From Hedge Fund Manager to Corporate Executive
My Interview With AYR Wellness’ Jamie Mendola
I am fascinated by Jamie Mendola’s career path. He started as an analyst, and then a hedge fund manager, only to shift careers to become a corporate executive at AYR Wellness (OTC: AYRWF), where he heads up Strategy and M&A. Jamie is not only one of the top executives at AYR, but he is also on the board of Glass House (OTC: GLASF).
Why did he make the change? What is it like to go from buying stocks, which represent pieces of companies, to buying whole companies? These are questions I had and any opportunity to learn from Jamie is a treat.
My favorite part of our discussion was dissecting the opportunity in Florida, which frankly could easily be worth more than AYR’s current enterprise value. AYR is undergoing a turnaround of the operation in Florida, since they bought the badly underperforming Liberty Health.
I hope you enjoy this interview as much as I did: