Subscribe to newsletter: https://xitter.cf/t.co/cgZkdPZw0I CEO of Mindset Capital. Author of The Hard Break: The Case for a 24/6 Lifestyle.
Joined April 2008
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Aaron Edelheit retweeted
Last week, we welcomed investors, analysts, and major cannabis operators to Salisbury Canyon Ranch for LEEF Brands' 2026 Institutional Investor Day.
A few highlights from our lunch presentation:
• Stronger margins: 46.5% average gross margins during SCR-supplied quarters vs. 26.3% during third-party-supplied quarters.
• Scaling cultivation: ~100 acres planted in 2026, with plans to utilize our full 180-acre permit in 2027.
• International expansion: Advancing GACP and GMP initiatives to prepare for potential export opportunities.
• Strategic partnerships: Exploring long-term supply agreements with top MSOs and opportunities for partner-funded expansion.
Our full Institutional Investor Day presentation is now available: leefbrands.com/wp-content/up…
Built in California. Ready for the World.
$LEEF $LEEEF
Aaron Edelheit retweeted
Just delightful videos of Bedouin Israeli voters riding camels to the polls, mostly to vote for Ra'am, an Islamist party with a Jewish #2 that could be the kingmaker in the election's outcome.
Aaron Edelheit retweeted
A new study tracked 1,100 Canadians for 6 years post-legalization. They used cannabis just as often, but valued it less, spent less, and got more price-sensitive.
It went from something people chased to something they buy when it’s convenient and cheap:
sciencedirect.com/science/ar…
Aaron Edelheit retweeted
To put this in perspective ... you could buy 1 billion plane tickets from LA to SF for that amount of money.
wsj.com/us-news/inside-the-1…
Aaron Edelheit retweeted
It seems MN supply is (finally) ramping up. Plants started in May are just now starting to reach retail shelves, w/ a much larger wave of production coming behind them.
mn.gov/ocm/data-reports/dash…
After a disappointing first 13 months of AU sales (which began 9/17/25), could MN finally turn a corner over the next 6–12 months, as its 200+ retailers become better stocked & prices begin to fall from their absurdly high levels? (which have kept the MN illicit market strong)
If the US cannabis industry is going to return to meaningful growth in 2027 after 3+ years of stagnation, we need MN to start pulling its weight.
Aaron Edelheit retweeted
84% of 11-year-olds aren't allowed to leave their street.
53% can't leave their front yard.
92% of 14-year-olds can't leave their neighborhood.
We built a culture obsessed with safety. The result? A generation that's measurably more anxious:
substack.com/home/post/p-197…
Aaron Edelheit retweeted
8 years ago today, AU cannabis sales began in Canada.
This anniversary is our annual reminder that the most straightforward rebuttal to the dire predictions of cannabis prohibitionists is simply: look at Canada. It is intellectually dishonest to continue making outlandish claims about the supposed dangers of legalization as if we don’t already have 8 years of real-world evidence from Canada.
Legalization is not a political controversy in Canada anymore. Canadians barely think about it. Nobody cares.
In October 2022, a week before Canada celebrated its 4th anniversary of AU sales, President Biden ordered a federal review of marijuana’s scheduling. 4 years later, Canada is now celebrating its 8th anniversary and the US rescheduling process still isn’t finished, in no small part because American political discourse continues to take seriously the deeply disingenuous arguments of prohibitionists who willingly disregard real-world evidence from places like Canada.
I really hope we’re not having this same, tired conversation when Canada celebrates its 9th anniversary of AU sales next year. I’m getting too old for this.
Aaron Edelheit retweeted
Trikafta is one of the most inspiring medical advances in decades.
Approved in 2019, the drug at first makes cystic fibrosis patients vomit up mucus for about a week.
They lose that week and then they gain a lifetime–a healthy, *normal length* lifetime.
Pharma brings miracles!
Aaron Edelheit retweeted
Man Who Agrees With The Media, Universities, Corporations, And Hollywood Thinks He's Part Of The Resistance buff.ly/dR45L84
Aaron Edelheit retweeted
"And antisemitism will be dead in about 6 months once Sydney Sweeney converts so don't worry bout it" - @Chaimeisenberg
Incredible things are happening in SemiAnalysis Slack
Aaron Edelheit retweeted
Just did some number crunching using latest (Oct 1) ECMWF seasonal data, and I must say that I've never seen such high predictive confidence in a very wet California winter. This is a truly extraordinary forecast amid a record-strength El Niño event. [Thread: please read to end.]
ALT Model-relative sea surface temperature anomalies for November 2026–January 2027. The supplied grid is displayed without added smoothing or coastal filling. Beige marks land and gray marks missing ocean values. The main colour scale spans -2 to +10°F, with white at zero. Hot pink marks anomalies above +10°F. This map does not establish an operational ENSO category.
Aaron Edelheit retweeted
The biggest killer on the planet is stress, and I’ve always believed in the medicinal benefits of the cannabis plant. That’s why I support the new CMS Innovation Center initiative expanding clinician-guided access to hemp-derived cannabinoid products. It’s an important step toward learning more about how these plant-based remedies can improve the health and quality of life of older Americans.
Aaron Edelheit retweeted
👀👀👀
A newly updated Drug Enforcement Administration report confirms that "no deaths from overdose of marijuana have been reported"—and also more favorably characterizes the growing number of states that are changing their own cannabis laws than the previous edition did.
marijuanamoment.net/there-ar…
Aaron Edelheit retweeted
👀👀👀
A new federal study published by the Centers for Disease Control and Prevention shows that teen marijuana use has hit an all-time low as more states legalize cannabis for adults.
marijuanamoment.net/teen-mar…
Aaron Edelheit retweeted
I'm thrilled to join the Board of Directors of @LeefBrands.
globenewswire.com/news-relea…
Aaron Edelheit retweeted
Every sentient journalist here knows these are the sources of "news" in Gaza, and have been since the Hamas takeover 19 years ago. This is obviously a major story, but Western editors can't cover it honestly because they've all played ball and are thus implicated themselves.
Aaron Edelheit retweeted
Michael Moritz on the importance of storytelling in business.
My conversation with Michael Moritz, one of the great venture investors of the last 40 years.
Michael joined Sequoia in 1986 and co-led the firm with Doug Leone (@dougleone) from 1995 to 2012. His investments include Google, Yahoo, PayPal, and Stripe.
His new book, Ausländer, traces his parents' escape from Nazi Germany and helps explain his lifelong interest in what shapes exceptional people.
We discuss:
- The infamous Steve Jobs profile
- Why Don Valentine hired him
- The question he finds most revealing when interviewing people
- Monomania and the cost of greatness
- Why he has never felt good at anything
- Writing, journalism and AI
- What he learned about himself writing Ausländer
I'd recommend watching this one if you can. Michael was incredibly thoughtful and reflective throughout, particularly when talking about his parents, childhood, and the more difficult parts of his personal story.
Enjoy!
TIMESTAMPS
0:00 Intro
0:53 Family History & Identity
7:03 Survival & Outsider Instinct
18:53 Studying Exceptional People
33:50 Self-Doubt & Success
41:17 Steve Jobs & Obsession
52:50 Joining Sequoia
1:03:22 Leadership & Alex Ferguson
1:08:25 Elon Musk & AI
1:17:12 Becoming Who You Are
Aaron Edelheit retweeted
“A reliable way to make people believe in falsehoods is frequent repetition, because familiarity is not easily distinguished from truth.” — Daniel Kahneman, Thinking, Fast and Slow.
The media machine is not here to inform you about Israel. It is dosing you.
