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Mindset Value

Aaron Edelheit

Deep dive research into publicly traded stocks, business models and ideas.

Platform
Substack
PricingOnly free issuesPublishesWeekly
Issues177SubscribersRead mindsetvalue.substack.com

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#217
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Latest Issues

Recent posts by this newsletter. Browse the email archive.

Regulated Cannabis' New Best Friend

I’m about as bullish as one can be about low dose hemp THC beverages. One of the most remarkable things that has come up in my research and due diligence is that upwards of 90% of the consumers who buy these hemp beverages never step foot i...

25 days ago
8
0

Declining Alcohol Consumption

This is a picture of a vineyard in Australia burning vines because there isn’t enough demand.

a month ago
10
0

A Mindset Milestone

I’m pleased to announce that Mindset Capital has completed a $10 million capital raise for the new Mindset Venture Fund. The goal of the fund is to invest primarily in low-dose hemp beverages. The Mindset Venture Fund has already made five ...

a month ago
6
0

The Value in Cannabis

Disclaimer: The below post is my 2023 Year End Investor Letter that I sent two weeks 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 tha...

2 months ago
10
0

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Authors

The writers behind this newsletter.

  • Aaron Edelheit

    Investor

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