In this episode we are joined by special guest Nick Gastevich. You may have seen Nick posting online under the name CannaVestments where he regularly shares financial analysis and commentary about US Cannabis companies. 

Nick has deep insight into the large MSOs and through his family office invested in GTI and Cresco as private companies.  

In this episode we cover Curaleaf, Trulieve, GTI & Cresco's Q3 results and for each company we discuss:

1. Top Line metrics and Growth 

2. Gross Margin and adjusted EBITDA

3. Cash Flow & Capital Expenditures

4. Footprint analysis - which states are driving revenue and profitability?

5. Future growth - which states represent the most future upside?

6. Valuation - what multiple does the company trade at? Do we view it as cheap or expensive?

This is an action packed episode - many thanks to Nick for joining us and sharing his insights