Podcasts about ayr wellness

Send us a text In this episode, we sit down with Brendon Robinson, one half of the powerhouse duo behind Mudd Brothers—a fast-rising cannabis brand making major moves out of New Jersey. Brendon breaks down how he linked up with co-founder Stanley Okoro, why the team chose to go all-in on rosin instead of traditional flower, and the story behind their eye-catching championship belt. With their sights now set on Massachusetts, Mudd Brothers is proving that community, culture, and quality are a winning combo.  Support the show

It's not about planting flags anymore. It's about profitability.As the cannabis industry shifts from rapid growth at all costs to operational precision, hard decisions are being made.Which assets are sized properly? Where can we build a well-rounded, potentially profitable business given the realities of today's market? And how do we make the right calls for our teams while positioning for the world we're actually in—not the one we hoped for?Ayr Wellness is deep into this approach, actively sizing its business for today's environmentThis week we sit down with George DeNardo, President of Ayr Wellness, to discuss how Ayr is redefining success in cannabis:The shift from expansion to optimization: why less is moreData-driven decisions and automation tools Ayr is betting onWhy Ayr is still growing in Florida—and not waiting on the feds Chapters00:00 Introduction to George DiNardo and AYR Wellness03:05 Transitioning to President of AYR Wellness05:55 Operational Efficiency and Integration Challenges09:05 Data-Driven Decision Making in Cannabis11:57 Technology Adoption and Automation in Cannabis14:52 Balancing Investment in Technology and Operational Needs18:01 Facility Consolidation and Strategic Growth20:56 Future Plans for Expansion in Florida23:58 Navigating Florida's Cannabis Market Dynamics26:11 Quality Control and Brand Strategy in Cannabis28:16 Data Management and Crop Planning Efficiency30:35 The Importance of Internal Communication and Reporting33:10 Operational Challenges and Market Adaptation36:30 Leadership and Team Engagement in Cannabis38:31 Advice for New Entrepreneurs in the Cannabis Space40:45 The Value of Time Over Material Gifts42:43 Future Outlook for the Cannabis IndustryGuest Links:https://www.linkedin.com/in/georgedenardo/http://www.ayrwellness.comhttps://x.com/AyrWellnesshttps://www.linkedin.com/company/ayr-wellness-inc/Our Links:Bryan Fields on TwitterKellan Finney on TwitterThe Dime on TwitterAt Eighth Revolution (8th Rev), we provide services from capital to cannabinoid and everything in between in the cannabinoid industry.8th Revolution Cannabinoid Playbook is an Industry-leading report covering the entire cannabis supply chain The Dime is a top 5% most shared  global podcastThe Dime has a New Website. Shhhh its not finished.The Dime is a top 50 Cannabis PodcastSign up for our playbook here:

This week's show starts with a conversation about the large number of CEO replacements this year. Thus far, AYR Wellness, Ascend, Curaleaf, and The Cannabist all have new leadership. Jesse and Morgan discuss what's driving the changes and what makes a qualified cannabis CEO. Emily Paxhia, co-founder of Poseidon, joins 20 minutes into the episode live from Florida. She's been in Tallahassee and shared her perspective on the obstacles in getting Amendment 3 passed and potential hurdles with the implementation. We also dug into what it takes to succeed in Florida and the challenges and opportunities associated with mandatory vertical integration. Finally, Emily explains how what makes a good medical dispensary may not translate to adult use and how the state's over 130 million annual tourists impact the cannabis industry. 

The rescheduling process got extended with the announcement of the ALJ hearing on December 2nd. The show starts by discussing whether this is categorically bearish or if going through a more thorough process may yield a net benefit. Jesse and Morgan debate whether this impacts the broader thesis and the types of companies you should own. David Goubert, CEO of Ayr Wellness, joins the show about twenty minutes in and shares their perspective on the ALJ hearing. The conversation transitions into AYR's 2Q24 results and steps they can take to drive more revenue and boost margins. AYR operates 94 dispensaries, and 76 (80%) are in states that may soon transition to adult-use sales. David gives his thoughts on opportunities in Ohio, Pennsylvania, and Florida, where AYR operates 65 stores. Finally, the guys talk about the intoxicating hemp market and how AYR may approach this emerging category. 

