Mindset Value
Aaron EdelheitDeep dive research into publicly traded stocks, business models and ideas.
| Platform |  | Pricing | Only free issues | Publishes | Weekly |
|---|---|---|---|---|---|
| Issues | 229 | Subscribers | Read | mindsetvalue.substack.com |
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Latest Issues
Recent posts by this newsletter. Browse the email archive.
Voter Anger from The Hemp Ban
There’s a profound misunderstanding about who actually consumes hemp products. Many Senators — and even some industry participants — seem to think that any hemp ban would only impact so-called “gas station weed” or primarily affect young, l...
Is the GOP Trying to Snatch Defeat from the Jaws of Victory?
An “own goal” in soccer is when defenders accidentally score a goal for the other team. And right now, it appears as if some Congressional members of the GOP are trying to score one for the other team.
Two Funds One Letter
Disclaimer: The below post are the Q3 2025 Investor Letters that I sent 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 future. I...
Target Starts Selling Hemp Beverages
In monumental news, retail giant Target (NYSE: TGT) has officially begun selling hemp-derived THC beverages in a ten-store pilot across Minnesota.
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