The Meb Faber Show - Better Investing
Aaron Edelheit - Investing in Cannabis: The Next Great Investment Opportunity | #541
Jul 12, 2024
Aaron Edelheit, CEO of Mindset Capital, discusses the state of the cannabis sector, potential Federal regulatory changes, key characteristics in cannabis companies, the opportunity with low dose hemp beverages, and identifying risks in the cannabis space.
53:26
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Quick takeaways
- Cannabis industry offers unique investment opportunities due to lack of institutional involvement.
- Operational excellence is crucial for successful cannabis cultivation, focusing on challenges like quality control and scalability.
Deep dives
Overview of Cannabis Market and Investment Potential
Investing in the cannabis space, Aaron Edelheit discusses the unique opportunity presented by the industry. He highlights the lack of institutional investors involved due to federal illegality, emphasizing the competitive edge resulting from this scarcity. Edelheit points out the considerable market potential of cannabis being a 'great replacement' for other substances like alcohol and opioids, showcasing its impact on reducing excessive drinking and opioid use.
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