Here we go again! Scott Grossman (aka SRG444) of Turning Point Brands joins us at an important time for cannabis and markets.
Our conversation covers 4 key questions:
1. S3 & Cannabis Stocks - where are we and what's the path forward?
2. Frothy & Exciting Markets - how to manage your emotions & portfolio
3. AGFY/Rhythm Deal - SRG breaks it down
4. Predictions & Top Picks
Thanks as always to Scott for a great conversation
Follow Scott on Twitter @ https://twitter.com/srg444
Read Scott's Long Form Thoughts @
We are back with a jam packed episode at an exciting but turbulent time.
In this episode we discuss:
- S3 Calculations: Why we are optimistic
- S3 Reality vs Possible future effects
- Financial framework for MSO upside
- Strategy for managing risk
- Revealing my cannabis portfolio
- What I've bought & sold recently
Thanks to Hirsh for a great discussion as always
Connect with Hirsh:
LinkedIn - https://www.linkedin.com/in/hirsh-jain/
Twitter - https://twitter.com/anandastrategy
Hirsh's Website - https://anandastrategy.com/
The hardest times in cannabis investing are when you're not sure whether to buy or sell! Heat has returned to our sector and there's plenty to chat about.
Charting Man Dan of the Chart Guys joins us to discuss when it makes sense to buy vs sell.
Today's jam packed episode covers rescheduling, recent hype, key companies making moves & much more
+ New Top Picks for H2 2025
Big thanks to Dan for another great discussion
Follow Dan / The Chart Guys
On Twitter: https://twitter.com/ChartGuys
The Chart Guys on Youtube: https://www.youtube.com/channel/UCnqZ2hx679DqRi6khRUNw2g
It's been too long! We are back with an action packed discussion featuring crowd favourite Real Estate Randy (aka Retail Randy).
We go deep on the current state of the cannabis market and how hemp continues to change the landscape while creating new opportunities.
We also discuss where markets are going from here and what we find to be the best investing opportunities across all asset classes.
Thanks to Randy for another great conversation!
After a WILD few weeks we have a jam packed episode with a detailed discussion of active trades, risk management and market predictions.
In this episode we are joined by Scott Grossman of Turning Point Brands (TPB on the NYSE). Scott is fresh off his latest "Sunday Sesh" where he shares a variety of thoughts on the state of the cannabis industry.
Scott joins us to discuss:
- Bannana Republic: What's going on in today's markets?
- What is Scott buying today?
- What surprising asymmteric opportunties are interesting?
- Portfolio Construction
- Hemp vs Interstate vs MSOs
- Where are we going?
Thanks as always to Scott for a great conversation
Follow Scott on Twitter @ https://twitter.com/srg444
Read Scott's Long Form Thoughts @
We're back with the most anticipated episode of the year!
In this year end financial review 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 biggest opportunity in Cannabis right now
- Current market, hemp, portfolio sizing and which stocks we're currently buying
- 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 detailedanalysis 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/
Hirsh joins us to discuss where we see potential in Cannabis going forward vs what other opportunities exist in the market.
We discuss PA, Ohio, MN and federal change. We also mention many tickers including a few new ones!
Connect with Hirsh:
LinkedIn - https://www.linkedin.com/in/hirsh-jain/
Twitter - https://twitter.com/anandastrategy
Hirsh's Website - https://anandastrategy.com/
We are back! After a brutal few weeks for cannabis investors we ask the question on everyone's mind - can Cannabis ever make a comeback?
We discuss how cannabis compares to other sectors, where we are seeing the most opportunity, what needs to happen for cannabis to rally (and what other sectors have done the same) and share 3 top non-canna picks along with a cannabis investment idea.
Big thanks to Dan for joining us to kick off 2025 with another great discussion
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
The final episode of 2024!
Real Estate Randy joins us for a humbling conversation on the future of Florida operators, the industry at large and where we see investing (and trading) opportunities (inside and outside of cannabis).
Despite the brutality investors have been through in cannabis there are some potential brightspots especially in the context of a raging bull market.
We appreciate you listening and wish you a great holiday season.
See you all next year!
In this episode we are joined by Hirsh Jain for a sober reflection of what happened on Election Night.
We discuss what went wrong, what we learned and what this means for the future of the industry.
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 are joined by Scott Grossman of Turning Point Brands (TPB on the NYSE). Scott is fresh off his latest "Sunday Sesh" where he shares a variety of thoughts on the state of the cannabis industry.
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:
- Re-Visiting the 2021 Cannabis Thesis
- How have things changed?
