Aaron Edelheit: Crash Course on Cannabis Investing

<p>Welcome back Aaron Edelheidt! This is the second time Aaron is on the Value Hive Podcast. This time around he was kind enough to give us a Crash Course on the Weed Industry and gave us insight on what exciting developments are happening in the political landscape, how important are brands in the weed industry, why high barriers of entry exist, what are MSOS, Glass House Farms and why he decide to start a only Cannabis Fund.</p> <ul> <li>[0:00] The Beginning of a Weed Bull Market: Chuck Schummer</li> <li>[16:00] Weed: Brands will be their moats.</li> <li>[23:00] Weed: High Barriers to Entry</li> <li>[37:00] Which Weed Business to Invest in?</li> <li>[45:00] Glass House Farms (GLASF)</li> <li>[53:00] MSOS are Fantastic Business</li> <li>[1:00:00] Wrong or Being Early?</li> <li>[1:10:00]Why start the fund?</li> <li>[1:15:00] More from Aaaron Edelheit and Closing Questions</li> </ul> <p>Make sure to follow Aaron on Twitter <a href="https://twitter.com/aaronvalue" target="_blank">here</a> and check out DignityMoves <a href="https://dignitymoves.org/" target="_blank">here</a>!</p> <p>Finally, a big thanks to the following sponsors for making the podcast a reality.</p> <p><strong>Mitimco</strong></p> <p>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&nbsp;<a href="https://emergingmanagers.org/" rel="ugc noopener noreferrer" target="_blank">emergingmanagers.org</a>, a website for emerging manager stock pickers.</p> <p>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!</