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Rationing Demand
Q4 Earnings Review with Glass House Management
Apr 3
•
Aaron Edelheit
10
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Rationing Demand
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March 2024
Regulated Cannabis' New Best Friend
Low Dose Hemp Beverages Are Massive TAM Expansion
Mar 18
•
Aaron Edelheit
9
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Regulated Cannabis' New Best Friend
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Declining Alcohol Consumption
One Market’s Story as Part of a Bigger Trend
Mar 14
•
Aaron Edelheit
12
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Declining Alcohol Consumption
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A Mindset Milestone
The Closing of The Mindset Venture Fund and a New High in AUM
Mar 4
•
Aaron Edelheit
6
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A Mindset Milestone
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February 2024
The Value in Cannabis
Mindset Value Fund 2023 Year End Letter
Feb 6
•
Aaron Edelheit
10
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The Value in Cannabis
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Fishing Where the Fish Are
The Mindset Value Wellness Fund 2023 Year End Letter
Feb 5
•
Aaron Edelheit
16
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Fishing Where the Fish Are
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January 2024
Grown Rogue Goes Retail
A Conversation with CEO Obie Strickler About the Big Push In New Jersey
Jan 18
•
Aaron Edelheit
12
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Grown Rogue Goes Retail
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December 2023
The Great Replacement Theory
Why Cannabis Will Continue to Take Market Share
Dec 21, 2023
•
Aaron Edelheit
16
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The Great Replacement Theory
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November 2023
Forget Bitcoin, California Has Weed!
Just How Capital Starved is the Cannabis Industry?
Nov 30, 2023
•
Aaron Edelheit
12
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Forget Bitcoin, California Has Weed!
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The Generosity of Charlie Munger
One Small Story of a Great Man
Nov 29, 2023
•
Aaron Edelheit
35
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The Generosity of Charlie Munger
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CannaBros Look Out!
Here Comes Erin Gore and Garden Society
Nov 22, 2023
•
Aaron Edelheit
9
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CannaBros Look Out!
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The Sweet Spot For a Sensitive Plant
A Conversation with Glass House Leadership Reviewing Q3's Earnings
Nov 16, 2023
•
Aaron Edelheit
8
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The Sweet Spot For a Sensitive Plant
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