This week's show starts with a recap of adult use making the ballot in Florida and what it may mean to the industry. Morgan shares his perspective after recently visiting the Sunshine State. We cover the pros can cons of the mandatory vertical market and opportunities for smaller companies like Sunburn to expand if adult use succeeds. Toby gives his thoughts on how Florida will expand the TAM and drive revenue, especially to the tier-one operators. AYR Wellness President and CEO David Goubert and VP of Public Engagement Rob Vanisko join twenty minutes into the episode. They offer AYR's perspective on getting on the ballot and review AYR's Florida assets. AYR also has significant exposure in Ohio and Pennsylvania and the team updates us on where we are in these respective processes and how the company is positioned in each state. Toby asks David how they are planning around Schedule III, and their current tax strategy. Finally, Morgan thanks the AYR for recently joining the Boises lawsuit and shares how others can contribute to this case. Of course, the show ends with another captivating Ask Grok segment. 

This week's episode is all about cannabis earnings season. The guys start by sharing their biggest takeaways from this quarter.  Companies are finally beating expectations, CEOs are increasingly confident about getting to Schedule III, and it's becoming clear which companies are more dependent on reform for success. AYR Wellness' CEO David Goubert joins for the second half of the show to review their most recent quarter. David explains the motivation and terms for the recent debt restructuring and how it gives AYR time to harvest potential upcoming adult-use opportunities in Ohio, Florida, and Pennsylvania. AYR has 89 stores, but only 15 are fully ramped adult-use locations. The conversation concludes with David sharing AYR's assets in these key assets and AYR's philosophy of hoping for the best but planning for the worst. We apologize for the technical issues in the first half of the episode. Higher Exchanges is recorded live on X and occasionally there are glitches with the technology. 

Jesse Redmond, Head of Cannabis at Water Tower Research, reports live from the Benzinga Cannabis Capital Conference in Chicago. Jon Levine, CEO of MariMed, joined us to discuss the steps the firm has taken to make 2023 such a successful year. He shares his thoughts on the recent political progress and gives us a preview of the firm's 2024 game plan. David Goubert, CEO of AYR Wellness, shares how his background in luxury retail has helped improve AYR's operations. We also touch on the major markets that may flip adult-use in 2024 and he shares his priorities as we enter the new year. Finally, Shane Johnson, Senior Vice President of InMed Pharmaceuticals, discusses its rare cannabinoid business. InMed acquired BayMedica and he explains how the businesses are complementary and what has been driving the firm's strong top-line growth. We also touch on its most popular products and how the firm is positioning for success in 2024.

Consumer Packaged Goods (CPG) is a commonly used term in the cannabis industry, encompassing brands and dispensaries. When it comes to luxury purchases, the entire experience and the emotions it evokes play a crucial role in evaluating customer satisfaction. Luxury brands can command premium prices due to their positioning and the inherent value associated with their products. While the cannabis industry is gradually moving towards establishing such premium price points, it requires a deep understanding of exceeding expectations at every customer touch point.Implementing and refining these strategic principles is a valuable endeavor. However, it presents significant challenges, including current marketing restrictions, limited capital resources, and the complex nature of establishing a consistent national brand identity in a market that operates on a localized basis.Applying and developing these strategic principles is a valuable undertaking but comes as a steep uphill challenge.This week we sit down with David Goubert, CEO of Ayr Wellness, to discuss the following:How AYR  is applying  luxury retail principlesImplementing realignment strategy and why certain assets didn't fitKey touchpoints in the customer journeyWhere Opportunities are in cannabis via marketing$AYRWFAbout:  David GoubertDavid Goubert is President and CEO of Ayr Wellness and is responsible for overseeing the Company's operational and commercial functions, including production, supply chain, retail, wholesale and marketing.Mr. Goubert joined Ayr from Neiman Marcus Group, one of the largest multi-brand retailers in the United States, where he helped lead the company through a transformation into one of the strongest retailers in the country. Most recently, he served as NMG's President and Chief Customer Officer, where he was responsible for the full P&L of the Neiman Marcus brand as well as all customer touchpoints.Prior to joining Neiman Marcus, Mr. Goubert spent 20 years at LVMH, the world's leading luxury consumer-products company. At LVMH, David served in a variety of capacities, including Senior Vice President of LVMH's Starboard Cruise Services subsidiary and 15 years leading manufacturing, supply chain, retail and general management at the company's flagship Louis Vuitton brand. Guest Links:LinkedInAyr Wellness: LinkedIn & TwitterFollow us: Our Links.At Eighth Revolution (8th Rev), we provide services from capital to cannabinoid and everything in between in the cannabinoid industry.8th Revolution Cannabinoid Playbook is an Industry-leading report covering the entire cannabis supply chain The Dime is a top 5% most shared  global podcast The Dime is a top 50 Cannabis Podcast Sign up for our playbook here:

