251125 Panel to Discuss the MSO S...
251125 Panel to Discuss the MSO Sector's Next Catalysts
4Twenteezs with Pablo Zuanic by Pablo Zuanic
S2 · E21
Nov 25, 2025
01:06:17
Episode notes

Speakers:

Jon Levine, CEO, MariMed

Anthony Coniglio, CEO, NewLake Capital Partners

Jim Cacioppo, CEO, Jushi Holdings

Discussion Points

  • With MSO stocks back at historical lows, what are investors getting wrong?
  • Quantifying the upside for the regulated cannabis operators from the ban on hemp derivatives, on sales as well as on pricing
  • The potential for a pardon of 280e tax liabilities, or at least for a partial pardon and long-term payment agreements
  • The potential for phasing out 280e even without rescheduling
  • The timing, process, and structure of rescheduling; and the benefits beyond taxes
  • Descheduling vs. rescheduling
  • The Supreme Court angle and the recent Koch Brothers amicus brief filed with the court
  • State level catalys ... 
Keywords
Cannabis
Rescheduling
Investing
C Suite
Marijuana
dispensary
Dispensaries
280E
MSOs
Schedule 3
schedule III
Canada
Germany
Pharmacy
medical cannabis
patients
JUSHI
recreational cannabis
vape
vaping
vapes
schedule 1
Zuanic & associates
Pablo Zuanic
Investing Cannabis
Pennsylvania
Hemp Drinks
hemp
Farm Bill
Real Estate
Safe banking
Safer banking
MariMed
Hemp Derivatives
Hemp Beverage Alliance
weed drinks
Anthony Coniglio
NewLake Property Partners
California
Betty's Eddies
massachusatts
Cannabis law
Portugal
Decibel cannabis
Jim Cacioppo
What place this episode is about