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CIN Podcast에서 제공하는 콘텐츠입니다. 에피소드, 그래픽, 팟캐스트 설명을 포함한 모든 팟캐스트 콘텐츠는 CIN Podcast 또는 해당 팟캐스트 플랫폼 파트너가 직접 업로드하고 제공합니다. 누군가가 귀하의 허락 없이 귀하의 저작물을 사용하고 있다고 생각되는 경우 여기에 설명된 절차를 따르실 수 있습니다 https://ko.player.fm/legal.
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Cannabis Investing Network

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Manage series 2639158
CIN Podcast에서 제공하는 콘텐츠입니다. 에피소드, 그래픽, 팟캐스트 설명을 포함한 모든 팟캐스트 콘텐츠는 CIN Podcast 또는 해당 팟캐스트 플랫폼 파트너가 직접 업로드하고 제공합니다. 누군가가 귀하의 허락 없이 귀하의 저작물을 사용하고 있다고 생각되는 경우 여기에 설명된 절차를 따르실 수 있습니다 https://ko.player.fm/legal.
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
  continue reading

221 에피소드

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Cannabis Investing Network

34 subscribers

updated

icon공유
 
Manage series 2639158
CIN Podcast에서 제공하는 콘텐츠입니다. 에피소드, 그래픽, 팟캐스트 설명을 포함한 모든 팟캐스트 콘텐츠는 CIN Podcast 또는 해당 팟캐스트 플랫폼 파트너가 직접 업로드하고 제공합니다. 누군가가 귀하의 허락 없이 귀하의 저작물을 사용하고 있다고 생각되는 경우 여기에 설명된 절차를 따르실 수 있습니다 https://ko.player.fm/legal.
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
  continue reading

221 에피소드

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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/anandastrategy⁠ Hirsh'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…
 
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