4Twenteezs with Pablo Zuanic | Podcast in RSS.com

4Twenteezs with Pablo Zuanic

4Twenteezs with Pablo Zuanic

di Pablo Zuanic

Investimenti Notizie economiche

Stagione 3

Fireside Chat with the CEO of NewLake Capital Partners

Speakers: Anthony Coniglio, Chief Executive Officer, NewLake Capital Partners Discussion Points Potential for NLCP to uplist in NYSE Growth prospects for NLCP, and property book update TAM of unencumbered real estate assets in the cannabis ecosystem Room to operate outside the US Preview of the ALJ hearings and what happens after 7/15 Will more companies deconsolidate their med v. rec operations What will boost institutional investor engagement in the sector #Cannabis #cannabisstocks #NLCP #REIT #Cannabisinvesting

Panel Discussion on the State of the Dutch Experiment

Speakers: Orville Bovenschen, President, Village Farms Canadian Cannabis & Leli Holland Mike Gorenstein, CEO, Cronos Group Rick Bakker, CEO, Hollandse Hoogtes Discussion Points: Feedback from producers, coffee shop owners, consumers, and town officials, and regulators Will the central government add more towns to the pilot in the next 1-2 years Enforcement (grey market suppliers; coffee shops) Are pilot towns adding more coffee shops Consumer traffic from non-pilot towns State of the 10 licensed producers in the pilot VFF: Leli capacity expansion, new SKUs, listings in coffeeshop menus, leveraging BC expertise CRON: Canadelaar integration; facility improvements; market share trends; rolling out new brands HH: legacy expertise; recent awards; expansion plans; benchmarking the top 3 #villagefarms #cronosgroup #pablozuanic #DutchCannabis #VFF #CRON #Cannabisindustry

Z&A Interview with Tilray Chairman & CEO Irwin Simon

Speaker: Irwin Simon, Chairman & CEO, Tilray Brands #tilray #irwinsimon #cannabisindustry #Cannabisstocks #pablozuanic #zuanicassociates Renowned analyst Pablo Zuanic conducts insightful interviews with key figures in the cannabis industry, helping investors better understand the dynamic sectoral landscape and gain firsthand knowledge of the various operators. Zuanic & Associates is a boutique equity research, consulting, and advisory firm covering the emerging consumer sectors. Led by renowned Wall Street analyst Pablo Zuanic, the firm covers companies in North America and overseas, publishing both thematic and stock-specific research. The firm’s publications are often covered by the business wires, trade publications, and social media. Follow us on http://zuanicassociates.com pablo.zuanic@zuanicgoup.com in X https://x.com/420Odysseus https://www.linkedin.com/company/zuanic-associates-llc Disclaimer: The content presented in this video clip is an integral part of Zuanic & Associates’ due diligence and research process. The views and opinions expressed by the speakers are solely their own and do not necessarily represent the views or opinions of Zuanic & Associates, its affiliates, or its employees. Zuanic & Associates may have current or future business relationships with the companies or individuals mentioned in this video; however, any such relationships are not intended to influence the content presented herein. This video is provided solely for educational and informational purposes. This video is not intended as investment advice, nor should it be construed as a recommendation to engage in any investment activity. Investors are encouraged to conduct their own thorough research and analysis and to seek advice from qualified financial advisors before making any investment decisions. The information contained in this video should be used as a supplementary tool, not as the sole basis for any investment decision.

Fireside Chat with Village Farms President & CEO

Speakers: Michael DeGiglio, President & CEO, Village Farms International Discussion Points: · VFF US plans following S3 rescheduling · Options to enter the Texas medical cannabis market · VFF participation in the CMS CBD pilot program · Canadian capacity expansion · Update on the Dutch operations and 4x capacity increase · Plans to forward integrate overseas (downstream investments) · Domestic rec performance and portfolio gaps (if any) #Villagefarms #VFF #cannabisstocks #cannabisindustry #MSOS #pablozuanic #280e #rescheduling

Fireside Chat with Cresco Labs CEO Charlie Bachtell

Speaker: Charlie Bachtell, CEO & Director, Cresco Labs Discussion Points: · A reminder of why rescheduling is so relevant · Unpacking the DOJ’s General Order of 4/23 · Why the 6/29 hearing is necessary to reach the Final Order stage · Cresco’s exposure to med and rec · Treasury/IRS guidance on 280e · Implications of registering with the DEA at the federal level · FDA oversight vs. state med regulators · Path to custody, banking services, uplisting #crescolabs #charliebachtell #cannabisstocks #cannabisindustry #MSOS #pablozuanic #280e #rescheduling

Recap of MSO Earnings and Outlook: Coniglio & Zuanic

Speakers: Pablo Zuanic, Managing Partner, Zuanic & Associates Anthony Coniglio, CEO, NewLake Capital Partners Discussion Points: Pablo and Anthony will discuss the 4Q earnings season and sector outlook for the MSO group. · Recap of 4Q MSOs performance across key metrics · Benchmarking MSOs B/S and CF · CY26 sector and company outlook · Upside from regulatory unlocks (federal/state) · Potential for M&A · International angle if applicable #MRMD #PLTH #VEXT #JUSHF #VREOF #CNTMF #CURAF #GTBIF #VRNO #TCNNF $NLCP #cannabisindustry #Cannabisstocks #pablozuanic #zuanicassociates Renowned analyst Pablo Zuanic conducts insightful interviews with key figures in the cannabis industry, helping investors better understand the dynamic sectoral landscape and gain firsthand knowledge of the various operators. Zuanic & Associates is a boutique equity research, consulting, and advisory firm covering the emerging consumer sectors. Led by renowned Wall Street analyst Pablo Zuanic, the firm covers companies in North America and overseas, publishing both thematic and stock-specific research. The firm’s publications are often covered by the business wires, trade publications, and social media. Follow us on http://zuanicassociates.com pablo.zuanic@zuanicgoup.com in X https://x.com/420Odysseus https://www.linkedin.com/company/zuanic-associates-llc Disclaimer: The content presented in this video clip is an integral part of Zuanic & Associates’ due diligence and research process. The views and opinions expressed by the speakers are solely their own and do not necessarily represent the views or opinions of Zuanic & Associates, its affiliates, or its employees. Zuanic & Associates may have current or future business relationships with the companies or individuals mentioned in this video; however, any such relationships are not intended to influence the content presented herein. This video is provided solely for educational and informational purposes. This video is not intended as investment advice, nor should it be construed as a recommendation to engage in any investment activity. Investors are encouraged to conduct their own thorough research and analysis and to seek advice from qualified financial advisors before making any investment decisions. The information contained in this video should be used as a supplementary tool, not as the sole basis for any investment decision.

International Consolidation – Discussing the Canify AG and MG Health Merger

Speakers: Sascha Mielcarek, CEO, Canify AG Luke Van der Nest, Commercial Director, MG Health Ltd Discussion Points: description of the deal details rationale and expectations proforma financials brief description about both companies, and track records projections for the German MMJ market (and rest of Europe) what gaps would be left to fill (with future M&A) for the new company #Canify #MGHealth #Merger #EuropeanCannabis #GermanyCannabis #Pharma #TLRY #ACB #CGC #CRON #VFF #DBCC #ROMJF #Cannabisindustry #PabloZuanic Renowned analyst Pablo Zuanic conducts insightful interviews with key figures in the cannabis industry, helping investors better understand the dynamic sectoral landscape and gain firsthand knowledge of the various operators. Zuanic & Associates is a boutique equity research, consulting, and advisory firm covering the emerging consumer sectors. Led by renowned Wall Street analyst Pablo Zuanic, the firm covers companies in North America and overseas, publishing both thematic and stock-specific research. The firm’s publications are often covered by the business wires, trade publications, and social media. Follow us on http://zuanicassociates.com pablo.zuanic@zuanicgoup.com in X https://x.com/420Odysseus https://www.linkedin.com/company/zuanic-associates-llc Disclaimer: The content presented in this video clip is an integral part of Zuanic & Associates’ due diligence and research process. The views and opinions expressed by the speakers are solely their own and do not necessarily represent the views or opinions of Zuanic & Associates, its affiliates, or its employees. Zuanic & Associates may have current or future business relationships with the companies or individuals mentioned in this video; however, any such relationships are not intended to influence the content presented herein. This video is provided solely for educational and informational purposes. This video is not intended as investment advice, nor should it be construed as a recommendation to engage in any investment activity. Investors are encouraged to conduct their own thorough research and analysis and to seek advice from qualified financial advisors before making any investment decisions. The information contained in this video should be used as a supplementary tool, not as the sole basis for any investment decision.