- How attractive is the industry?
- Are the strong getting stronger?
- How impactful are brands?
- Where are we going?
Thanks as always to Scott for a great conversation
Follow Scott on Twitter @ https://twitter.com/srg444
In this episode we are joined by Jesse Redmond of Water Tower Research who is fresh off of Chicago Benzinga.
Jesse has a unique background as a former hedge fund manager AND a cannabis dispensary operator. We discuss many of the out of favour sectors in today's markets and compare and contrast them to cannabis
Thanks again to Jesse for joining us
Connect with Jesse:
On X: https://twitter.com/jesseredmond
On LinkedIn: https://www.linkedin.com/in/jesseredmond/
Water Tower cannabis research: https://www.watertowerresearch.com/sector/12
To be added to Water Tower’s cannabis email distribution list, email jesse@watertowerresearch.com
In this episode we are joined by Anthony Coniglio, CEO of NewLake Capital Partners (NLCP) to discuss how the upcoming election, fed rate cuts and other catalysts will impact the cannabis investing landscape.
We discuss how may be in the early stages of a recovery driven by macro factors and how 2025 may have several key catalysts lining up nicely for the cannabis industry.
We also discuss the impacts on debt markets, real estate and other asset classes.
Follow Anthony:
Twitter: https://x.com/AnthonyConigli0
NLCP Website: https://www.newlake.com/
In this episode we are joined by Dan from The Chart Guys to discuss cannabis investing vs strategies heading into the November election. We compare game plans and discuss how Dan thinks about Florida Rec, Rescheduling and potential campaign discussions about cannabis.
Big thanks to Dan for joining us for another great discussion.
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 this episode we discuss how Trump's recent comments towards Florida's "Yes on 3" campaign could be the start of something larger heading into November
We discuss potential impact to Florida, Rescheduling, the General Election & more.
We also react to the disappointing delay of rescheduling an discuss what it means for the sector.
Follow Hirsh's for more unique insights into the intersection of cannabis and politics.
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 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:
- How each operator stands to benefit from Florida Rec
- 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 are joined by Aaron Edelheit of Mindset Capital. Aaron runs a cannabis dedicated fund which pivoted from investing in large MSOs to focusing on unique small cap names.
Although cannabis has been in a brutal bear market some of Aaron's largest contrarian investments in Glass House and Grown Rogue have had phenomenal returns.
In this episode we discuss:
- Aaron's pre-cannabis background investing through the dot com crash and the 2008 financial crisis
- How & Why Aaron pivoted from large MSOs to smaller names
- Aaron's Top Picks: Glass House & Grown Rogue
- Process for picking unloved names
- Politics: Election season & S3
Thanks to Aaron for joining us for this episode
Connect with Aaron:
On Twitter - https://x.com/aaronvalue
Mindset Capital Substack - https://mindsetvalue.substack.com/
In this episode (recorded Friday, July 19th) we discuss how the possibility (now certainty) of Joe Biden dropping out of the race could be a HUGE catalyst for cannabis stocks
We discuss the "Kamala Catalyst" and how this could play out over the coming weeks and months as we head into November 2024.
We also discuss rate cuts, the small cap rally, who could beat Trump and how the Kamala Catalyst could re-invigorate state level cannabis debate.
Follow Hirsh's for more unique insights into the intersection of cannabis and politics.
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 are joined by Pablo Zuanic of Zuanic & Associates. Pablo was a long time cannabis analyst at a leading investment bank before starting his own firm.
He has published numerous pieces on key catalysts such as Rescheduling, Florida, Industry upside and coverage on many companies.
In this episode we discuss:
- Institutional Investment: what will it take?
- Rescheduling: has the equation changed?
- Key risks to the S3 process
- How does the Biden/Trump/Harris question change the dynamic?
- Will the market reward Ohio turning on?
- Pablo's top picks
Follow Pablo:
Twitter - https://x.com/420Odysseus
Z&A Website - https://zuanicgroup.com/
While cannabis stocks have had a brutal few weeks, one cannabis focused REIT is quietly up +50% over the last year.
We are joined by Anthony Coniglio, CEO of NewLake Capital Partners (NLCP) which despite only trading on the OTC has had strong outperformance since breaking their "negative feedback loop"
Anthony joins us to discuss the current cannabis market, key catalysts and share ideas on how and when cannabis stocks may be able to escape their current trajectory and start on a "positive feedback loop".
Follow Anthony:
Twitter: https://x.com/AnthonyConigli0
NLCP Website: https://www.newlake.com/
