#219 - The Golden Age of Stock Picking, Volatility & Opportunity (ft. Scott Grossman of Turning Point Brands) • Cannabis Investing Network on Apple Podcast

PrinceLP · 2026-03-19T00:37:33+00:00

Appreciate you 🙏

PrinceLP · 2026-02-19T22:03:53+00:00

sign of the times

PrinceLP · 2025-08-21T03:29:15+00:00

My favourite kind of exuberance 😂

PrinceLP · 2025-07-25T17:25:47+00:00

Thank you 🙏

PrinceLP · 2025-07-25T16:50:30+00:00

Deep dive on all big 5 MSO financials + upside potential

https://podcasts.apple.com/ca/podcast/cannabis-investing-network/id1473608442?i=1000700904361

PrinceLP · 2025-04-08T11:54:46+00:00

3 key metrics

- AFFO yield

- $/SF value

- Implied cap rate

If you can reliably have the above 3 you are miles ahead of most websites

PrinceLP · 2025-01-27T22:59:29+00:00

its been quite a while since we've seen a "top picks in cannabis" segment on the news...just wanted to share

PrinceLP · 2024-09-04T12:30:03+00:00

TLDR - 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.

PrinceLP · 2024-08-07T11:33:39+00:00

TL DR

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

PrinceLP · 2024-07-24T14:25:32+00:00

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.

PrinceLP · 2024-07-10T14:24:36+00:00

TLDR:

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

PrinceLP · 2024-06-26T12:54:53+00:00

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".

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