Cannabis Investing Network

In this episode we are joined by Everett Knight, EVP of the Valens Company. Valens was recently acquired by SNDL. Everett has a unique position in the industry - he has been involved with cannabis operations for years but previous to that he was a small cap portfolio manager. In this episdoe we discuss the good, bad and ugly of markets, cannabis and investing opportunities.

- What does Bank Fallout mean for Cannabis?

- Is there more pain ahead?

- What are Investors asking about?

- Is there any hope for Canada or California?

- Eyes on Germany Legalization

- Delta8 potentially being banned

Thanks to Ev for joining us for a great chat!

Connect with Everett On Linkedin - https://www.linkedin.com/in/everett-knight-cfa-54574759/https://www.linkedin.com/in/everett-knight-cfa-54574759/

In this episode we are joined by Bethany Gomez, Managing Director at Brightfield Group. As a leading consumer insights company in the cannabis space, Brightfield Group is uniquely positioned to discuss cannabis consumption trends and how they are evolving over time. They've written many white papers which are available for free at their website below.

In this episode we discuss:

- How big is Delta 8 and associated products?

- Should investors and operators be worried about D8?

- Are consumers in legal markets still buying hemp derived THC?

- How are brands in cannabis succeeding?

- What can MSOs do to stand out across markets?

Thanks to Bethany for joining and sharing her insights with us!

Contact Bethany:

On LinkedIn - https://www.linkedin.com/in/bethanymurphygomez/

Brightfield Group Whitepapers - https://www.brightfieldgroup.com/resources

In this wide reaching market update we discuss macro, being cautious on the market, AYR selling assets, Canopy layoffs, Shopify and what it will take to change consumer and investor mentality.

Some stories discussed:

In this episode we identify 5 key things all cannabis investors should be keeping an eye on in 2023

Links Mentioned:

Eric Johnston @ Cantor Interview on SPY Downside - https://www.realvision.com/shows/daily-briefing/videos/when-will-the-green-shoots-narrative-end-Alne?tab=details 

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:

- Sifting thru the rubble & Investing in a "bombed out" sector

- Should cannabis investors give up?

- Where are the best opportunities in cannabis?

- What are the best valuation metrics to pay attention to?

- Publics vs Privates

- How Macro could weigh on capital markets

- The Long Game: thinking about how "the end state" of cannabis will look

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

In our first episode of the new year we explore the brutal price breakdown in December and ask ourselves - how did we get here? What went wrong? What can we learn and do differently? We also share thoughts about investing and opportunities for 2023

Happy 2023!

In a continuation of last week's episode we are back with Nick Gastevich (aka CannaVestments) to finish off our analysis of the big 5 MSOs.

In this episode we discuss:

- Listener Question: Where are the new buyers going to come from?

- General thoughts on industry trends

- Financial Analysis of our Final 2 MSOs

- Final thoughts on the industry and 2023

Thanks to Nick for another great review to close out 2022. See you all in the new year!

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 long awaited episode we are joined by our friend Nick Gastevich (aka CannaVestments) who is a long time private and public cannabis investor.

In Part 1 of this review we cover:

- General thoughts on Cannabis Earnings

- Concerns on cashflow and capital requirements

- Thoughts on 3 MSOs; valuations; financial metrics; balancing positives and negatives

Thanks to Nick for joining us and see Part 2 of this conversation next week!

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 Sayshu who has extensive experience in private and public markets. 

We discuss how capital flows impact valuations, funding and investor mentality across all sectors with a particular focus on how SAFE Banking may benefit cannabis in the short and long run. 

Thanks to Sayshu for joining us and sharing his insight

Follow Sayshu on Twitter - https://twitter.com/sayshu_mm

In this episode we are discussing all things political & SAFE Banking

- Election Results and what this means for Cannabis

- SAFE Banking in Lame Duck

- Broader Market predictions for 2023

- Strategies around SAFE and risk management