Cannabis Investing Network

In this episode we are joined by Will Muecke who is Co-Founder and Managing Member at Artemis Growth Partners.

Artemis Growth Partners is one of the largest and most active private investors in cannabis with $350M+ under management exclusively in cannabis.

Will and his team have invested throughout the cannabis value chain including MSOs, Brands and producers in Europe.

In this episode:

- Getting started in Cannabis: Will's personal connection to the medical market

- Early Deals: Green Thumb (GTI), Lord Jones, Clever Leaves and more

- What does Artemis look for in Cannabis Investments?

- Germany: Deep Dive into proposed regulations and opportunities

- Capital Markets and the first German Cannabis Pubco

- US Cannabis Investing: What are the most interesting opportunities?

- Some of Artemis' Favourite Cannabis Companies

Thanks to Will for joining us!

Connect w/ Will: 

Website: www.artemisgrowth.com

LinkedIn (corporate): https://www.linkedin.com/company/artemisgrowth/

LinkedIn (personal): https://www.linkedin.com/in/wmuecke

Happy Election Day! In this episode we discuss recent deals, what we're watching for in the Midterms and how Cannabis & Tech are affected by changing attitudes of Regulators.

Topics Covered:

1. P Diddy & Cresco Labs Deal

2. Key Election Ballots & Races to Watch

3. Elon Musk, Twitter & Verano + Vireo

4. Secular Rotation out of Technology

Video - Cramer Melting down re: META - https://www.youtube.com/watch?v=Er_9ZjiJD5Y&ab_channel=CNBCTelevision

5. Canopy Growth USA

Thread re: is this a new mechanism? - https://twitter.com/LogicPrevails_/status/1585288412671737857

6. Germany's Legalization Plans

7. Macro Theory - Labour <> Housing <> Consumer Spending

In this jam packed episode we catch up on several key developments in the sector and share why we think US Cannabis has re-rated upwards into 2024 (but also discuss the challenges we face in getting there). We also make several predictions about the future of the industry.

We Discuss:

1. Biden's Executive Actions

- Why did he do this and what it means for the future

- 2024 Predictions for further actions

- How this changes the calculus for other politicians

- Booker, Schumer & SAFE Banking

Link: Politico Spaces on Rescheduling - https://twitter.com/i/spaces/1vOxwMLjgOgGB?s=20

2. Green Thumb & Circle K

- What this deal means for the industry

- How Biden's actions paved the way for this deal 

- What's next?

- Is the deal happening?

3. The Road to 2024

- Challenging fundamentals, sentiment & macro

- Comparisons to the down cycle of late 2019

- Predictions for how big brands and US companies will get involved

In this episode we are joined by a special guest who brings a technical perspective. Charting Man Dan of The Chart Guys is a well known cannabis personality who specializes in technical analysis and chart reading. Dan is a veteran cannabis trader but also regularly trades broader indices and crypto.

Dan is a wealth of honest information and brings an unbiased perspective on the charts.

In this episode we discuss:

- What does Biden's executive action mean for the market?

- How can Cannabis Stocks break their current slump?

- Supply & Demand

- Where are we and how can we change that?

Thanks to Dan for joining us and sharing his perspective. Please check out his links below for great free content

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 a follow up to last week's bleak outlook on the industry we discuss thoughts on valuing the cannabis industry. 

Some key topics discussed:

1. Fundamentals - how the headwinds of price compression make it difficult to value companies

2. Macro Factors - we are still negative but hearing some interesting mixed signals

- Video Mentioned: Eric Johnston of Cantor on CNBC

3. Federal Legislative - the difficult of predicting SAFE+

- Video Mentioned: Cory Booker on SAFE Banking

In this episode we dig deep into the fundamentals and narrative surrounding the industry, analyzing the past and making some somber predictions for the future.

We break our discussion into several parts:

1. History - how we got here and what we learned

2. The Transitional Phase we are currently in

3. Looking Forward - how we see the industry progressing from here

We look at cannabis fundamentals in relation to capital availability, macro conditions and supply side considerations.

We are back! In this post-summer episode we discuss a topic that's often missing in investing discussions - when to sell your stocks. We discuss a recent loss and how it influenced thinking about cutting your losses. We view this topic through the lens of Macro, Sector and Company analysis. Thanks to Sayshu for joining us for a great conversation.

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

We're back! In this market update we cover a wide variety of topics including:

- Broader Market Rally (or headfake?) (Recession meme link)

- Consumer Spending & Inflation

- Short term market strategy

- Cannabis Q2 earnings

- SAFE Banking and Political Winds shifting

- Brittney Griner and Biden's Hypocrisy 

- Florida Rec 2024 Campaign

We're back with a double stacked episode! Our good friend Nick Gastevich joins us for the Q4 2021 + Q1 2022 quarterly review of all the big 5 MSOs.

We discuss the overall cannabis market then dive into quarterly results plus strengths of weaknesses of each company and analysis of which is the most attractive at today's prices.

We also discuss how well positioned each of these companies is for the current phase of our industry and where we see them going in the future.

Thanks to Nick for another great and extensive review

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 the boys are back to discuss the macro picture, interest rates, inflation and the importance of recalibrating expectations. We discuss strategy, outlook and why we think cannabis is actually looking pretty good in comparison to other parts of the market.