Cannabis Investing Network

Happy 2024! To kick off the new year we are joined by a very special guest - Robert Beasley, CEO of Cansortium (TIUM on CSE or CNTMF on OTC).

Cansortium is a Multi-State Operator with operations in Florida, Pennsylvania & Texas.

In this episode we discuss:

- Robert becoming CEO in 2020 and right sizing the company

- Living through the COVID Cannabis boom in Florida

- The importance of balance in the company

- Florida Adult Use on the 2024 Ballot

- Price Wars: how price compression has impacted Florida

- M&A: how does management think about the company's future

- Financial Performance including cash flow, taxes and debt

Thank you to Robert for joining us for this discussion.

Get in touch with Cansortium/Fluent @ https://investors.getfluent.com/

The final episode of 2023!

In this episode we recap what happened this year and paint the picture of our investing game plan for 2024

In this episode:

- Recapping 2023 for Cannabis & General investing

- The potential macro backdrop for 2024

- The biggest 2024 Catalysts for Cannabis

- The game plan for making the most of 2024

Thank you all and see you in 2024!

The boys are back! In this episode we discuss 3 recent examples of cannabis companies and how they represent the Good, the Bad & the Ugly of what is going on in the cannabis industry today

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 the most important developments in 2023, his thesis around "Kinetic Energy" building in the industry, how investors should be looking at companies and much more.

Follow Scott on Twitter @ ⁠https://twitter.com/srg444 

In this episode we are joined by Ryan Mao to discuss his new piece which gives a clear overview of the steps with regards to rescheduling cannabis.

Read Ryan's work @ www.MSOmao.com

We discuss:

- Why Rescheduling is more important than SAFEr Banking

- Ryan's predictions and timing for rescheduling

- Mechanics: the steps involved and key considerations

- Previous examples and how they might differ

- What to expect in 2024

- How operators and investors can position themselves ahead of these potential changes

Thanks to Ryan for joining us for this in depth chat

Connect with Ryan:

On LinkedIn - https://www.linkedin.com/in/ryan-mao02211996/

Ryan's website - https://www.msomao.com/

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:

- The 2 biggest fundamental catalysts for the industry (not SAFER banking related)

- 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 discuss higher yields, repricing risk, SAFER Banking and coming to your own conclusions

In this episode we are joined by Mike aka MJ Stock Trader on Twitter. Mike has become a leading voice on CannaTwitter over the past 3 years and shares a unique perspective on social media's importance in cannabis investing.

In this episode we discuss:

- Getting started in the industry

- Trading vs Investing in Cannabis

- Evolution of investor psychology

- Evaluating when and what to purchase

- The most important valuation metrics

- Federal movement: Rescheduling & SAFE

- Upcoming SAFE Banking vote: are we too optimistic?

- Equity Raises & Short Sellers

- Social media's role in retail driven stocks

& much more

Follow Mike @ https://twitter.com/stock_mj

MJ Stock Trader Website - https://mjstocktrader.com/

In this episode we balance the bear and bull case for cannabis stocks coming off the bomb shell rescheduling news.

We discuss process, timeline, what this means for the industry and which companies should benefit the most going forward.

The boys of summer are back to talk about earnings season