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Cannabis Investing Network

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2 Private Cannabis Investors share thoughts, analysis and opinions on the ups and downs of the rapidly changing Cannabis Investing landscape. For Investors By Investors Continue Reading >>
2 Private Cannabis Investors share thoughts, analysis and opinions on the ups and downs of the rapidly changing Cannabis Investing landscape. For Investors By Investors << Show Less
Featured Audio
#148 - Stay Skeptical - Aug 2022 Market Update 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
Newest Audio
#148 - Stay Skeptical - Aug 2022 Market Update 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
#147 - Q4 + Q1 Financial Review of the Big 5 MSOs (ft. Nick Gastevich aka CannaVestments) 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/
#146 - Markets in Price Re-Discovery Mode 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.
#145 - Trulieve: Scale, Efficiency & Customer Obsession (ft. Kim Rivers, CEO of Trulieve Cannabis) In this episode we are joined by Kim Rivers who is CEO, Founder and Chair of Trulieve Cannabis Corp. Kim is one of the industry's most well known and respected executives. She has deep operational knowledge and a keen eye for detail.
In this episode we discuss:
- Doubling Down in Florida since 2019: what others missed
- Customer Obsessed: How data drives high per store sales
- The importance of Scale
- Operations: What is Trulieve doing differently?
- 2 big limiting factors in Cultivation Construction
- Using automation to drive efficiency and stay flexible
- Investments in robotics to “bring the plant to the worker”
- Florida Adult Use: how big could the market be?
- Milestones to getting rec on the 2024 ballot
- Divestitures, Convertibles & Warrants…how to spot a shakeout
- M&A: How Trulieve is positioned for the future

A big thank you to Kim for joining us for a highly informative chat.
Follow Kim on Twitter: https://twitter.com/rivers_kim
#144 - Finding Value in Cannabis Stocks (ft. Whitney Tilson of Empire Research) Whitney Tilson is a well known value investor with a long and varied past in financial markets. He joins us to discuss markets, value investing and how he got interested in cannabis stocks.
We discuss:
- How Whitney got started in investing
- Being a Late 1990's "Bull Market Genius"
- How that Bull Run compares to Today's
- Getting religion by learning about Buffett and Value Investing
- The Ups and Downs of starting his own hedge fund
- Market Timing: Indicators that Whitney looks for
- What attracted Whitney to the Cannabis Sector
- How the current rout in Cannabis compares to Tech in 2000
- The 3 things Whitney looks for in a winning company

Thanks to Whitney for joining us for this fun and wide ranging discussion

Sign Up for Whitney's Free Newsletter:
https://empirefinancialresearch.com/newsletters/whitney-tilson-daily

Follow Whitney on Twitter:
https://twitter.com/whitneytilson
#143 - Ascend: Moving Fast to Win Deals (ft. Frank Perullo, Co-Founder of Ascend Wellness) In this episode we are joined by Frank Perullo of Ascend Wellness. Frank is a Co-Founder of AWH and currently serves as President and Chief Strategy Officer.
We Discuss:
- Frank’s Background in Regulatory Affairs
- Early Days of being a Cannabis Consultant in MA
- Working with GTI, Tilt, Ianthus, Acreage along with mom & pop operators
- Why is it so Difficult to Open a Dispensary in MA?
- Genesis: Meeting Abner and Creating Ascend
- Moving Fast: Why Ascend was able to win the Friend St Store in Boston
- IL: Buying a Distressed Cultivation Asset
- Deciding to Double Stack to be ready for Adult Use
- NJ: Doing a Deal after Everyone Had Looked at it
- Ground Game: Finding Great Retail Locations by Knocking on Doors
- How’s the New Jersey Market?
- Changing Canopy Sizing based on Projected Supply
- Entering PA via acquiring a CR license
- Second Mover Advantage
- Customers: Value vs Premium and Inflation Pressures
- Why Should Investors choose Ascend?
Thanks to Frank for joining us for this very fun and informative interview
#142 - Investors are Flying Blind In this episode we discuss the complexities of investing across any asset class right now.
From commercial real estate to cannabis, investors are facing tough questions about the future, especially in the context of inflation and rising interest rates.
As delve into some of the uncertainties and examine reasons why Q4 and Q1 were so tough for operators.
#141 - Cash No Longer Trash - May 2022 Market Update In this episode we update our Fed Party analogy to ask: where are we now? What's next? Where is the opportunity?
As the broader market gets crushed we discuss what is happening, how stocks are being repriced and how cannabis will look in comparison.
Link:
The Fed on Inflation & Rates: https://www.youtube.com/watch?v=ugBKSiTL0IU&ab_channel=BloombergMarketsandFinance
#140 - Takeaways from Benzinga Miami 2022 We're back! After a long road trip we share our thoughts, takeaways and changes in strategy after a very productive Benzinga.
What did we see? What did we learn? What are the best investment opportunities right now?
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