Consumer Packaged Goods (CPG) is a commonly used term in the cannabis industry, encompassing brands and dispensaries. When it comes to luxury purchases, the entire experience and the emotions it evokes play a crucial role in evaluating customer satisfaction. Luxury brands can command premium prices due to their positioning and the inherent value associated with their products. While the cannabis industry is gradually moving towards establishing such premium price points, it requires a deep understanding of exceeding expectations at every customer touch point.Implementing and refining these strategic principles is a valuable endeavor. However, it presents significant challenges, including current marketing restrictions, limited capital resources, and the complex nature of establishing a consistent national brand identity in a market that operates on a localized basis.Applying and developing these strategic principles is a valuable undertaking but comes as a steep uphill challenge.This week we sit down with David Goubert, CEO of Ayr Wellness, to discuss the following:How AYR  is applying  luxury retail principlesImplementing realignment strategy and why certain assets didn't fitKey touchpoints in the customer journeyWhere Opportunities are in cannabis via marketing$AYRWFAbout:  David GoubertDavid Goubert is President and CEO of Ayr Wellness and is responsible for overseeing the Company's operational and commercial functions, including production, supply chain, retail, wholesale and marketing.Mr. Goubert joined Ayr from Neiman Marcus Group, one of the largest multi-brand retailers in the United States, where he helped lead the company through a transformation into one of the strongest retailers in the country. Most recently, he served as NMG's President and Chief Customer Officer, where he was responsible for the full P&L of the Neiman Marcus brand as well as all customer touchpoints.Prior to joining Neiman Marcus, Mr. Goubert spent 20 years at LVMH, the world's leading luxury consumer-products company. At LVMH, David served in a variety of capacities, including Senior Vice President of LVMH's Starboard Cruise Services subsidiary and 15 years leading manufacturing, supply chain, retail and general management at the company's flagship Louis Vuitton brand. Guest Links:LinkedInAyr Wellness: LinkedIn & TwitterFollow us: Our Links.At Eighth Revolution (8th Rev), we provide services from capital to cannabinoid and everything in between in the cannabinoid industry.8th Revolution Cannabinoid Playbook is an Industry-leading report covering the entire cannabis supply chain The Dime is a top 5% most shared  global podcast The Dime is a top 50 Cannabis Podcast Sign up for our playbook here:

Consumer Packaged Goods (CPG) is a commonly used term in the cannabis industry, encompassing brands and dispensaries. When it comes to luxury purchases, the entire experience and the emotions it evokes play a crucial role in evaluating customer satisfaction. Luxury brands can command premium prices due to their positioning and the inherent value associated with their products. While the cannabis industry is gradually moving towards establishing such premium price points, it requires a deep understanding of exceeding expectations at every customer touch point.Implementing and refining these strategic principles is a valuable endeavor. However, it presents significant challenges, including current marketing restrictions, limited capital resources, and the complex nature of establishing a consistent national brand identity in a market that operates on a localized basis.Applying and developing these strategic principles is a valuable undertaking but comes as a steep uphill challenge.This week we sit down with David Goubert, CEO of Ayr Wellness, to discuss the following:How AYR  is applying  luxury retail principlesImplementing realignment strategy and why certain assets didn't fitKey touchpoints in the customer journeyWhere Opportunities are in cannabis via marketing$AYRWFAbout:  David GoubertDavid Goubert is President and CEO of Ayr Wellness and is responsible for overseeing the Company's operational and commercial functions, including production, supply chain, retail, wholesale and marketing.Mr. Goubert joined Ayr from Neiman Marcus Group, one of the largest multi-brand retailers in the United States, where he helped lead the company through a transformation into one of the strongest retailers in the country. Most recently, he served as NMG's President and Chief Customer Officer, where he was responsible for the full P&L of the Neiman Marcus brand as well as all customer touchpoints.Prior to joining Neiman Marcus, Mr. Goubert spent 20 years at LVMH, the world's leading luxury consumer-products company. At LVMH, David served in a variety of capacities, including Senior Vice President of LVMH's Starboard Cruise Services subsidiary and 15 years leading manufacturing, supply chain, retail and general management at the company's flagship Louis Vuitton brand. Guest Links:LinkedInAyr Wellness: LinkedIn & TwitterFollow us: Our Links.At Eighth Revolution (8th Rev), we provide services from capital to cannabinoid and everything in between in the cannabinoid industry.8th Revolution Cannabinoid Playbook is an Industry-leading report covering the entire cannabis supply chain The Dime is a top 5% most shared  global podcast The Dime is a top 50 Cannabis Podcast Sign up for our playbook here:

