Aaron Edelheit - Investing in Cannabis: The Next Great Investment Opportunity | #541

The Meb Faber Show - Better Investing

The Idea Farm

Business, Investing, Management

4.7 • 938 Ratings

🗓️ 12 July 2024

⏱️ 49 minutes

🔗️ Recording | iTunes | RSS

🧾️ Download transcript

Summary

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. (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 ----- Follow Meb on Twitter, LinkedIn and YouTube For detailed show notes, click here To learn more about our funds and follow us, subscribe to our mailing list or visit us at cambriainvestments.com ----- 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). Follow The Idea Farm: Twitter | LinkedIn | Instagram | TikTok ----- Interested in sponsoring the show? Email us at [email protected] ----- Past guests include Ed Thorp, Richard Thaler, Jeremy Grantham, Joel Greenblatt, Campbell Harvey, Ivy Zelman, Kathryn Kaminski, Jason Calacanis, Whitney Baker, Aswath Damodaran, Howard Marks, Tom Barton, and many more. ----- Meb's invested in some awesome startups that have passed along discounts to our listeners. Check them out here! Learn more about your ad choices. Visit megaphone.fm/adchoices

Transcript

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0:00.0	Welcome to the Medfavor Show where the focus is on helping you grow and preserve your wealth.
0:06.6	Join us as we discuss the craft of investing and uncover new and profitable ideas,
0:10.9	all to help you grow wealthier and wiser.
0:13.0	Better investing starts here.
0:15.0	Meff Baber is the co-founder and Chief Investment Officer at Cambria Investment Management.
0:18.0	Did it industry regulations, he will not discuss any of Cambra's funds on this podcast.
0:22.0	All opinions expressed, all opinions,
0:23.0	all opinions, and do not reflect the opinion of
0:25.3	Cambria Investment Management or its affiliates.
0:27.2	For more information, visit Cambria Investments.com.
0:30.6	This episode is brought to you by 10 East.
0:33.0	Long time listeners know I've invested in private markets quite a bit myself,
0:37.0	but with access to these markets broadening,
0:39.0	it can be hard to know where to find vetted high quality offerings.
0:42.0	That's where 10 East comes in. Ten East is a platform where
0:45.9	qualified investors can co-invest on a deal by deal basis across private equity, private credit,
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0:55.2	unavailable through traditional channels. They're founded and led by Michael Lefel,
0:59.7	who spent his early career building Davidson Kimpner and who invest material personal
1:04.2	capital in every offering they bring to the platform aligning interests with 10 East
1:08.3	members who co-invest at their discretion. Join numerous founders, executives in portfolio managers from leading investment firms who use
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	...

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