The boys of summer are back to talk about earnings season

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

In this episode we go through the investment case for why owning cannabis stocks may be better risk/reward than the market is signalling

In this episode we are joined by special guest Hirsh Jain. Hirsh is a cannabis policy expert and shares in depth analysis about which markets are most likely to go adult use, which markets are disappointing, how Germany is doing and where the federal political winds are blowing.

Don't miss out on Hirsh's unique state level insight.

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 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?

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?

In this long awaited 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:

- General thoughts on Cannabis Earnings

- Concerns on cashflow and capital requirements

- 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/ 

Despite SAFE Banking Disappointment we discuss why there are some green shoots in cannabis investing worth paying attention to

Are you ready to get hurt again?

In this episode we discuss SAFE Banking, a confusing macro environment, recession fears and industry trends

In this special 420 episode we are joined by the industry's leading cannabis analyst Alan Brochstein. Alan is the founder of 420investor and co-founder of New Cannabis Venture. AB has deep company level knowledge and is one of our favourites sources of analysis and information for the cannabis industry.

In this episode we go ticker by ticker to get Alan's thoughts on: Trulieve, GTI, MSOS, Columbia Care, Cresco, AYR, Ascend, Weedmaps, OGI and many more! Throughout this discussion we also touch on many of the industry's most pressing issues including profitability, uplisting, 280E and many other items.

Thanks to Alan for joining us for a great discussion as always.

Connect with Alan:

420investor on Seeking Alpha - https://seekingalpha.com/mp/1417-420-investor/articles

Alan on Twitter - https://twitter.com/Invest420