Aaron Edelheit

@ScottCharles_ @cantripguy I think we just saw a smoke signal of what the White House thinks they can get over the line as a compromise for low dose hemp and CBD.

@aaronvalue @cantripguy What's your take Aaron? Full ban full stop? Big alc doesn't get a low does Bev carve out?

2026 is going to forge some legendary beverage operators from hemp. I'm not sure any previous bev companies have had to deal with the insane challenge of planning for a "probable but maybeeee not" ban in a calendar year

"Regulatory compliance alone is not enough. Operators must assume that products will be scrutinized under strict liability standards." cannabisbusinesstimes.com/columns/full-s…

Dear mainstream media, when reporting on cannabis please just note that cannabis was legalized in Canada in 2018 and nothing bad happened. And experts continue to show it has low risk compared to other drugs. #table1-02698811251409147" target="_blank" rel="nofollow noopener">journals.sagepub.com/doi/10.1177/02…

"Alcohol causes the most harm overall...followed by tobacco, nonprescription opioids (like fentanyl), cocaine, methamphetamine, and cannabis." marijuanamoment.net/alcohol-and-to…

Cómo se verá Albies con la camisa de Venezuela mañana entrenando? 😍❤️❤️😂😂 @ozzie

Shocking death toll and a new war emerging in South Asia. But hardly anyone seems to have noticed. ft.com/content/da1d82… via @ft

@cantripguy @ScottCharles_ Love the optimism!

Okay. Hemp drinks. It's completely fucking unclear to me lmao. On one hand, as @aaronvalue has pointed out, today's news about 3MG being in full spectrum could be considered a big signal. But signals get lost and forgotten. I'm convinced that specific set up was pushed by Charlotte's Web / Howard Kessler, and it could end up where things land. There's also a massive push from retailers via BAMCO probably for something more like 5MG. But you're always safest betting on Congressional inertia. My gut says we see prohibition starting November 13th, and then maybe a Griffith style bill when we get a Democratic Congress and/or Andy Harris loses his seat. Long term, THC drinks will live. Next 2 years are going to be the roughest seas we've ever seen.

A new government-funded study concludes that alcohol and tobacco are more harmful to users and to society than marijuana is—and that the biggest harm associated with cannabis is "organized criminal activity" in the illegal market. marijuanamoment.net/alcohol-and-to…

This is big news, IMHO.

The Centers for Medicare & Medicaid Services will reportedly allow up to 3mg of THC in CBD products covered under a forthcoming insurance pilot program—which could conflict with a law recently signed by Trump to recriminalize hemp THC products. marijuanamoment.net/federal-cbd-he…

News: Joe Kent is under FBI investigation for allegedly leaking classified information, three sources tell me. I’m told the investigation pre-dates his departure.

@paulg Do you mean this guy?

If you wondered why we're attacking Iran, Trump's counterterrorism head explains.

Kent claims Israel tricked Trump into war with Iran. Trump has called to invade Iran since 1980. Kent claims Israel tricked the US into war with Iraq. In fact, Israel opposed it. Kent claims his wife was killed in a war "manufactured by Israel." She was killed by ISIS in Syria.

One of the central points prohibitionists repeat over and over is that teenagers will use more cannabis with legalization. Every major media story is about this. But even the DEA is now admitting that teenage use has fallen with legalization.

The Drug Enforcement Administration admitted in a new online quiz that teen marijuana use has declined in recent decades as more states have enacted legaliztion—contrary to prohibitionist fears. marijuanamoment.net/deas-new-drug-…

If you are growing same store sales at 11.3%, growing margins and possessing a clean balance sheet, all the while buying distressed assets, federal reform taking longer than expected is to your benefit. $VREOF

@sammyj_19 Sammy, I was talking about Q4 same store sales growth. Q3 was 4% which still was very good compared to the market. When you report Q4, I will absolutely tout you if you report double digit sales growth. And as I mentioned to you $CXXIF is too small for $TOKE, as is $LEEEF.

@aaronvalue We did double digit same store sales growth CY25 over CY24 and also lowered our outstanding shares by 2.4M or 2% via buybacks in CY25. But I guess since your ETF doesn't own us... x.com/sammyj_19/stat…

Name another cannabis company reporting 11.3% same store sales growth? $VREOF reported this same store sales growth ex MN- driven by NV, MO, UT. You would expect it in UT but impressive seeing it esp in NV- market declined by double digit over the same period

@bakken750 Don't know!

@kelkun To invest in any of these companies you have to remember that this is like private equity with weird illiquid trading stubs. Vireo is crazy undervalued here considering what is going to happen when Minnesota ramps.

@aaronvalue Too bad the Vireo Destroyer doesn't care and won't go away. He will sell you all you want at 0.43 if you bid there. Been going on for a couple of weeks.