4Twenteezs with Pablo Zuanic | Podcast on RSS.com

4Twenteezs with Pablo Zuanic

4Twenteezs with Pablo Zuanic

by Pablo Zuanic

Investing Business News

Season 3

Outlook Views from Chicago Atlantic & NewLake Capital Partners

Speakers: Peter Sack, Managing Partner, Chicago Atlantic Anthony Coniglio, CEO, NewLake Capital Partners Discussion Points: · States with the most demand for capital · Signs of M&A activity pick-up · Cannabis macro and regulatory outlook · Trends on demand and supply of capital to cannabis operators · Investor sentiment on cannabis finance companies · Views on the direction of interest rates #CannabisStocks #CannabisNews #ChicagoAtlantic #CannabisInvesting #CannabisCommunity #Webinar #LiveStream #420Odysseus #pablozuanic #NewlakeCapitalPartners

Fireside Chat with Vireo Growth Management

Speakers: Tyson Macdonald, Chief Financial Officer Sam Armenia, Director, Capital Markets Discussion Points: Differentiated rollup strategy Proforma valuation, factoring all pending deals Overview of deals yet to close Licensed restricted markets vs. matured/low-price markets Why invest in ancillary businesses Balance sheet strength Regulatory outlook #CannabisStocks #CannabisNews #VireoGrowth $VREO $VREOF #CannabisInvesting #CannabisCommunity #Webinar #LiveStream #420Odysseus #pablozuanic

Why is the market valuing Decibel at less than 2× our projected 2027 EBITDA?

Why is the market valuing Decibel at less than 2× our projected 2027 EBITDA? We sat down with Benjamin Sze, CEO of Decibel Cannabis Company, following the company's latest quarterly results. In this 11-minute conversation, we discuss: Q2 revenue and EBITDA Domestic growth and market-share gains International expansion • EU-GMP processing 50 cultivator customers and 16 overseas distributors Free cash flow generation Raised 2026 guidance The company's strategic value in a consolidating industry Our latest report rates Decibel Overweight. Our CY27 estimates imply 0.5× sales and 1.8× EBITDA. And while Zuanic & Associates does not publish price targets, our analysis shows that applying a 10× EBITDA multiple to our projected 2027 EBITDA would imply greater than 5× upside by December 2026. Read the full research report and watch the CEO interview for the complete thesis, assumptions and risks. #Decibel #DecibelCannabis #DB #DBCCF #TSXV #OTCQB #Stocks #Investing #EquityResearch #SmallCapStocks #CanadianStocks #GrowthStocks #MarketAnalysis

Fireside Chat: Curaleaf Offer to Buy Aurora

Speaker: Boris Jordan, Chairman & CEO, Curaleaf Discussion Points • Why is Aurora the right target, among NASDAQ listed Canadian LPs • Why now? why not wait for S3 rescheduling and uplisting • Comparing cultivation scale and international RTM of the larger Canadian LPs • Mechanics of an OTC company buying a NASDAQ-listed operator? Plan to keep NASDAQ listing? • Will regulators in several countries have to approve the deal? • Plan B for Curaleaf if ACB bid fails • Could this trigger more Canada/US M&A? But more LP greater than MSO than MSO greater than LP #Curaleaf #ACB #AuroraCannabis #CannabisMerger #CannabisIndustry #MergersAndAcquisitions #CannabisNews

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.

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