Khari Edwards is an experienced leader in healthcare and government. During his 25 years of public service, Khari worked for several elected officials, non-profit organizations, and city agencies with a dedicated focus on strengthening communities by advocating and addressing racial, health, and civic disparities.He most recently ran for Brooklyn Borough President after serving 8 years as the Vice President of External Affairs at Brookdale Hospital Medical Center – the hospital's first Vice President of color. Khari has also served as the Brooklyn Council President for Make-A-Wish New York, where he led a two-year campaign to enlist volunteers to enroll over 400 wish granters for children in Brooklyn.As Ayr's Head of Corporate Responsibility, Khari is responsible for providing strategic leadership and advancing Ayr's commitment toward being a Force for Good by creating a culture of inclusion and providing avenues of opportunity in the cannabis industry.Advertising Inquiries: https://redcircle.com/brandsPrivacy & Opt-Out: https://redcircle.com/privacy

Khari Edwards is the Head of Corporate Relations at Ayr Wellness. Khari has spent over 25 years of his professional career in public and government service, working for several elected officials, non-profit organizations, and city agencies where he focused on strengthening communities by advocating and addressing racial, health and civic disparities.

Jordan Isenstadt, Senior Vice President, MarinoJordan heads Marino's cannabis, higher education, and public affairs practices. A former advisor to the New York State Senate and the New York State Governor'soffice, he has led award-winning strategic communications programs for a broad spectrum of clients, including cannabis brands, higher education institutions, and labor unions. Some client highlights include Etain Health, FlowerHire, Come Back Daily, Beak & Skiff, Canna-House, Hiller PC, the New York Cannabis Growers & Processors Association, Ayr Wellness, House of Puff, Poplar, engin, Happy Munkey, Shinnecock Hemp. He regularly contributes to various cannabis and policy media outlets offering public relations insights. Jordan was named a Cannabis Industry Power Player by PoliticsNY in 2022. He also founded the Cannabis Media Lab and sat on the Board of Advisors of the CBD and Cannabinoid Industry Association.https://twitter.com/MrIsenstadthttps://www.linkedin.com/in/mrisenstadt/

Buisness of Cannabis with David Skuy & Janine Yu and Jon Pollock, Sundrift - Rhonda Kratz, Ayr Wellness

Buisness of Cannabis with David Skuy & Janine Yu and Jon Pollock, Sundrift - Rhonda Kratz, Ayr Wellness

Jeff Finnerty is a CPG and Restaurant Industry Senior Executive with over 20 years of success in Marketing, Brand Building, Innovation, and Customer & Commercial Leadership. As Head of Marketing at Ayr, Jeff is responsible for overseeing the development and execution of all marketing and advertising strategies. Prior to Ayr, he served as the Head of Marketing & Sales for Grow Healthy, a Florida based cannabis operator. There he leveraged a commitment to a consumer-centric, data-driven approach to brand building, launching a variety of new products while overseeing a digital transformation that drove exponential revenue and profit growth. Before Cannabis, Jeff was instrumental in repositioning the Firehouse Subs brand, and developing a first time national, multi-channel marketing and advertising strategy as a Franchise Group President and leader of the Marketing Board of Directors. He spent the first 16 years of his career at The Coca-Cola Company and played key roles in the launching of brands like Coke Zero, Gold Peak Tea, Georgia Coffee and the innovative fountain dispensing platform Coca-Cola Freestyle.

