Cannabis Investing Network

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: ⁠https://twitter.com/jesseredmond⁠

On LinkedIn: ⁠https://www.linkedin.com/in/jesseredmond/⁠

Water Tower cannabis research: ⁠⁠https://www.watertowerresearch.com/sector/12⁠

To be added to Water Tower’s cannabis email distribution list, email ⁠[email protected]

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: ⁠https://x.com/AnthonyConigli0⁠

NLCP Website: ⁠https://www.newlake.com/

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: ⁠⁠⁠https://twitter.com/ChartGuys⁠⁠⁠

The Chart Guys on Youtube: ⁠⁠⁠https://www.youtube.com/channel/UCnqZ2hx679DqRi6khRUNw2g⁠⁠⁠

Free Intro to TA course: ⁠⁠⁠https://www.chartguys.com/trading-courses/7/technical-analysis⁠⁠

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/

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 - ⁠⁠https://twitter.com/CannaVestments⁠⁠

LinkedIn - ⁠⁠https://www.linkedin.com/in/nicholas-gastevich-75841346/⁠⁠

Family Office Website - ⁠⁠https://www.vginvests.com/ ⁠

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/

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/

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/

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/

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 @ ⁠https://twitter.com/srg444