Player FM - Internet Radio Done Right
34 subscribers
Checked 27d ago
Added five years ago
Content provided by CIN Podcast. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by CIN Podcast or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.
Player FM - Podcast App
Go offline with the Player FM app!
Go offline with the Player FM app!
Cannabis Investing Network
Mark all (un)played …
Manage series 2639158
Content provided by CIN Podcast. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by CIN Podcast or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://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
220 episodes
Mark all (un)played …
Manage series 2639158
Content provided by CIN Podcast. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by CIN Podcast or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://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
220 episodes
كل الحلقات
×C
Cannabis Investing Network
![Cannabis Investing Network podcast artwork](/static/images/64pixel.png)
1 #208 - Will Cannabis Stocks Ever Recover? (ft. Charting Man Dan of The Chart Guys) 1:02:50
1:02:50
Play Later
Play Later
Lists
Like
Liked1:02:50![icon](https://imagehost.player.fm/icons/general/red-pin.svg)
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…
C
Cannabis Investing Network
![Cannabis Investing Network podcast artwork](/static/images/64pixel.png)
1 #207 - What's Next for Florida and The Cannabis Industry? (ft. Real Estate Randy) 1:01:48
1:01:48
Play Later
Play Later
Lists
Like
Liked1:01:48![icon](https://imagehost.player.fm/icons/general/red-pin.svg)
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!…
C
Cannabis Investing Network
![Cannabis Investing Network podcast artwork](/static/images/64pixel.png)
1 #206 - What Did We Miss? (ft. Hirsh Jain of Ananda Strategy) 1:16:30
1:16:30
Play Later
Play Later
Lists
Like
Liked1:16:30![icon](https://imagehost.player.fm/icons/general/red-pin.svg)
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/…
C
Cannabis Investing Network
![Cannabis Investing Network podcast artwork](/static/images/64pixel.png)
1 #205 - How Attractive are Cannabis Stocks? (ft. Scott Grossman of Turning Point Brands) 1:06:07
1:06:07
Play Later
Play Later
Lists
Like
Liked1:06:07![icon](https://imagehost.player.fm/icons/general/red-pin.svg)
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…
C
Cannabis Investing Network
![Cannabis Investing Network podcast artwork](/static/images/64pixel.png)
1 #204 - Is Cannabis Cheap vs Other Value Sectors? (ft. Jesse Redmond of Water Tower Research) 1:09:23
1:09:23
Play Later
Play Later
Lists
Like
Liked1:09:23![icon](https://imagehost.player.fm/icons/general/red-pin.svg)
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…
C
Cannabis Investing Network
![Cannabis Investing Network podcast artwork](/static/images/64pixel.png)
1 #203 - Rate Cuts & Politics will help Cannabis Stocks Recover (ft. Anthony Coniglio, CEO of NewLake REIT) 1:01:22
1:01:22
Play Later
Play Later
Lists
Like
Liked1:01:22![icon](https://imagehost.player.fm/icons/general/red-pin.svg)
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/…
C
Cannabis Investing Network
![Cannabis Investing Network podcast artwork](/static/images/64pixel.png)
1 #202 - Trade or Hold Cannabis Stocks into the Election? (ft. Charting Man Dan of The Chart Guys) 57:29
57:29
Play Later
Play Later
Lists
Like
Liked57:29![icon](https://imagehost.player.fm/icons/general/red-pin.svg)
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…
C
Cannabis Investing Network
![Cannabis Investing Network podcast artwork](/static/images/64pixel.png)
1 #201 - Trump & Cannabis: Florida & Rescheduling (ft. Hirsh Jain of Ananda Strategy) 1:08:20
1:08:20
Play Later
Play Later
Lists
Like
Liked1:08:20![icon](https://imagehost.player.fm/icons/general/red-pin.svg)
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/…
C
Cannabis Investing Network
![Cannabis Investing Network podcast artwork](/static/images/64pixel.png)
1 #200 - Q2 2024 Financial Review of the Big 5 MSOs (ft. Nick Gastevich aka CannaVestments) 2:19:25
2:19:25
Play Later
Play Later
Lists
Like
Liked2:19:25![icon](https://imagehost.player.fm/icons/general/red-pin.svg)
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/ …
C
Cannabis Investing Network
![Cannabis Investing Network podcast artwork](/static/images/64pixel.png)
1 #199 - Finding Unique Winners in Cannabis & Recessions (ft. Aaron Edelheit of Mindset Capital) 1:13:38
1:13:38
Play Later
Play Later
Lists
Like
Liked1:13:38![icon](https://imagehost.player.fm/icons/general/red-pin.svg)
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/…
C
Cannabis Investing Network
![Cannabis Investing Network podcast artwork](/static/images/64pixel.png)
1 #198 - The Kamala Catalyst is Coming for Cannabis...(ft. Hirsh Jain of Ananda Strategy) 1:05:58
1:05:58
Play Later
Play Later
Lists
Like
Liked1:05:58![icon](https://imagehost.player.fm/icons/general/red-pin.svg)
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/…
C
Cannabis Investing Network
![Cannabis Investing Network podcast artwork](/static/images/64pixel.png)
1 #197 - Catalysts & Upside are coming to Cannabis (ft. Pablo Zuanic of Zuanic & Associates) 1:01:50
1:01:50
Play Later
Play Later
Lists
Like
Liked1:01:50![icon](https://imagehost.player.fm/icons/general/red-pin.svg)
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/…
C
Cannabis Investing Network
![Cannabis Investing Network podcast artwork](/static/images/64pixel.png)
1 #196 - Can Cannabis Stocks Break the Negative Feedback Loop? (ft. Anthony Coniglio, CEO of NewLake REIT) 1:13:18
1:13:18
Play Later
Play Later
Lists
Like
Liked1:13:18![icon](https://imagehost.player.fm/icons/general/red-pin.svg)
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/…
C
Cannabis Investing Network
![Cannabis Investing Network podcast artwork](/static/images/64pixel.png)
1 #195 - New Cannabis Investors are Coming (ft. Scott Grossman of Turning Point Brands) 1:13:11
1:13:11
Play Later
Play Later
Lists
Like
Liked1:13:11![icon](https://imagehost.player.fm/icons/general/red-pin.svg)
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…
C
Cannabis Investing Network
![Cannabis Investing Network podcast artwork](/static/images/64pixel.png)
1 #194 - Predictions: Cannabis Rescheduling, Florida, & Elections (ft. Hirsh Jain of Ananda Strategy) 1:05:58
1:05:58
Play Later
Play Later
Lists
Like
Liked1:05:58![icon](https://imagehost.player.fm/icons/general/red-pin.svg)
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/…
Welcome to Player FM!
Player FM is scanning the web for high-quality podcasts for you to enjoy right now. It's the best podcast app and works on Android, iPhone, and the web. Signup to sync subscriptions across devices.