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Could Vireo Become the Largest Cannabis Company in the World?
A Roll-Up Strategy Emerges
Jun 26
•
Aaron Edelheit
15
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Could Vireo Become the Largest Cannabis Company in the World?
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May 2025
The Hemp Experiment
A Review of Q1 Earnings With Management
May 29
•
Aaron Edelheit
5
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The Hemp Experiment
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Lion in the Henhouse
The Importance of Matt Zorn Joining HHS
May 27
•
Aaron Edelheit
16
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Lion in the Henhouse
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Is Nelnet an AI Play?
Reflections on Attending Nelnet’s Annual Meeting
May 22
•
Aaron Edelheit
14
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Is Nelnet an AI Play?
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Hemp Beverage Upside Potential
The Mindset Value Wellness Q1 2025 Investor Letter
May 1
•
Aaron Edelheit
6
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Hemp Beverage Upside Potential
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Positioning for Uncertain Times
The Mindset Value Fund Q1 2025 Investor Letter
May 1
•
Aaron Edelheit
7
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Positioning for Uncertain Times
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April 2025
Demographics Is Destiny
The Bull Case for Investing in the Inevitable Cannabis Future
Apr 30
•
Aaron Edelheit
7
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Demographics Is Destiny
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Nelnet’s Billion Dollar Year
Cash Gushes Back into the Company at the Perfect Time
Apr 22
•
Aaron Edelheit
23
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Nelnet’s Billion Dollar Year
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Grown Rogue Is Growing Up
An Interview with CEO Obie Strickler
Apr 10
•
Aaron Edelheit
13
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Grown Rogue Is Growing Up
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Tackling Glass House's Uncertainties
A Review of Q4 Earnings With Management
Apr 3
•
Aaron Edelheit
8
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Tackling Glass House's Uncertainties
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March 2025
The Hemp Beverage Freight Train
The Future of Cannabis is in Minnesota
Mar 14
•
Aaron Edelheit
16
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The Hemp Beverage Freight Train
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February 2025
Fire Retardant + Printed Circuit Boards = A Mess
Deciphering Perimeter Solutions’ Most Recent Acquisition
Feb 25
•
Aaron Edelheit
11
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Fire Retardant + Printed Circuit Boards = A Mess
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