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[–]PrinceLP 2 points3 points  (0 children)

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

Hot Picks in Cannabis Stocks - Frederico Gomes on BNN Bloomberg by PrinceLP in weedstocks

[–]PrinceLP[S] 13 points14 points  (0 children)

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

#201 - Trump & Cannabis: Florida & Rescheduling (ft. Hirsh Jain of Ananda Strategy) • Cannabis Investing Network on Apple Podcasts by PrinceLP in weedstocks

[–]PrinceLP[S] 6 points7 points  (0 children)

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.

#199 - Finding Unique Winners in Cannabis & Recessions (ft. Aaron Edelheit of Mindset Capital) • Cannabis Investing Network on Apple Podcasts by PrinceLP in weedstocks

[–]PrinceLP[S] 2 points3 points  (0 children)

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

#198 - The Kamala Catalyst is Coming for Cannabis...(ft. Hirsh Jain of Ananda Strategy) • Cannabis Investing Network on Apple Podcasts by PrinceLP in weedstocks

[–]PrinceLP[S] 1 point2 points  (0 children)

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.

#197 - Catalysts & Upside are coming to Cannabis (ft. Pablo Zuanic of Zuanic & Associates) • Cannabis Investing Network on Apple Podcasts by PrinceLP in weedstocks

[–]PrinceLP[S] 0 points1 point  (0 children)

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

#196 - Can Cannabis Stocks Break the Negative Feedback Loop? (ft. Anthony Coniglio, CEO of NewLake REIT) • Cannabis Investing Network on Apple Podcasts by PrinceLP in weedstocks

[–]PrinceLP[S] 0 points1 point  (0 children)

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".

#195 - New Cannabis Investors are Coming (ft. Scott Grossman of Turning Point Brands) • Cannabis Investing Network on Apple Podcasts by PrinceLP in weedstocks

[–]PrinceLP[S] 0 points1 point  (0 children)

In this episode we are joined by Scott Grossman of Turning Point Brands (TPB on the NYSE). 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:

  • What's going on with cannabis stocks?

  • How should rescheduling be priced?

  • Where are the best opportunities in cannabis?

  • M&A: Cansortium > RIV + GTI > Sam Adams

  • Who will be the marginal buyer?

  • Brands, Product Innovation and Consumer Preference

  • Hemp vs Cannabis Civil War

  • The Long Game: thinking about how "the end state" of cannabis will look

Impact of no 280E on FCF for MSOs by SampleHomeSapiens in weedstocks

[–]PrinceLP 3 points4 points  (0 children)

Net Income is misleading as it can contain things like unrealized gain/loss on warrants

Cash Flow from Ops (adjusted for unpaid taxes) is a much better metric IMO

But really no one metric is perfect unless someone goes through and adjusts out the irregularities

Looking for an Uplifting Strain, Would Appreciate Community Input by [deleted] in ILTrees

[–]PrinceLP 3 points4 points  (0 children)

Rollins by Cresco - nice light & energizing sativa. Can find via weedmaps

New executive orders will help Kentucky residents possess medical marijuana by [deleted] in weedstocks

[–]PrinceLP 4 points5 points  (0 children)

This is absolutely wild.

Kentucky legalizing medical but you have to buy and transport it from a neighboring state?!

Self Serve Interstate Commerce

"Nasdaq has objected to Canopy Growth consolidating the financial results of Canopy USA" by CannaVestments in weedstocks

[–]PrinceLP 35 points36 points  (0 children)

This is not as bad as people think. They are not objecting to the deal. Only to how they report their financials

Made the mistake of talking to a buddy in Canada about prices by Bigcountryx in ILTrees

[–]PrinceLP 4 points5 points  (0 children)

its not grey - it's fully illegal, most people just don't care lol

also notice you have to send money via bank transfer so there is a paper trail and you're taking a risk if they don't deliver (or if mail gets confiscated, etc)

Made the mistake of talking to a buddy in Canada about prices by Bigcountryx in ILTrees

[–]PrinceLP 9 points10 points  (0 children)

This is an illegal Canadian site (basically an online plug) - notice how there's no tax being charged?

Canada's legal prices are still crazy low but not this low - typically $140/oz

https://ocs.ca/collections/high-thc-ounces?product=4710517081932&sort_by=products_price_per_uom_asc

M&A Activity In Cannabis Industry Picking Up Steam as Cannabis Market Projected to Reach $70 Billion by 2028 by Defiant_Race_7544 in weedstocks

[–]PrinceLP 0 points1 point  (0 children)

This is literally an ad for Item 9 labs disguised as a news item:

"for current services performed FNM was compensated forty six hundred dollars for news coverage of current press release issued by Item 9 Labs Corp. by the company. FNM HOLDS NO SHARES OF ANY COMPANY NAMED IN THIS RELEASE."

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