Jeff Finnerty is the Chief Marketing Officer at Ayr Wellness. As Chief Marketing Officer at Ayr, Jeff is responsible for overseeing the development and execution of all marketing and advertising strategies. Prior to Ayr, he served as the Head of Marketing & Sales for Grow Healthy, a Florida based cannabis operator. Before Cannabis, Jeff was instrumental in repositioning the Firehouse Subs brand, and developing a first time national, multi-channel marketing and advertising strategy as a Franchise Group President and leader of the Marketing Board of Directors. He spent the first 16 years of his career at The Coca-Cola Company and played key roles in the launching of brands like Coke Zero, Gold Peak Tea, Georgia Coffee and the innovative fountain dispensing platform Coca-Cola Freestyle. ==================== Links and Mentions Twitter: https://twitter.com/AyrWellness LinkedIn: https://www.linkedin.com/company/ayr-wellness-inc/ Instagram: https://www.instagram.com/ayrwellness/ Facebook: https://www.facebook.com/profile.php?id=100063847440053 ==================== About Cannabinoid Connect Cannabis podcast about news, policies, tech trends, social justice, investing, cultivation, and the plant's environmental, economic and medicinal benefits. Website: https://cannabinoid-connect.com/ Spotify: https://open.spotify.com/show/06g2V0Jee6Gp71zhfJzVk5?si=Bnd8e9WnSOewLLC_nZqKTA Apple Podcasts: https://podcasts.apple.com/us/podcast/cannabinoid-connect/id1513621707 Google Podcasts: https://podcasts.google.com/?feed=aHR0cHM6Ly9jYW5uYWJpbm9pZGNvbm5lY3QubGlic3luLmNvbS9yc3M%3D YouTube: https://www.youtube.com/channel/UCNNoKid-G1uBCHCAxpZVRNA Twitter: https://twitter.com/canna__connect Instagram: https://www.instagram.com/cannabinoid_connect/ Facebook: https://www.facebook.com/CannabinoidConnect1

Tommy Chong returns to SOMETHIN' CRUNCHY to discuss reprising his role as Leo on That 90's Show, a quick update on The Last Cheech & Chong Movie, stories from his career in comedy, getting started with Cheech Marin, a game to guess if it's a weed strain or porn title, and more! Sponsored by: AYR Wellness 

Ep86: JJ discusses Ayr Wellness Inc, a fast-growing, vertically integrated U.S. multi-state cannabis operator. The Art of Value: https://anchor.fm/theartofvalue YouTube: https://www.youtube.com/channel/UCmlgXjiwAUNHyIS30dnIHBg Spotify: https://open.spotify.com/show/6I878RawBT9rwHnVUPPHSh?si=5c768532dda841a2 Twitter: https://twitter.com/theartofvalue Disclaimer: I am not a financial adviser. This content is for education and entertainment purposes only. Do your own analysis and/or seek professional financial help before making any investment decision. --- Send in a voice message: https://anchor.fm/theartofvalue/message

Ep86: JJ discusses Ayr Wellness Inc, a fast-growing, vertically integrated U.S. multi-state cannabis operator. The Art of Value: https://anchor.fm/theartofvalue YouTube: https://www.youtube.com/channel/UCmlgXjiwAUNHyIS30dnIHBg Spotify: https://open.spotify.com/show/6I878RawBT9rwHnVUPPHSh?si=5c768532dda841a2 Twitter: https://twitter.com/theartofvalue Disclaimer: I am not a financial adviser. This content is for education and entertainment purposes only. Do your own analysis and/or seek professional financial help before making any investment decision. --- Send in a voice message: https://anchor.fm/theartofvalue/message

We start with the latest quarterlies of Verano, AYR Wellness, Cresco Labs, Columbia Care, Curaleaf and Canopy Growth. Then talk about Aurora closing Sky/Anandia and their bought deal. Finally we discuss realistic changes that could be implemented to make the cannabis industry more business friendly in Canada.

Ayr Wellness serves customers best by learning who they are, why they use cannabis, and what we they do to elevate their experience through products and services. This deeper understanding gives way to invaluable insight and drives product innovation, a unique approach to retail, and better relationships in the communities they serve. Chairman and CEO Jon Sandelman joins Justin to discuss this fast-growing cannabis products brand.

