#199 - Finding Unique Winners in Cannabis & Recessions (ft. Aaron Edelheit of Mindset Capital)

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/