Capital Employed Podcast #45
A Generational Investment Opportunity
A chat with Aaron Edelheit from the Mindset Cannabis Value Fund
For this episode we had the pleasure of being joined by Aaron Edelheit from the Mindset Cannabis Value Fund.
Aaron recently wrote the Cannabis Manifesto, which does a great job of laying out the thesis of why the cannabis industry in North America is a such a compelling investment opportunity.
In this episode we discuss his thesis, and three stocks in his portfolio he is bullish on for the long term.
Stocks featured
* Verano Holdings (VRNO)
* Ayr Wellness (AYR)
* Glass House Brands Inc (GLASF)
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Follow Aaron
* website: mindsetcapital.com
* twitter: @aaronvalue
Disclaimer
This podcast is for informational and educational purposes only, and should not be seen as investment advice. Please do your own research before thinking of investing in any company mentioned.
