Aaron Edelheit

Nicholas Kristof will now forever be known as the dog rape guy, and he deserves it.

@BradySneath @pmarca This is false and easily disproved. The schizophrenia rate in the US and Canada has been unchanged despite soaring adoption. And its not men who is driving cannabis usage but women over the age of 35 and senior citizens.

Nope. Huge rate of men dropping out of society, losing motivation, lacking social skills, has been fueled by weed. Both are bad. Schizophrenia from weed. Debilitating alcoholism is deadly. Moderate social drinking or moderate weed use may be least bad of all, but in those with addictive attributes or lacking self discipline, it isn’t feasible.

It is now easy to understand how Prohibition happened. It is important to realize that the Prohibitionists were not incorrect in many of their arguments. Carry Nation had a real point. And yet. amazon.com/Last-Call-Rise…

"The company seems to be making noise in NJ as it hosted one of the larger parties at MJ Unpacked last week with what seemed to be the majority of retailers and brands in attendance" $GRUSF highlyobjective.com/p/ga-governor-…

@SChea316905 No, I'm not, & I don't care about a reverse split. What they are doing is turning debt laden assets & exchanging equity for that debt, relieving the pressure on those assets and then working on improving operations by investing in those operations from a strong balance sheet.

@aaronvalue Are you worried about their share count? It’s at 1.6 billion shares right now. I think they’re going to end up doing a reverse split.

$VREOF has the 2nd best GM% and EBITDA% by any MSO and is now the #4 largest by revenue. Vireo is also the largest cannabis company by revenue in Colorado, Utah and Nevada. Minnesota is likely next to the list. CEO says there are "too many" acquisition opportunities.

$HQI offering an all-cash offer for $TBI's people ready segment! finance.yahoo.com/news/hirequest…

Great job @analyst_exec and @ObieStrickler on Q1. I love how clearly you are articulating and spelling out the roadmap ahead with all the KPIs in your report. Very clear what is coming. Keep up the great work on building for the long-term: grownrogue.com/post/grown-rog…

@BalanJason On a pro-forma annualized basis, they are now #4.

@aaronvalue 5th largest by revenue. gt, trul, cresco, cura, vrno all w more revenue.

And largest cannabis company in the world.

It shouldn't be long now until $VREOF is the largest MSO by revenue.

"the state requires at least 1.5m sq feet of cultivation capacity to satisfy legal demand, maybe more. Yet only about 400K sq feet is currently licensed, with significantly less actually operational." @anandastrategy cannabisbusinesstimes.com/us-states/minn…

$VREOF 1Q 2026 Earnings Some CEO statements "1Q GAAP revenues +335% year over year" "We are the now 4th largest cannabis company by Revenue w/ Pro Forma 1Q Revenues of $210.2mm" "We have $137.8mm in cash on the balance sheet" "We are the now largest operator in Colorado, Utah and Nevada" "Our goal is to generate at least $100mm Revs in each state we operate in" "We like buying other companies CapEx mistakes and will continue to be acquisitive" 1Q annualized Revs by state MN $ 72.8mm NY $ 24mm MD $ 40mm UT $ 60.4mm NV $ 110.4mm MO $ 101.6mm CO $ 218.6mm CA $ 71.2mm FL $ 35.6mm

This Milken panel on faith was just wonderful: vimeo.com/1181926587?fl=…

LEEF Brands has successfully closed the final round of our oversubscribed financing, bringing total gross proceeds raised to approximately US$9.3 million. The financing was led by Mindset Capital and included participation from existing shareholders and new strategic investors. Proceeds will primarily support the expansion of Salisbury Canyon Ranch, where we are building one of the largest licensed cannabis farms in the country and further strengthening our low-cost, vertically integrated platform. Thank you to all of our investors for your continued support and confidence in LEEF's long-term vision. Full press release: globenewswire.com/news-release/2… CSE: LEEF | OTCQB: LEEEF

The football huddle was invented by deaf players trying to hide their sign language from opponents. A constraint forced an innovation that became universal. This pattern keeps appearing: closed captions, text messages, the telephone—all designed for people with constraints, now used by everyone. When you design for the most constrained user, you create something everyone benefits from.

My mind often drifts back to this idea from Sam Walton. The caveat is few companies deserve this level of trust. But when you find one that does, not loading up is the mistake.

Very good article by @ObieStrickler's wife Sarah on the stigma that women have had to deal with by working in the cannabis industry. mgmagazine.com/business-strat…

@jfberke He knew what the tattoo was. And he knows what he is doing.

This is such slopulist political theory I can’t believe this guy is going to the Senate. The exact type of analysis you’d expect from someone who didn’t know what a Totenkopf is.

California will literally do anything but build more housing: wsj.com/us-news/califo…