The Meb Faber Show: “The Opportunity Only A Few Investors See: Aaron Edelheit Reveals”
The Meb Faber Show: “The Opportunity Only A Few Investors See: Aaron Edelheit Reveals”
Subscribe to The Meb Faber Show podcast on your favorite platform so you never miss an episode! https://pod.link/1128955736
Today’s returning guest is Aaron Edelheit, CEO and founder of Mindset Capital, a private investment firm.
In today’s episode, Aaron updates us on the state of the cannabis sector after a rough couple of years. He touches on possible Federal regulatory changes, the key characteristics he looks for in cannabis companies and why he refers to cannabis as the great replacement. As we wind down, Aaron talks about why he’s so excited about the opportunity with low dose hemp beverages.
To see links or read the transcript of the episode, visit us at https://www.themebfabershow.com/episo…
(1:47) Overview of the cannabis industry
(6:00) The possibility of Federal legalization
(17:30) Valuation discussion
(21:39) Operational challenges in cannabis
(26:07) Factors with successful cannabis companies
(31:10) Cannabis investment opportunities
(34:18) The opportunity with low dose hemp beverages
(41:32) Identifying risks in the cannabis space
(44:51) Securities lending revenue in relation to ETFs
—–
Sponsor: Today’s episode is sponsored by YCharts. YCharts enables financial advisors to make smarter investment decisions and better communicate with clients. Visit YCharts to start your free trial and be sure to mention “Meb” for 20% off your subscription (new clients only). Learn more: https://go.ycharts.com/meb-faber
—–
—– Follow Meb:
Twitter: https://twitter.com/MebFaber
LinkedIn: https://www.linkedin.com/in/mebanefaber/
Website: http://mebfaber.com/
20240712