#223 - Doing Good Deals aka Return on Capital (ft. Real Estate Randy)

Scott Grossman (aka SRG444) joins us at a critical time (pre-election) to discuss cannabis and broader markets.A lot has happened since his last appearance and many of the names discussed have had incredible re-ratings.We discuss market opportunities, Cannabis 3.0, rescheduling, uplisting and sprinkle our top stock ideas in many different parts of the market throughout.To close it off Scott shares which stocks he has been buying and why.Thanks as always to Scott for a great conversationFollow Scott on Twitter @ ⁠⁠⁠⁠⁠⁠https://twitter.com/srg444 ⁠⁠⁠Read Scott's Long Form Thoughts & Sunday Sesh:⁠⁠⁠https://scottrgrossman.substack.com/⁠

We are back with crowd favourite Real Estate Randy. Randy works with MSOs and Cannabis Operators to help open dispensaries across Florida.In this episode we discuss finding good cannabis deals, where others went wrong, the historic momentum unwind in AI stocks, the best opportunities we are seeing today and what Randy thinks will happen with hemp in Florida.Thanks to Randy for another great conversation!Hope you're all having a great summer!

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 picksThanks to Hirsh as always for his insights on the industryConnect with Hirsh:LinkedIn - ⁠⁠⁠⁠https://www.linkedin.com/in/hirsh-jain/⁠⁠⁠⁠Twitter - ⁠⁠⁠⁠https://twitter.com/anandastrategy⁠⁠⁠⁠Hirsh's Website - ⁠⁠⁠⁠https://anandastrategy.com/

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 GuysOn Twitter: ⁠⁠⁠⁠⁠⁠⁠https://twitter.com/ChartGuys⁠⁠⁠⁠⁠⁠⁠The Chart Guys on Youtube: ⁠⁠⁠⁠⁠⁠⁠https://www.youtube.com/channel/UCnqZ2hx679DqRi6khRUNw2g⁠⁠⁠⁠⁠

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/ ⁠

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 conversationFollow Scott on Twitter @ ⁠⁠⁠⁠⁠https://twitter.com/srg444 ⁠⁠Read Scott's Long Form Thoughts @⁠⁠https://scottrgrossman.substack.com/

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 outThanks to Hirsh as always for a candid conversation about the future of the industryConnect with Hirsh:LinkedIn - ⁠⁠⁠https://www.linkedin.com/in/hirsh-jain/⁠⁠⁠Twitter - ⁠⁠⁠https://twitter.com/anandastrategy⁠⁠⁠Hirsh's Website - ⁠⁠⁠https://anandastrategy.com/

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 2026Big thanks to Dan for another great discussion to start the yearFollow Dan / The Chart GuysOn Twitter: ⁠⁠⁠⁠⁠⁠https://twitter.com/ChartGuys⁠⁠⁠⁠⁠⁠The Chart Guys on Youtube: ⁠⁠⁠⁠⁠⁠https://www.youtube.com/channel/UCnqZ2hx679DqRi6khRUNw2g⁠⁠⁠⁠⁠LLM Conversations MentionedOn Cannabis Stocks - https://g.co/gemini/share/29fe535b4baeOn Memory Stocks - https://gemini.google.com/share/86dc273c5e81

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/jesseredmondHigher Exchanges Podcast - https://x.com/higherexchanges

Here we go again! Scott Grossman (aka SRG444) of Turning Point Brands joins us at an important time for cannabis and markets.Our conversation covers 4 key questions:1. S3 & Cannabis Stocks - where are we and what's the path forward?2. Frothy & Exciting Markets - how to manage your emotions & portfolio3. AGFY/Rhythm Deal - SRG breaks it down4. Predictions & Top PicksThanks 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/