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Cannabis Investing Network

Cannabis Investing Network

By CIN Podcast

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
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#140 - Takeaways from Benzinga Miami 2022

Cannabis Investing NetworkMay 04, 2022

00:00
01:07:18
#189 - Focus on Cannabis Earnings + Catalysts (ft. Jesse Redmond of Water Tower Research)
Mar 20, 202401:18:34
#188 - Deepdive on German Cannabis (ft. Will Muecke, Co-Founder of Artemis Growth Partners)
Mar 06, 202401:22:20
#187 - How To Trade Cannabis Stocks in 2024 (ft. Charting Man Dan of The Chart Guys)
Feb 21, 202401:04:39
#186 - Cannabis, Politics & Election Season (ft. Hirsh Jain of Ananda Strategy)
Feb 07, 202401:18:13
#185 - What's Next for Cannabis Investors? (ft. MJ Stock Trader)
Jan 24, 202401:07:00
#184 - Cansortium CEO: Fluent in Florida Cannabis (ft. Robert Beasley, CEO of Cansortium)
Jan 10, 202401:03:29
#183 - The 2024 Game Plan for Cannabis Investing

#183 - The 2024 Game Plan for Cannabis Investing

The final episode of 2023!


In this episode we recap what happened this year and paint the picture of our investing game plan for 2024


In this episode:

- Recapping 2023 for Cannabis & General investing

- The potential macro backdrop for 2024

- The biggest 2024 Catalysts for Cannabis

- The game plan for making the most of 2024


Thank you all and see you in 2024!

Dec 13, 202301:10:44
#182 - The State of the Cannabis Industry

#182 - The State of the Cannabis Industry

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

Nov 29, 202356:27
#181 - Cannabis Stocks are Mispriced Options (ft. Scott Grossman of Turning Point Brands)
Nov 15, 202301:11:01
#180 - Rescheduling Cannabis Deepdive & Predictions (ft. Ryan Mao, COO of Solar Cannabis)

#180 - Rescheduling Cannabis Deepdive & Predictions (ft. Ryan Mao, COO of Solar Cannabis)

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 of these potential changes


Thanks to Ryan for joining us for this in depth chat


Connect with Ryan:

On LinkedIn - https://www.linkedin.com/in/ryan-mao02211996/

Ryan's website - https://www.msomao.com/

Nov 01, 202301:02:07
#179 - Q2 Financial Review of the Big 5 MSOs (ft. Nick Gastevich aka CannaVestments)
Oct 18, 202301:59:30
#178 - The 2 Things Cannabis Investors Need to Succeed

#178 - The 2 Things Cannabis Investors Need to Succeed

In this episode we discuss higher yields, repricing risk, SAFER Banking and coming to your own conclusions

Oct 04, 202301:06:30
#177 - Many Catalysts Still to Come (ft. MJ Stock Trader)
Sep 20, 202301:21:25
#176 - How High Can Cannabis Get? - Sept 2023 Market Update

#176 - How High Can Cannabis Get? - Sept 2023 Market Update

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.

Sep 06, 202301:00:10
#175 - Cannabis Posting Sneaky Good Earnings

#175 - Cannabis Posting Sneaky Good Earnings

The boys of summer are back to talk about earnings season

Aug 23, 202301:06:05
REPLAY - #162 - 5 Key Things To Watch in 2023

REPLAY - #162 - 5 Key Things To Watch in 2023

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

Aug 09, 202301:19:31
#174 - The Case for Owning Cannabis Stocks

#174 - The Case for Owning Cannabis Stocks

In this episode we go through the investment case for why owning cannabis stocks may be better risk/reward than the market is signalling

Jul 26, 202357:16
#173 - Focus on State Level Cannabis Progress (ft. Hirsh Jain of Ananda Strategy)
Jul 12, 202301:18:44
#172 - Does Anyone Care About Cannabis Stocks?

#172 - Does Anyone Care About Cannabis Stocks?

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?

Jun 28, 202301:01:11
#171 - Cannabis is a Contrarian Play

#171 - Cannabis is a Contrarian Play

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?



Jun 14, 202355:08
#170 - Q4 + Q1 2023 Financial Review of the Big 5 MSOs (ft. Nick Gastevich aka CannaVestments)
May 31, 202301:58:52
#169 - Are Cannabis Stocks Interesting Again?

#169 - Are Cannabis Stocks Interesting Again?

Despite SAFE Banking Disappointment we discuss why there are some green shoots in cannabis investing worth paying attention to

May 17, 202301:02:40
#168 - This Time is Different ? Right ? - May 2023 Market Update

#168 - This Time is Different ? Right ? - May 2023 Market Update

Are you ready to get hurt again?


In this episode we discuss SAFE Banking, a confusing macro environment, recession fears and industry trends

May 03, 202301:01:52
#167 - Ticker by Ticker Cannabis Analysis (ft. Alan Brochstein of 420 Investor)
Apr 19, 202301:15:03
#166 - CannaTech is a Long-Term Winner (ft. Colin Campbell of Sharp Capital Advisors)
Apr 05, 202301:14:00
#165 - What's the Next Catalyst for Cannabis? (ft. Everett Knight of Valens)
Mar 22, 202301:17:10
#164 - Delta 8: Threat or Opportunity? (ft. Bethany Gomez of Brightfield Group)
Mar 08, 202301:05:59
#163 - Disrupting Investor Psychology - Feb 2023 Market Update
Feb 22, 202301:12:12
#162 - 5 Key Things To Watch in 2023
Feb 08, 202301:19:31
#161 - Where's the Opportunity in Cannabis? (ft. Scott Grossman of Turning Point Brands)
Jan 25, 202301:30:30
#160 - New Lows: How Did We Get Here?

