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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#190 - ALL IN on Florida Cannabis (ft. Real Estate Randy)

Cannabis Investing NetworkApr 03, 2024
00:00
01:10:12
#211 - The Best Buying Opportunities - Safety vs Asymetric Upside (ft. Scott Grossman of Turning Point Brands)
Apr 30, 202501:12:07
#210 - Q4 2024 Financial Review of the Big 5 MSOs (ft. Nick Gastevich aka CannaVestments)
Mar 26, 202502:03:10
#209 - Opportunity Cost of Cannabis (ft. Hirsh Jain of Ananda Strategy)
Feb 26, 202501:05:40
#208 - Will Cannabis Stocks Ever Recover? (ft. Charting Man Dan of The Chart Guys)
Jan 22, 202501:02:51
#207 - What's Next for Florida and The Cannabis Industry? (ft. Real Estate Randy)

#207 - What's Next for Florida and The Cannabis Industry? (ft. Real Estate Randy)

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!

Dec 04, 202401:01:49
#206 - What Did We Miss? (ft. Hirsh Jain of Ananda Strategy)

#206 - What Did We Miss? (ft. Hirsh Jain of Ananda Strategy)

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/


Nov 13, 202401:16:30
#205 - How Attractive are Cannabis Stocks? (ft. Scott Grossman of Turning Point Brands)
Oct 30, 202401:06:08
#204 - Is Cannabis Cheap vs Other Value Sectors? (ft. Jesse Redmond of Water Tower Research)
Oct 16, 202401:09:24
#203 - Rate Cuts & Politics will help Cannabis Stocks Recover (ft. Anthony Coniglio, CEO of NewLake REIT)
Oct 02, 202401:01:22
#202 - Trade or Hold Cannabis Stocks into the Election? (ft. Charting Man Dan of The Chart Guys)
Sep 18, 202457:30
#201 - Trump & Cannabis: Florida & Rescheduling (ft. Hirsh Jain of Ananda Strategy)

#201 - Trump & Cannabis: Florida & Rescheduling (ft. Hirsh Jain of Ananda Strategy)

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/


Sep 03, 202401:08:20
#200 - Q2 2024 Financial Review of the Big 5 MSOs (ft. Nick Gastevich aka CannaVestments)
Aug 21, 202402:19:25
#199 - Finding Unique Winners in Cannabis & Recessions (ft. Aaron Edelheit of Mindset Capital)
Aug 07, 202401:13:38
#198 - The Kamala Catalyst is Coming for Cannabis...(ft. Hirsh Jain of Ananda Strategy)

#198 - The Kamala Catalyst is Coming for Cannabis...(ft. Hirsh Jain of Ananda Strategy)

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/


Jul 21, 202401:05:58
#197 - Catalysts & Upside are coming to Cannabis (ft. Pablo Zuanic of Zuanic & Associates)
Jul 10, 202401:01:50
#196 - Can Cannabis Stocks Break the Negative Feedback Loop? (ft. Anthony Coniglio, CEO of NewLake REIT)
Jun 26, 202401:13:19
#195 - New Cannabis Investors are Coming (ft. Scott Grossman of Turning Point Brands)
Jun 12, 202401:13:11
#194 - Predictions: Cannabis Rescheduling, Florida, & Elections (ft. Hirsh Jain of Ananda Strategy)

#194 - Predictions: Cannabis Rescheduling, Florida, & Elections (ft. Hirsh Jain of Ananda Strategy)

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/

May 29, 202401:05:58
#193 - Rescheduling Game Plan: Trade It? Or Hold It? (ft. Charting Man Dan of The Chart Guys)
May 15, 202401:00:35
#192 - The Good, The Bad & The Ugly of Cannabis Investing

#192 - The Good, The Bad & The Ugly of Cannabis Investing

In this episode (recorded pre-DEA announcement) we discuss the risk/reward of the industry along with our game plans for going forward.


Let us know what topics you want to hear the most about in the coming weeks!

May 01, 202401:03:15
#191 - Q4 2023 Financial Review of the Big 5 MSOs (ft. Nick Gastevich aka CannaVestments)
Apr 17, 202402:18:46
#190 - ALL IN on Florida Cannabis (ft. Real Estate Randy)

#190 - ALL IN on Florida Cannabis (ft. Real Estate Randy)

In this episode we go "boots on the ground" into Florida's Cannabis Market.

Our guest Real Estate Randy is an expert in helping Florida operators expand their footprint. He has years of experience dealing with some of the largest MSOs and brings unique insight on their innerworkings as well as the local market nuances.


In this episode:

- Why Randy is "all-in" on Florida Rec

- How he expects the market to change leading up to the Ballot

- Where are the untapped opportunities in the state

- Why opening stores will get harder

- Which operators Randy likes

- M&A: Who's ripe for acquisition?

- Why cannabis investors should be VERY excited for the Florida opportunity\

& much more


Huge thanks to Randy for joining us for this episode!


Apr 03, 202401:10:12
#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