In this episode we are joined by seasoned cannabis investor and all around gentleman Nick Gastevich (known online as CannaVestments).

You can find Nick on linkedin @ https://www.linkedin.com/in/nicholas-gastevich-75841346/or see his family office website @ https://www.vginvests.com/

The 4 “next tier” MSOs we cover are:

1) Columbia Care

2) AYR Strategies

3) TerrAscend

4) Jushi

We discuss:

• Why it’s important to dig into these mid-tier MSOs

• How these players have a chance to out perform through M&A

• How investors should analyze these company’s footprints

• Why fundamentals and IR mismatch can be an opportunity

• Which companies we like the most from a value perspective

For each company we do a deep dive on:

• The footprint and “core markets”

• Which markets are the most attractive

• How we think the company will perform in 2021 and beyond

• How M&A has shaped the company

• Revenue and EBITDA multiples

• Valuation: where do we see value?

Thanks to Nick for joining us – his insights are always greatly appreciated