Ayr Wellness serves customers best by learning who they are, why they use cannabis, and what we they do to elevate their experience through products and services. This deeper understanding gives way to invaluable insight and drives product innovation, a unique approach to retail, and better relationships in the communities they serve. Chairman and CEO Jon Sandelman joins Justin to discuss this fast-growing cannabis products brand.

Jonathan Sandelman is the chairman and CEO of Ayr Wellness, a growing vertically-integrated U.S. multi-state cannabis operator.As a 30-year Wall Street veteran, Jon has a history of delivering value to investors.. He previously served as president of Bank of America Securities, building its capital markets businesses through the early 2000s and growing the company beyond its roots as a consumer and corporate lender.Jon recognized that the cannabis sector has the potential to be the next major industry of our time and that led him to found Ayr Wellness, building it up from the first cannabis SPAC to one of the top U.S. multi-state operators in just two years. His success stems from his investment in Ayr's employees, customers, and communities, as well as his strong philosophy around the company's disciplined approach to capital and expansion. As Ayr continues to grow, Jon envisions the company leading the cannabis sector in profitability, governance and transparency, all beginning with the highest quality products that enrich the everyday lives of consumers with “wellness and wonder” benefits. Summary:08:10 - Limited license state & Vertical Integration09:35 - Interstate commerce VS state redundancies12:27 - Top talent during the Great Resignation15:57 - Pot Stocks VS ESG & SRI24:03 - Sin Stocks30:00 - The hippie VS Wall Street debate34:12 - Top revenue driversEpisode 930 The #TalkingHedge interviews Jon Sandelman Chairman, Chief Executive Officer at Ayr Wellness...https://youtu.be/xBIrvQuBbKU 

Are any public cannabis companies potential Leveraged Buyout (LBO) or Recap candidates?The recently announced Curaleaf (OTCQX: CURLF) acquisition of Bloom can be considered an LBO. The acquisition, valued at 8x 2021 EBITDA, included 6x EBITDA in seller notes as consideration.Neither Curaleaf nor its subsidiaries will guarantee the debt, which will only be by recourse to the equity and assets of Bloom.Only one company in Viridian Capital Advisors database- Red White & Bloom (OTCQX: RWYBF) appears to be trading low enough for a full buyout. Several other companies, however, appear to be capable of repurchasing a significant portion of their outstanding equity.AYR Wellness is the only company on the list that publicly announced a share repurchase program, with others appearing to be candidates. Seventeen other companies tracked do not have analyst estimates but may be potential candidates.Partial recaps may also be an attractive alternative means of providing cash to owners in private companies.The combination of languishing stock prices and more available and lower-cost debt could lead the cannabis industry in a direction few of us would have expected a year ago.Episode 873 The #TalkingHedge looks at Viridian Capital Advisors Chart of the Week...https://youtu.be/7uCXVKLKn8s

SPACS have been a significant part of the cannabis landscape since the late 2017 IPO of Cannabis Strategies Acquisition Corp, now AYR Wellness.   Twenty-three Cannabis SPAC IPOs have been completed for total proceeds of $4.24B: Of these, 5 SPACs with original IPO proceeds of $920M acquired non-cannabis businesses ranging from Wine to Space.   Eight representing initial IPO proceeds of $1.72B, merged with cannabis-related companies, and 10 representing original IPO proceeds of $1.60B are still either looking for deals ($1.2B) or have transactions pending ($.4B). California competitors in the group have been harshly punished.  In the 11 months since its de-SPAC transaction TPCO (OTC: GRAMF) is down 85.5% ( 88% annualized). Similarly, Glass House Brands (OTC: GLASF) in the less than six months since its de-SPAC is down 65.7% (73% annualized). Ironically, TPCO and GLASF were the two largest IPOs on the list at $575M and $402.5M, respectively. Most importantly, the most recent SPACs have had a less receptive market to use their stocks as acquisition currency. The group's performance may help explain why the most recent SPAC IPO, Canna-Global had to use a whole warrant in its $230M IPO last week. Episode 867 The #TalkingHedge looks at Viridian Capital Advisors chart of the week… https://youtu.be/KghzWiEANvw#AlternativeInvestors #CannabisIndustry #AngelInvestors #FamilyOffices #HighNetWorthInvestors #WealthManagers #PrivateBankers #FinancialAdvisors #PrivateEquity #VentureCapital #AssetManagers #fundmanagement #fundraising #cannabisinvesting #limitedpartners #growthcapital #acquisitions #Cannabis #CBD #VC #Capital #InvestmentBanking #cannabisBusiness #Investing #Trading #FinTech #RoboAdvisor #AltFinance

