Mindset Value
Aaron EdelheitDeep dive research into publicly traded stocks, business models and ideas.
| Platform |  | Pricing | Only free issues | Publishes | Weekly |
|---|---|---|---|---|---|
| Issues | 234 | Subscribers | Read | mindsetvalue.substack.com |
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Latest Issues
Recent posts by this newsletter. Browse the email archive.
Hat Trick
Disclaimer: The below post is the 2025 Annual Investor Letter that I sent to investors in the Mindset Value Wellness 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 ...
Value Trap No More
Disclaimer: The below post is the 2025 Annual Investor Letter that I sent 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 do your o...
Mindset Goes to Washington
Last November, at the behest of Senator Mitch McConnell, the Senate slipped language into the bill reopening the government that effectively banned hemp and almost all CBD. That ban is set to go into effect in November of this year.
The First Pitch
Last Thursday, President Donald Trump signed an Executive Order (EO) directing Attorney General Pam Bondi to “take all necessary steps to complete the rulemaking process related to rescheduling marijuana to Schedule III of the Controlled Su...
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