Mindset Value
Aaron EdelheitDeep dive research into publicly traded stocks, business models and ideas.
| Platform |  | Pricing | Only free issues | Publishes | Weekly |
|---|---|---|---|---|---|
| Issues | 200 | Subscribers | Read | mindsetvalue.substack.com |
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Latest Issues
Recent posts by this newsletter. Browse the email archive.
Still Vireo Bullish on Cannabis
When was the last time a publicly traded company raised capital at a stock price that was 149% higher than the last closing trading price?
Agrify’s Billion Dollar Truth
Speculative juices are flowing aplenty in the market these days. One such example is Agrify (NASDAQ: AGFY).
Record Quarter and Now Record Low Prices
Prices of cannabis in California have crashed again and yet Glass House just put up their best quarter ever in Q3. How? Because while the company can’t control cannabis prices, it can control costs and the Glass House’s team were able to lo...
Scorcher
Disclaimer: The below post is my Q3 2024 Investor Letter that I sent one week ago to investors in the Mindset Value Fund. This post is NOT a solicitation. I talk about stocks that I own and my view of the future. It is imperative that you d...
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