#191 - Q4 2023 Financial Review of the Big 5 MSOs (ft. Nick Gastevich aka CannaVestments)
Description
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 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 -...
Published 11/13/24
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...
Published 10/30/24