# #220 - S3 & Financial Review of the Big 5 MSOs (ft. Nick Gastevich aka CannaVestments)

Page: https://stenobird.com/podcast/cannabis-investing-network-467063/220-s3-financial-review-of-the-big-5-msos-ft-nick-gastevich-aka-cannavestments
Text version: https://stenobird.com/podcast/cannabis-investing-network-467063/220-s3-financial-review-of-the-big-5-msos-ft-nick-gastevich-aka-cannavestments.md
Podcast: [Cannabis Investing Network](https://stenobird.com/podcast/cannabis-investing-network-467063)
Published: 2026-04-29T09:00:00+00:00
Episode link: https://podcasters.spotify.com/pod/show/cannabis-investing-network/episodes/220---S3--Financial-Review-of-the-Big-5-MSOs-ft--Nick-Gastevich-aka-CannaVestments-e3ij63v
Audio file: https://anchor.fm/s/cbdfbf8/podcast/play/119166527/https%3A%2F%2Fd3ctxlq1ktw2nl.cloudfront.net%2Fstaging%2F2026-3-28%2F61c4c4f3-6d7c-dd56-edd9-f796c8e029cc.mp3
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JSON: https://stenobird.com/v1/public/podcasts/cannabis-investing-network-467063/episodes/220-s3-financial-review-of-the-big-5-msos-ft-nick-gastevich-aka-cannavestments
Duration seconds: 7601

## Resource

We're back with the most anticipated episode of the year! In this year end financial review episode we are joined by our friend Nick Gastevich (aka CannaVestments) who is a long time private and public cannabis investor. In this Financial Review we cover - The biggest opportunity in Cannabis right now - Current market, hemp, portfolio sizing and which stocks we're currently buying - Cash flow, future growth & 280E benefits - Thoughts on MSOs valuations; financial metrics; balancing positives and negatives Thanks to Nick for joining us and sharing his detailedanalysis as always! Connect with Nick: Twitter - ⁠⁠⁠⁠https://twitter.com/CannaVestments⁠⁠⁠⁠ LinkedIn - ⁠⁠⁠⁠https://www.linkedin.com/in/nicholas-gastevich-75841346/⁠⁠⁠⁠ Family Office Website - ⁠⁠⁠⁠https://www.vginvests.com/ ⁠

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## Transcript

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