The Mindset Capital Podcast

Aaron Edelheit of Mindset Capital reviews Q4 2023 Earnings with Glass House’s CEO Kyle Kazan, President Graham Farrar and CFO Mark Vendetti. They review Q4, go over the demand outlook and a detailed outlook for this year as well.

Aaron Edelheit of Mindset Capital and Obie Strickler, CEO and Founder of Grown Rogue chat about Grown Rogue's big push into New Jersey as well as their strategic vision to be in 10 states in the next few years, up from the 5 they are in now.

Aaron Edelheit of Mindset Capital chats with Erin Gore, CEO and Founder of Garden Society about how difficult manufacturing cannabis is and how Mindset led a $2M investment in Garden Society. Erin talks about her background as a chemical engineer and her experience working for German conglomerate Henkel, and how it makes her the perfect manufacturing partner in cannabis. They also discuss how Garden Society is expanding in Ohio and New Jersey.

Aaron Edelheit of Mindset Capital reviews Q3 2023 Earnings with Glass House’s CEO Kyle Kazan, President Graham Farrar and CFO Mark Vendetti. They have a detailed discussion on the lessons learned from Q3 of last year, updates on new and future greenhouses and what Q4 and 2024 may hold.

Aaron Edelheit of Mindset Capital and Marc Hauser, President of Hauser Advisory are joined by Howard Sklamberg, former FDA Deputy Commissioner and Shane Pennington a legal expert at Porter Wright Morris & Arthur LLP to discuss what they think will happen with the rescheduling process. They take a deep dive into how regulators and the regulatory apparatus works, what it means for cannabis and how they think cannabis will be moved to Schedule 3 by year end.

Aaron Edelheit of Mindset Capital reviews Q2 2023 Earnings with Glass House’s CEO Kyle Kazan, President Graham Farrar and CFO Mark Vendetti. They have a detailed discussion on the company’s production and cost structure, why margins are rising and the implications of turning on another 1 million square feet of cultivation.

Aaron and Obie Strickler, CEO and Founder of  Grown Rogue discuss the new strategic partnership between Goodness Growth and Grown Rogue. Grown Rogue will help Goodness dramatically increase the quality of its flower and will get a cut of the upside in payments for this work. This may be the precursor to a merger, but even if it isn’t Grown rogue plans to keep entering limited licenses states with its Oregon quality flower.

Aaron and Obie Strickler, CEO and Founder of  Grown Rogue discuss how being frugal and cost effective is a  competitive advantage in cannabis. How the focus on the craft flower at  an amazing price while paying attention to what customers want is  equally important and how Grown Rogue is looking to grown beyond Oregon and Michigan.