Cannabis Investing Network

#222 - Uplisting is an Underappreciated Game Changer for Cannabis (ft. Hirsh Jain of Ananda Strategy)

Trulieve & Glass House make history with the long awaited NYSE uplisting! So why doesn't anyone care? We discuss turning bullish and what's next! In this episode we are joined by Hirsh Jain of Ananda Strategy to discuss how much has happened in the last few weeks and why the market seems not to care. We discuss the set-up going into November and the potential upside in 2 cannabis names + risks to watch out for. & Finally share 3 top picks Thanks to Hirsh as always for his insights on the industry Connect with Hirsh: LinkedIn - ⁠⁠⁠⁠https://www.linkedin.com/in/hirsh-jain/⁠⁠⁠⁠ [https://www.linkedin.com/in/hirsh-jain/] Twitter - ⁠⁠⁠⁠https://twitter.com/anandastrategy⁠⁠⁠⁠ [https://twitter.com/anandastrategy] Hirsh's Website - ⁠⁠⁠⁠https://anandastrategy.com/ [https://anandastrategy.com/]

#221 - The Everything (ex Cannabis) Bubble? (ft. Charting Man Dan of The Chart Guys)

After a historic market comeback over the last 60 days we evaluate where we are today. Which sectors have benefitted? Will Cannabis ever get some love? Are we bearish/bullish and is this an AI Fueled bubble? Is Cannabis still interesting with an S3 catalyst upcoming? Charting Man Dan joins us to answer all of these questions and reflect on how things have changed since the start the year. Follow Dan / The Chart Guys On Twitter: ⁠⁠⁠⁠⁠⁠⁠https://twitter.com/ChartGuys⁠⁠⁠⁠⁠⁠⁠ [https://twitter.com/ChartGuys] The Chart Guys on Youtube: ⁠⁠⁠⁠⁠⁠⁠https://www.youtube.com/channel/UCnqZ2hx679DqRi6khRUNw2g⁠⁠⁠⁠⁠ [https://www.youtube.com/channel/UCnqZ2hx679DqRi6khRUNw2g]

#220 - S3 & Financial Review of the Big 5 MSOs (ft. Nick Gastevich aka CannaVestments)

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 [https://twitter.com/CannaVestments] LinkedIn - ⁠⁠⁠⁠https://www.linkedin.com/in/nicholas-gastevich-75841346/⁠⁠⁠⁠ [https://www.linkedin.com/in/nicholas-gastevich-75841346/] Family Office Website - ⁠⁠⁠⁠https://www.vginvests.com/ ⁠ [https://www.vginvests.com/]

#219 - The Golden Age of Stock Picking, Volatility & Opportunity (ft. Scott Grossman of Turning Point Brands)

Scott Grossman (aka SRG444) of Turning Point Brands joins us at a critical time to discuss cannabis and markets. As the world becomes more uncertain and scary it also creates an incredible opportunity for active investors. We have a wide ranging conversation on volatility, distruption risks, time compression and sprinkle our top stock ideas in many different parts of the market throughout. To close it off Scott shares which cannabis stocks he has been buying and why. Thanks as always to Scott for a great conversation Follow Scott on Twitter @ ⁠⁠⁠⁠⁠https://twitter.com/srg444 ⁠⁠ [https://twitter.com/srg444] Read Scott's Long Form Thoughts @ ⁠⁠https://scottrgrossman.substack.com/ [https://scottrgrossman.substack.com/]

#218 - Cannabis Predictions & Disruptive Investing (ft. Hirsh Jain of Ananda Strategy)

What a time to be an investor! Markets are moving quickly as investors consider disruption risk and re-price moats for asset-lite companies. In this episode we are joined by Hirsh Jain of Ananda Strategy - we make predictions for 2026 on Cannabis & General Investing. In this episode we discuss: - S3 in a midterm year - New investment ideas - New States? FL, PA & VA - Hemp as a disruptive force - What lessons cannabis teaches us about the AI Infrastructure build out Thanks to Hirsh as always for a candid conversation about the future of the industry Connect with Hirsh: LinkedIn - ⁠⁠⁠https://www.linkedin.com/in/hirsh-jain/⁠⁠⁠ [⁠https://www.linkedin.com/in/hirsh-jain/⁠] Twitter - ⁠⁠⁠https://twitter.com/anandastrategy⁠⁠⁠ [⁠https://twitter.com/anandastrategy⁠] Hirsh's Website - ⁠⁠⁠https://anandastrategy.com/ [https://anandastrategy.com/]