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In this episode we are joined by Nick Gastevich who is known on the forums as CannaVestments. He is known for deep cannabis knowledge, a keen analytical eye and being an all-around nice guy.
Nick runs a family office along with his brother - they started in the industry in 2014 with an investment in Green Thumb. He joins us on this episode to do a deep dive on the "Green Chip" cannabis names which have captured investor attention lately.
In this episode we review:
1. Green Thumb (GTI)
2. Trulieve
3. Cresco Labs
4. Curaleaf
For each company we review
- Footprint of each company
- Key markets for each company (now and in the future)
- Which markets and assets are the most exciting
- Q2 Financials - Revenue, Gross Margins & Adjusted EBITDA
- 2020 & 2021 Earnings Multiples
- Valuations of each company: now and in the future
- Ranking of the big 4 at current prices
Note: This episode was recorded a few weeks ago, since then Florida has legalized edibles
4.6
6767 ratings
In this episode we are joined by Nick Gastevich who is known on the forums as CannaVestments. He is known for deep cannabis knowledge, a keen analytical eye and being an all-around nice guy.
Nick runs a family office along with his brother - they started in the industry in 2014 with an investment in Green Thumb. He joins us on this episode to do a deep dive on the "Green Chip" cannabis names which have captured investor attention lately.
In this episode we review:
1. Green Thumb (GTI)
2. Trulieve
3. Cresco Labs
4. Curaleaf
For each company we review
- Footprint of each company
- Key markets for each company (now and in the future)
- Which markets and assets are the most exciting
- Q2 Financials - Revenue, Gross Margins & Adjusted EBITDA
- 2020 & 2021 Earnings Multiples
- Valuations of each company: now and in the future
- Ranking of the big 4 at current prices
Note: This episode was recorded a few weeks ago, since then Florida has legalized edibles
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