Ev for joining us for a great chat! Connect with Everett On Linkedin - https://www.linkedin.com/in/everett-knight-cfa-54574759/https://www.linkedin.com/in/everett-knight-cfa-54574759/
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 Delta 8 and associated products? - Should investors and operators be worried about D8? - Are consumers in legal markets still buying hemp derived THC? - How are brands in cannabis succeeding? - What can MSOs do to stand out across markets? Thanks to Bethany for joining and sharing her insights with us! Contact Bethany: On LinkedIn - https://www.linkedin.com/in/bethanymurphygomez/ Brightfield Group Whitepapers - https://www.brightfieldgroup.com/resources
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_campaign=twitter THCO is Illegal - https://cannabusiness.law/thco-is-a-schedule-1-controlled-substance-says-dea/
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
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