Mindset Value
Aaron EdelheitDeep dive research into publicly traded stocks, business models and ideas.
| Platform |  | Pricing | Only free issues | Publishes | Weekly |
|---|---|---|---|---|---|
| Issues | 245 | Founded | 6 years ago | Last Issue | 6 days ago |
| Active | |||||
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mindsetvalue.substack.comLatest Issues
Are Credit Cards Coming to Cannabis?
Growth has been challenging for the cannabis industry. Price declines, oversupply, and a thriving illicit market have produced an industry with little to no growth.
Pundits and advisors have hyped the international opportunity, but our res...
Cannabis on the NYSE
Trulieve, one of the largest multi-state operators (MSOs), began trading on the NYSE today under the ticker TRLV. The stock finished slightly down on five times its average volume during a broadly negative day in the markets.
The speed at...
Don’t Get High on International Cannabis
With federal reform of cannabis moving forward, the hottest topic in the industry is the potential of exporting to Europe and Australia. It sounds compelling — but so have many promises in cannabis, and they’ve burned investors badly. I’ve...
Planting Mindset Capital's Flag
Warning: The following column is about a microcap company. Microcaps by definition can be illiquid and experience wild gyrations. It is important to do your own due diligence, rely on your own research and understand that microcaps can be v...
Two Letters for the Same Price as One!
Disclaimer: The below post contains the Q1 Investor Letters that I sent last week to investors in the Mindset Value Fund and the Mindset Value Wellness Fund. This post is NOT a solicitation. I talk about stocks that I own and my view of the...
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