#57 - Understanding the Big 4 MSOs (ft. CannaVestments aka Nick Gastevich)

In this episode we are joined by Nick Gastevich who is known on the forums as CannaVestments. He is known for deep cannabis knowledge, a keen analytical eye and being an all-around nice guy. Nick runs a family office along with his brother - they started in the industry in 2014 with an investment in Green Thumb. He joins us on this episode to do a deep dive on the "Green Chip" cannabis names which have captured investor attention lately. In this episode we review: 1. Green Thumb (GTI)  2. Trulieve 3. Cresco Labs 4. Curaleaf For each company we review - Footprint of each company  - Key markets for each company (now and in the future) - Which markets and assets are the most exciting - Q2 Financials - Revenue, Gross Margins & Adjusted EBITDA - 2020 & 2021 Earnings Multiples - Valuations of each company: now and in the future - Ranking of the big 4 at current prices Note: This episode was recorded a few weeks ago, since then Florida has legalized edibles