Fireside Chat with Decibel Cannabis Company C-Suite

Speakers: Benjamin Sze, CEO Stuart Boucher, CFO Discussion Points: International growth outlook and plans Benefits from AgMedica integration Canadian supply chain Performance of infused pre-rolls Trends in vape segment Cash flow trends and balance sheet #cannabisstocks #cannabisindustry #DecibelCannabis #DB #DBCCF Renowned analyst Pablo Zuanic conducts insightful interviews with key figures in the cannabis industry, helping investors better understand the dynamic sectoral landscape and gain firsthand knowledge of the various operators. Zuanic & Associates is a boutique equity research, consulting, and advisory firm covering the emerging consumer sectors. Led by renowned Wall Street analyst Pablo Zuanic, the firm covers companies in North America and overseas, publishing both thematic and stock-specific research. The firm’s publications are often covered by the business wires, trade publications, and social media. Follow us on http://zuanicassociates.com pablo.zuanic@zuanicgoup.com in X https://x.com/420Odysseus https://www.linkedin.com/company/zuanic-associates-llc Disclaimer: The content presented in this video clip is an integral part of Zuanic & Associates’ due diligence and research process. The views and opinions expressed by the speakers are solely their own and do not necessarily represent the views or opinions of Zuanic & Associates, its affiliates, or its employees. Zuanic & Associates may have current or future business relationships with the companies or individuals mentioned in this video; however, any such relationships are not intended to influence the content presented herein. This video is provided solely for educational and informational purposes. This video is not intended as investment advice, nor should it be construed as a recommendation to engage in any investment activity. Investors are encouraged to conduct their own thorough research and analysis and to seek advice from qualified financial advisors before making any investment decisions. The information contained in this video should be used as a supplementary tool, not as the sole basis for any investment decision.

The Reg and Macro Outlook For U.S. CBD

Speakers: Jared Stanley, Co-Founder & Board Member, Charlotte’s Web Joseph Dowling, CEO, CV Sciences John Harloe, General Counsel, Village Farms International (CBDistillery) Discussion Points: · Reconciling the CR (11/12) and 12/18 Oval Office announcements (EO signing) · On the various “emerging” hemp-related bills (Griffiths, etc) · Will the CR be amended with various “carve-outs” (for non-intoxicating CBD? HDD9 bevs? etc) · Or will implementation (CR) be delayed (as with the Farm Bill?) · On the CMMS pilot program giving seniors access to CBD · Companies (speaking here) plans for 2026 · FDA producing list of various cannabinoids (per CR mandate?) · Note: To watch the signing of the Executive Order: https://www.youtube.com/watch?v=DTVbPs1RoKo

Fireside Chat with Advanced Flower Capital C-Suite

Speakers: Daniel Neville, Chief Executive Officer & Partner Robyn Tannenbaum, Chief Investment Officer & President Discussion Points: Company outlook post the conversion to BDC Diversification plans away from cannabis Room to fund loan book growth Likely book size and metrics by YE26 Outlook for the mortgage REIT and BDC sector, in general Cannabis sector federal and state outlook State of the book’s non-accruals Managing interest rate risk and unscheduled early repayments #cannabisstocks #cannabisindustry #AdvanceFlowerCapital #AFCGamma #AFCG Renowned analyst Pablo Zuanic conducts insightful interviews with key figures in the cannabis industry, helping investors better understand the dynamic sectoral landscape and gain firsthand knowledge of the various operators. Zuanic & Associates is a boutique equity research, consulting, and advisory firm covering the emerging consumer sectors. Led by renowned Wall Street analyst Pablo Zuanic, the firm covers companies in North America and overseas, publishing both thematic and stock-specific research. The firm’s publications are often covered by the business wires, trade publications, and social media. Follow us on http://zuanicassociates.com pablo.zuanic@zuanicgoup.com in X https://x.com/420Odysseus https://www.linkedin.com/company/zuanic-associates-llc Disclaimer: The content presented in this video clip is an integral part of Zuanic & Associates’ due diligence and research process. The views and opinions expressed by the speakers are solely their own and do not necessarily represent the views or opinions of Zuanic & Associates, its affiliates, or its employees. Zuanic & Associates may have current or future business relationships with the companies or individuals mentioned in this video; however, any such relationships are not intended to influence the content presented herein. This video is provided solely for educational and informational purposes. This video is not intended as investment advice, nor should it be construed as a recommendation to engage in any investment activity. Investors are encouraged to conduct their own thorough research and analysis and to seek advice from qualified financial advisors before making any investment decisions. The information contained in this video should be used as a supplementary tool, not as the sole basis for any investment decision.

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