Culture of always doing what you say you're going to do.  Cannabis multi-state-operators (MSO's) are using many different strategies to become the dominant national player.  Ayr Wellness (OTCQX: AYRWF) CEO Jonathan Sandelman joins Dan Humiston to share some of the tactics he's used to build their company.   He talks about how the internal infrastructure that they built during the overpriced acquisitions frenzy is now helping them unlock hidden value in their acquisitions.  Produced by PodConX Raising Cannabis Capital - https://podconx.com/podcasts/raising-cannabis-capitalDan Humiston - https://podconx.com/guests/dan-humistonAyr Wellness - https://ayrwellness.com/Jonathan Sandelman - https://podconx.com/guests/jonathan-sandelman

We go over the latest quarterlies of Verano, Cresco Labs, AYR Wellness, Trulieve, Jushi and Planet 13. Then we discuss prices dropping in different states and what it means for interstate commerce. We move on to talk about analysists giving price targets or calling the bottom and why we don't. Finally we finish off by talking about the synthetic biology industry. 

For this week's episode, Jon Sandelman, the CEO of Ayr Wellness, joined the pod for an access-all-areas interview. Over the conversation, Jon takes us on his journey into cannabis, delving into how he set up a listed fund in Canada for US plant touching businesses, selecting companies for acquisition and setting a company culture across a diverse group of organisations.

Green Flower, founded by CEO Max Simon in 2014, is a training platform built for cannabis professionals. Ganjier is its cannabis sommelier certification program. The GF Institute is its newest effort, focused on cannabis workforce development - 30 leading companies including AYR Wellness and Cresco, are founding member brands. Developing standardized process to asses cannabis quality. The people problem in the industry. Learn more about your ad choices. Visit megaphone.fm/adchoices

We start by going over the quarterlies of Tilray, Aurora, High Tide. Fire & Flower, AYR Wellness and MedMen. Then move on to discuss Canopy buying Wana and Sundial acquiring Alcanna. We follow up by postulating if MSOs must pick between retail and manufacturing which might pick retail. Then we debrief on NYC Business of Cannabis conference and finish with discussing bad patents, good patents and the Cannabis Hyperemesis Syndrome patent.

Investing in Cannabis: Analyzing the Industry's Future with Jennifer Drake, Chief Operating Officer, AYR Wellness. David Feuerstein, Co-Founder & Partner, Feuerstein Kulick. Rob Sechrist, President, Pelorus. Emily Paxhia, Co-Founder & Managing Partner, Poseidon.Moderated by Matt Karnes, Founder, GreenWave Advisors.—————————————————————— Watch this video on YouTube: https://www.youtube.com/c/SALTTube/videosFor podcast transcripts and show notes, visit https://salt.org/salt-ny-librarySALT New York is a global thought leadership and networking forum at the intersection of finance, technology and public policy. Over the course of three days, leading investors, creators and thinkers will take the stage in support of SALT's mission: empowering big ideas. #SALTNY

Jonathan Sandelman is the Chairman, CEO and Corporate Secretary at Ayr Wellness, an expanding vertically integrated, U.S. multi-state cannabis operator, focused on delivering the highest quality cannabis products and customer experience throughout its footprint.

In this episode of Seed to CEO, Ayr Wellness' Jonathan Sandelman floats tips and insights for building a national MSO. Jonathan talks with MJBiz CEO Chris Walsh about his ambitious goal - being the largest-scale producer of high-quality flower - and how he plans to achieve it. Jonathan shares his insights on: Where he sees the best and biggest opportunities for the industry. How Ayr has managed to become cash-flow positive in less than three years while many other firms are still struggling. His strategy for making successful acquisitions. Who is Jonathan Sandelman? Jonathan is the chair and CEO of Ayr Wellness, a vertically integrated MSO operating in eight states. A mathematician at his core, Sandelman started his 30-year financial career managing derivatives and arbitrage at Salomon Brothers and then Bank of America Securities, where he served as president. He later founded and led his own multibillion-dollar asset management firm, Sandelman Partners. In addition to his current role at Ayr, Jonathan manages his privately held family office, Mercer Park.

