Cannabis Investing Network

#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/]

#217 - Should Investors Buy Cannabis Stocks in 2026 ? (ft. Charting Man Dan of The Chart Guys)

We are back and ready for a big 2026! Joining us is Charting Man Dan of the Chart Guys. To kick off the year we are asking how attractive cannabis looks vs other sectors and what are the fundamental vs technical factors to be considering. We also recap the year to discuss what worked in 2025, what didn't and what's exciting us for 2026 Big thanks to Dan for another great discussion to 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] LLM Conversations Mentioned On Cannabis Stocks - https://g.co/gemini/share/29fe535b4bae [https://g.co/gemini/share/29fe535b4bae] On Memory Stocks - https://gemini.google.com/share/86dc273c5e81 [https://gemini.google.com/share/86dc273c5e81]

#216 - Investing Thru Market Cycles & Bubbles (ft. Jesse Redmond of LEEF Brands)

In this episode we are joined by Jesse Redmond to discuss current market sentiment, most common mistakes retail investors make and where we are in cannabis and AI markets. Jesse works at LEEF Brands, co-hosts the Higher Exchanges Podcast and is a former hedge fund manager AND dispensary owner. Thanks to Jesse for a very fun chat! Connect with Jesse: Twitter - https://x.com/jesseredmond [https://x.com/jesseredmond] Higher Exchanges Podcast - https://x.com/higherexchanges [https://x.com/higherexchanges]