4Twenteezs with Pablo Zuanic25 Nov 2025

251125 Panel to Discuss the MSO Sector's Next Catalysts

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 catalysts (there are several)

#CannabisIndustry #CannabisInvesting #MSOs #280E #CannabisRescheduling #CannabisStocks #HempTHC #CannabisRegulation #MariMed #NLCP #Jushi

pablo.zuanic@zuanicgoup.com in

X https://x.com/420Odysseus

https://www.linkedin.com/company/zuanic-associates-llc

This video is not intended as investment advice, nor should it be construed as a recommendation to engage in any investment activity. Investors are encouraged to conduct their own thorough research and analysis and to seek advice from qualified financial advisors before making any investment decisions. The information contained in this video should be used as a supplementary tool, not as the sole basis for any investment decision.

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Episoder(72)

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