#72 - The Art of Picking A Winning Cannabis Investment (ft. Alex Gastevich)

In this episode we are joined by a special guest and friend of ours, Alex Gastevich. Alex's family office (VGI Investments) has deep experience investing in cannabis since their first investment in GTI in 2014. He joins us to discuss how he and his family think about picking a winner in the cannabis space. In this episode: - How VGI first invested in the cannabis space in 2014 - How do you define a "winner"? - The importance of long term thinking and "intangible fit"  - Private investments in cannabis - how does decision making differ? - Private MSO Ascend Wellness (AWH) and how we decided to invest - Understanding the fundamentals of a limited license market to pick a winner - How to become a better investor in this space - Why the Verano IPO will be one of the hottest in the space and why you should pay attention - Valuation - why it matters and how to think about it - Trading vs Investing with WeedMaps, Verano and SOL as examples - The importance of having an investing network and discussing opportunities from many viewpoints Thanks to Alex for joining us and sharing some great insights, you can connect with him below: VGI Family Office - https://www.vginvests.com/ Alex on LinkedIn - https://www.linkedin.com/in/alexander-gastevich-088a6043/