# #199 - Finding Unique Winners in Cannabis & Recessions (ft. Aaron Edelheit of Mindset Capital)

Page: https://stenobird.com/podcast/cannabis-investing-network-467063/199-finding-unique-winners-in-cannabis-recessions-ft-aaron-edelheit-of-mindset-capital
Text version: https://stenobird.com/podcast/cannabis-investing-network-467063/199-finding-unique-winners-in-cannabis-recessions-ft-aaron-edelheit-of-mindset-capital.md
Podcast: [Cannabis Investing Network](https://stenobird.com/podcast/cannabis-investing-network-467063)
Published: 2024-08-07T09:00:00+00:00
Episode link: https://podcasters.spotify.com/pod/show/cannabis-investing-network/episodes/199---Finding-Unique-Winners-in-Cannabis--Recessions-ft--Aaron-Edelheit-of-Mindset-Capital-e2mtfn8
Audio file: https://anchor.fm/s/cbdfbf8/podcast/play/90143912/https%3A%2F%2Fd3ctxlq1ktw2nl.cloudfront.net%2Fstaging%2F2024-7-7%2F5e1ed1f4-9ef9-cfa7-fd76-d8f855d06b04.mp3
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Duration seconds: 4418

## Resource

In this episode we are joined by Aaron Edelheit of Mindset Capital. Aaron runs a cannabis dedicated fund which pivoted from investing in large MSOs to focusing on unique small cap names. Although cannabis has been in a brutal bear market some of Aaron's largest contrarian investments in Glass House and Grown Rogue have had phenomenal returns. In this episode we discuss: - Aaron's pre-cannabis background investing through the dot com crash and the 2008 financial crisis - How & Why Aaron pivoted from large MSOs to smaller names - Aaron's Top Picks: Glass House & Grown Rogue - Process for picking unloved names - Politics: Election season & S3 Thanks to Aaron for joining us for this episode Connect with Aaron: On Twitter - https://x.com/aaronvalue Mindset Capital Substack - https://mindsetvalue.substack.com/

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