#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