In this episode of Seed to CEO, Ayr Wellness' Jonathan Sandelman floats tips and insights for building a national MSO. Jonathan talks with MJBiz CEO Chris Walsh about his ambitious goal - being the largest-scale producer of high-quality flower - and how he plans to achieve it. Jonathan shares his insights on: Where he sees the best and biggest opportunities for the industry. How Ayr has managed to become cash-flow positive in less than three years while many other firms are still struggling. His strategy for making successful acquisitions. Who is Jonathan Sandelman? Jonathan is the chair and CEO of Ayr Wellness, a vertically integrated MSO operating in eight states. A mathematician at his core, Sandelman started his 30-year financial career managing derivatives and arbitrage at Salomon Brothers and then Bank of America Securities, where he served as president. He later founded and led his own multibillion-dollar asset management firm, Sandelman Partners. In addition to his current role at Ayr, Jonathan manages his privately held family office, Mercer Park.

We go over the latest quarterlies of High Tide, Fire & Flower, Hexo, Canopy Growth, Auxly, AYR Wellness, Slang Worldwide and Cresco Labs. Then we discuss Cronos miss on their biosynthesis cost structure, Speakeasy pivoting to psychedelics and extraction, its cost and associated intellectual property. We finish off by talking about if Canadian retail sales leveling off.  

We are joined by a special guest, Andrew Semple from Echelon Wealth Partners. Andrew was recently highlighted as the top performing analyst on Bay St by the Globe and Mail. He's a fundamental investor at heart and finds value in growth stocks. In this episode we gain insights on federal reform, select limited license states and US MSO's. As well we gain insights on how Semple begins an analysis on a specific market. Companies mentioned: AYR Wellness, Columbia Care, Curaleaf, GTI, Jushi, Trulieve, Verano. Links to Andrew's Research: · Click here for Andrew's Weekly Summary June 11, 2021 Link to Andrew's analyst disclaimer - https://drive.google.com/file/d/1Qc3gGCQQjDVuxi3xKE_qF6wxVEP-_HBM/view?usp=sharing

Welcome to the first episode of Buffetting with Kass and Mitch. Whether you are just starting out on your investing journey or are a fellow Buffett and Munger nerd looking for interesting topics and honest discussions, then this podcast might float your boat...in a great moat! (yes we are dorks)In this episode, we discuss the basis of how we invest our capital in the stock market, including some ground rules and principles we live by. With traditional value investing as our framework we touch on:- Retail investors in today's market- Looking for growth with a capped downside- Finding your edge- A brief summary of our AYR Wellness investment in the US cannabis sector (26-35 min)- Some entertaining thoughts on Bitcoin (36-44 min)We hope you enjoy our first discussion and look forward to sharing more entertaining and (hopefully!) helpful content with you in 2021 and beyond. For more content you can find us on the links below:Twitter:@mitch_dol @kassia_dolYoutube:"Buffetting with Kass & Mitch"FB/Insta:@buffettingkassmitchAlways remember - We are not your financial advisors and none of our content should be used as investment advice. We are private investors and all comments are our personal opinions.

Benzinga's Cannabis Capital Conference Kicks off on April 20th at the Fontainebleau Miami Beach. Over $500 Million in deals have been done at this conference! C-Suites from Curaleaf, Tilray, Canopy Growth and many more will be there! DO NOT miss the opportunity to be in that room! Use promo code SHOWS30 for 30% off your tickets.Sharp Capital is focused exclusively on the unique opportunities and challenges facing companies in the cannabis sector as they navigate rapidly-evolving capital markets.Benzinga's Cannabis Insider is a live weekly show for cannabis and retail investors where we share with you the major cannabis news, stocks and exclusive interviews!Today's Guest:Colin Campbell: Managing Director - Sharp Capital Advisorshttps://www.sharpca.com/John Sandelman: Chairman & CEO - AYR Wellness $AYRWFhttps://ayrwellness.com/Meet The Hosts:Elliot Lanehttps://www.twitter.com/ElliotLane10Support this podcast at — https://redcircle.com/benzinga-cannabis-hour/donationsAdvertising Inquiries: https://redcircle.com/brandsPrivacy & Opt-Out: https://redcircle.com/privacy