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...

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...

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...

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 -...

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 -...

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...

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...

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...

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...

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...

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 -...

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 

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: - Sifting thru the rubble & Investing in a "bombed out" sector - Should cannabis investors give up? - Where...

In our first episode of the new year we explore the brutal price breakdown in December and ask ourselves - how did we get here? What went wrong? What can we learn and do differently? We also share thoughts about investing and opportunities for 2023 Happy 2023!

In a continuation of last week's episode we are back with Nick Gastevich (aka CannaVestments) to finish off our analysis of the big 5 MSOs. In this episode we discuss: - Listener Question: Where are the new buyers going to come from? - General thoughts on industry trends - Financial Analysis of our Final 2 MSOs - Final thoughts on the industry and 2023 Thanks to Nick for another great review to close out 2022. See you all in the new year! Connect with Nick: Twitter -...