Episodios
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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!
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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 - â https://www.linkedin.com/in/hirsh-jain/â
Twitter - â https://twitter.com/anandastrategyâ
Hirsh's Website - â https://anandastrategy.com/
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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 @ â â https://twitter.com/srg444
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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: â https://twitter.com/jesseredmondâ
On LinkedIn: â https://www.linkedin.com/in/jesseredmond/â
Water Tower cannabis research: â â https://www.watertowerresearch.com/sector/12â
To be added to Water Towerâs cannabis email distribution list, email â [email protected]
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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: â https://x.com/AnthonyConigli0â
NLCP Website: â https://www.newlake.com/
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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: â â â https://twitter.com/ChartGuysâ â â
The Chart Guys on Youtube: â â â https://www.youtube.com/channel/UCnqZ2hx679DqRi6khRUNw2gâ â â
Free Intro to TA course: â â â https://www.chartguys.com/trading-courses/7/technical-analysisâ â
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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 - â https://www.linkedin.com/in/hirsh-jain/â
Twitter - â https://twitter.com/anandastrategyâ
Hirsh's Website - â https://anandastrategy.com/
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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 - â â https://twitter.com/CannaVestmentsâ â
LinkedIn - â â https://www.linkedin.com/in/nicholas-gastevich-75841346/â â
Family Office Website - â â https://www.vginvests.com/ â
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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/
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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 - â https://www.linkedin.com/in/hirsh-jain/â
Twitter - â https://twitter.com/anandastrategyâ
Hirsh's Website - â https://anandastrategy.com/
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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/
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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/
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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 @ â https://twitter.com/srg444
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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 - â https://www.linkedin.com/in/hirsh-jain/â
Twitter - â https://twitter.com/anandastrategyâ
Hirsh's Website - â https://anandastrategy.com/
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In this episode we are joined by Dan from The Chart Guys to compare cannabis investing strategies. With several potential key upcoming catalysts we compare short term trading vs longer term investing and our game plans for the coming months.
Big thanks to Dan for joining us for another great discussion.
Follow Dan / The Chart Guys
On Twitter: â â https://twitter.com/ChartGuysâ â
The Chart Guys on Youtube: â â https://www.youtube.com/channel/UCnqZ2hx679DqRi6khRUNw2gâ â
Free Intro to TA course: â â https://www.chartguys.com/trading-courses/7/technical-analysisâ â
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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!
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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 - â https://twitter.com/CannaVestmentsâ
LinkedIn - â https://www.linkedin.com/in/nicholas-gastevich-75841346/â
Family Office Website - â https://www.vginvests.com/
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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!
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In this episode we are joined by Jesse Redmond of Water Tower Research to discuss Rescheduling Rumours, Cannabis Catalysts & Earnings Take-Aways.
Jesse has a unique background as a former hedge fund manager AND a cannabis dispensary operator. He shares insights on specific names and outlines a game plan depending on your risk tolerance.
In this episode we discuss:
- What to make of the recent Doug Kass rumour?
- Kamala, Fat Joe & Election predictions
- Earnings: How did Tier 1 MSOs perform?
o How did smaller operators perform?
- Game Plan: what names you should consider depending on your risk level
- Catalysts: How will possible seismic changes affect the investing landscape?
o Where will big money gravitate towards
- California Cannabis â whatâs interesting to look at?
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: â https://www.watertowerresearch.com/sector/12
To be added to Water Towerâs cannabis email distribution list, email [email protected]
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In this episode we are joined by Will Muecke who is Co-Founder and Managing Member at Artemis Growth Partners.
Artemis Growth Partners is one of the largest and most active private investors in cannabis with ~$400M+ under management exclusively in cannabis.
Will and his team have invested throughout the cannabis value chain including MSOs, Brands and producers in Europe.
In this episode:
- What just happened in Germany?
- How will the current market change?
- Which companies will benefit the most?
- How will Germany change the EU's view on Cannabis
- Potential future uplisting for Legal Cannabis in the UK
- Rescheduling: How much upside could there be?
Thanks to Will for joining us!
Connect w/ Will:
Website: â www.artemisgrowth.comâ
LinkedIn (corporate): â https://www.linkedin.com/company/artemisgrowth/â
LinkedIn (personal): â https://www.linkedin.com/in
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