Aaron Edelheit: Dumpster Diving in Cannabis

Feb 9, 2024

Guest Aaron Edelheit, an investor in the cannabis industry, discusses the challenges of cannabis investing in 2022, the benefits of cannabis as a replacement for toxic substances, the potential of the cannabis sector, measuring and comparing cannabis companies, craft branding strategy, revenue and growth in the industry, and opportunities in the cannabis industry. Two sponsors, Ticker and Marhelm, are also mentioned.

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Introduction

00:00 • 3min

Reflections on the Challenging Times of Cannabis Investing in 2022

02:48 • 6min

The Benefits of Cannabis as a Replacement for Toxic Substances

08:22 • 3min

The Potential of the Cannabis Sector

11:14 • 28min

Measuring and Comparing Cannabis Companies: Challenges and Limitations

39:29 • 4min

Craft Branding Strategy in the Cannabis Industry

43:13 • 22min

Exploring the Revenue, Low Dose Beverages, and Growth in the Cannabis Industry

01:05:26 • 3min

Exploring Cannabis Industry Opportunities and Two Sponsors Spotlighted

01:08:33 • 2min

I hope you guys enjoy my podcast with Aaron Edelheit on the Cannabis industry.

I had Aaron on the podcast two years ago to dive deep into the cannabis space. Since then, the industry has done nothing but incinerate investor capital.

And that's precisely why I wanted to interview Aaron. I love his transparency, humility, and ability to objectively assess where/what he got wrong, and how he plans on fixing his cannabis investing process in 2024.

Thanks again to Aaron for coming back on the show. I had a blast!

Finally, a big thanks to the following sponsors for making the podcast a reality.

Mitimco

This episode is brought to you by MIT Investment Management Company, also known as MITIMCo, the investment office of MIT. Each year, MITIMCo invests in a handful of new emerging managers who it believes can earn exceptional long-term returns in support of MIT's mission. To help the emerging manager community more broadly, they created ⁠⁠⁠⁠⁠emergingmanagers.org⁠⁠⁠⁠⁠, a website for emerging manager stockpickers.

For those looking to start a stock-picking fund or just looking to learn about how others have done it, I highly recommend the site. You'll find essays and interviews by successful emerging managers, service providers used by MIT's own managers, essays MITIMCo has written for emerging managers and more!

Tegus

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I spend nearly all my time reading Tegus calls on existing holdings and new ideas. And I know you will too. So if you’re interested, head on over to ⁠⁠⁠⁠⁠tegus.co/valuehive⁠⁠⁠⁠⁠ for a free trial to see for yourself.

TIKR

TIKR is THE BEST resource for all stock market data, I use TIKR every day in my process, and I know you will too. Make sure to check them out at ⁠⁠⁠⁠⁠TIKR.com/hive⁠⁠⁠⁠⁠.

Marhelm

Marhelm is an information service for investors to find real value in an overvalued market. With a focus on shipping and commodities, Marhelm helps you stay on the pulse of global trade, track global sentiment, and identify compelling investment opportunities. Get 20% of your subscription by using the code VALUE at checkout. Check it out ⁠⁠⁠⁠⁠here⁠⁠⁠⁠⁠.