#160 - New Lows: How Did We Get Here?

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!

Jan 11, 202301:19:03
#159 - Part 2: Financial Review of the Big 5 MSOs (ft. Nick Gastevich aka CannaVestments)
Dec 28, 202201:23:05
#158 - Q2 + Q3 2022 Financial Review of the Big 5 MSOs (ft. Nick Gastevich aka CannaVestments)
Dec 21, 202201:26:09
#157 - Capital Flows in Cannabis & SAFE Banking (ft. Sayshu of MM Fund)
Dec 07, 202201:31:12
#156 - All or Nothing for SAFE Banking & Post Election Discussion

#156 - All or Nothing for SAFE Banking & Post Election Discussion

In this episode we are discussing all things political & SAFE Banking

- Election Results and what this means for Cannabis

- SAFE Banking in Lame Duck

- Broader Market predictions for 2023

- Strategies around SAFE and risk management

Nov 23, 202201:25:49
#155 - Germany vs US Cannabis Investing (ft. Will Muecke, Co-Founder of Artemis Growth Partners)
Nov 16, 202201:55:46
#154 - Election Day 2022 - Cannabis, Politics & Regulators
Nov 08, 202201:28:22
#153 - Big Upside Ahead from Biden's Cannabis Actions - Oct 2022 Market Update
Oct 26, 202201:16:14
#152 - Can Cannabis Stocks Breakout? (ft. Charting Man Dan of The Chart Guys)
Oct 12, 202201:01:19
#151 - What's the Right Price for Cannabis Stocks?
Oct 05, 202201:03:52
#150 - What's Next for Weed Stocks?

#150 - What's Next for Weed Stocks?

In this episode we dig deep into the fundamentals and narrative surrounding the industry, analyzing the past and making some somber predictions for the future.


We break our discussion into several parts:

1. History - how we got here and what we learned

2. The Transitional Phase we are currently in

3. Looking Forward - how we see the industry progressing from here


We look at cannabis fundamentals in relation to capital availability, macro conditions and supply side considerations.


Sep 21, 202201:14:09
#149 - When to Sell? (ft. Sayshu of MM Fund)
Sep 07, 202201:22:59
#148 - Stay Skeptical - Aug 2022 Market Update

#148 - Stay Skeptical - Aug 2022 Market Update

We're back! In this market update we cover a wide variety of topics including:

- Broader Market Rally (or headfake?) (Recession meme link)

- Consumer Spending & Inflation

- Short term market strategy

- Cannabis Q2 earnings

- SAFE Banking and Political Winds shifting

- Brittney Griner and Biden's Hypocrisy 

- Florida Rec 2024 Campaign

Aug 10, 202259:02
#147 - Q4 + Q1 Financial Review of the Big 5 MSOs (ft. Nick Gastevich aka CannaVestments)
Jul 20, 202202:25:47
#146 - Markets in Price Re-Discovery Mode

#146 - Markets in Price Re-Discovery Mode

In this episode the boys are back to discuss the macro picture, interest rates, inflation and the importance of recalibrating expectations. We discuss strategy, outlook and why we think cannabis is actually looking pretty good in comparison to other parts of the market.

Jun 29, 202201:06:31
#145 - Trulieve: Scale, Efficiency & Customer Obsession (ft. Kim Rivers, CEO of Trulieve Cannabis)
Jun 15, 202258:06
#144 - Finding Value in Cannabis Stocks (ft. Whitney Tilson of Empire Research)
Jun 08, 202201:14:34
#143 - Ascend: Moving Fast to Win Deals (ft. Frank Perullo, Co-Founder of Ascend Wellness)

#143 - Ascend: Moving Fast to Win Deals (ft. Frank Perullo, Co-Founder of Ascend Wellness)

In this episode we are joined by Frank Perullo of Ascend Wellness. Frank is a Co-Founder of AWH and currently serves as President and Chief Strategy Officer.

We Discuss:

- Frank’s Background in Regulatory Affairs

- Early Days of being a Cannabis Consultant in MA

- Working with GTI, Tilt, Ianthus, Acreage along with mom & pop operators

- Why is it so Difficult to Open a Dispensary in MA?

- Genesis: Meeting Abner and Creating Ascend

- Moving Fast: Why Ascend was able to win the Friend St Store in Boston

- IL: Buying a Distressed Cultivation Asset

- Deciding to Double Stack to be ready for Adult Use

- NJ: Doing a Deal after Everyone Had Looked at it

- Ground Game: Finding Great Retail Locations by Knocking on Doors

- How’s the New Jersey Market?

- Changing Canopy Sizing based on Projected Supply

- Entering PA via acquiring a CR license

- Second Mover Advantage

- Customers: Value vs Premium and Inflation Pressures

- Why Should Investors choose Ascend?

Thanks to Frank for joining us for this very fun and informative interview

May 25, 202201:09:41
#142 - Investors are Flying Blind

#142 - Investors are Flying Blind

In this episode we discuss the complexities of investing across any asset class right now.

From commercial real estate to cannabis, investors are facing tough questions about the future, especially in the context of inflation and rising interest rates.

As delve into some of the uncertainties and examine reasons why Q4 and Q1 were so tough for operators.

May 18, 202201:10:23
#141 - Cash No Longer Trash - May 2022 Market Update
May 11, 202201:07:35