#213 - Buy the Rally? Or Sell the Hype? (ft. Charting Man Dan of The Chart Guys)
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 2025Big thanks to Dan for another great discussionFollow Dan / The Chart GuysOn Twitter: https://twitter.com/ChartGuysThe Chart Guys on Youtube: https://www.youtube.com/channel/UCnqZ2hx679DqRi6khRUNw2g
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1:26:49
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1:26:49
#212 - Hemp vs Cannabis vs Other Investments (ft. Real Estate Randy)
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!
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1:08:26
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1:08:26
#211 - The Best Buying Opportunities - Safety vs Asymetric Upside (ft. Scott Grossman of Turning Point Brands)
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 conversationFollow Scott on Twitter @ https://twitter.com/srg444 Read Scott's Long Form Thoughts @https://scottrgrossman.substack.com/
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1:12:07
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1:12:07
#210 - Q4 2024 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 negativesThanks to Nick for joining us and sharing his detailedanalysis as always!Connect with Nick:Twitter - https://twitter.com/CannaVestmentsLinkedIn - https://www.linkedin.com/in/nicholas-gastevich-75841346/Family Office Website - https://www.vginvests.com/
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2:03:10
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2:03:10
#209 - Opportunity Cost of Cannabis (ft. Hirsh Jain of Ananda Strategy)
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/anandastrategyHirsh's Website - https://anandastrategy.com/
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
Listen to Cannabis Investing Network, Ideas That Matter Podcast by Vusi Thembekwayo and many other podcasts from around the world with the radio.net app
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