Mindset Value
Aaron EdelheitDeep dive research into publicly traded stocks, business models and ideas.
| Platform |  | Pricing | Only free issues | Publishes | Weekly |
|---|---|---|---|---|---|
| Issues | 193 | Subscribers | Read | mindsetvalue.substack.com |
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Latest Issues
Recent posts by this newsletter. Browse the email archive.
Jonesing for a TOKE
Earlier this year, Mindset Capital was appointed research consultant for the TOKE ETF by Cambria Investment Management. I wrote at the time:
Is the NASDAQ OK with Tilray Selling THC in the US?
“One of our biggest assets within Tilray today is our Nasdaq listing and our liquidity. We traded 70 million shares today- Apple probably traded around 20 Million." Tilray CEO Irwin Simon
Trumping the Rescheduling Delay
Last week started with disappointing news that the DEA essentially delayed rescheduling by setting up a December 2nd hearing that pushes any rescheduling into 2025.
Grown Rogue Launches in New Jersey
There was disappointing news on Monday afternoon that the DEA was delaying the proposed rescheduling of cannabis by announcing a hearing on December 2nd, thus ensuring that rescheduling will not happen until 2025 (most likely not until Q2 o...
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