#199 - Finding Unique Winners in Cannabis & Recessions (ft. Aaron Edelheit of Mindset Capital)
Description
In this episode we are joined by Aaron Edelheit of Mindset Capital. Aaron runs a cannabis dedicated fund which pivoted from investing in large MSOs to focusing on unique small cap names.
Although cannabis has been in a brutal bear market some of Aaron's largest contrarian investments in Glass House and Grown Rogue have had phenomenal returns.
In this episode we discuss:
- Aaron's pre-cannabis background investing through the dot com crash and the 2008 financial crisis
- How & Why Aaron pivoted from large MSOs to smaller names
- Aaron's Top Picks: Glass House & Grown Rogue
- Process for picking unloved names
- Politics: Election season & S3
Thanks to Aaron for joining us for this episode
Connect with Aaron:
On Twitter - https://x.com/aaronvalue
Mindset Capital Substack - https://mindsetvalue.substack.com/
United States
