Reletter
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Mindset Value

Aaron Edelheit

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

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Substack
PricingOnly free issuesPublishesWeekly
Issues254Founded6 years agoLast Issue4 days ago
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Latest Issues

A Green Tsunami: Cannabis Reform Sweeps the Election

To say that this election was a landslide would be an understatement. And nowhere was that landslide more pronounced than in cannabis reform.

While others focus on data centers, gasoline prices, and the war, I want to refocus your attentio...

4 days ago
19

The British Are Coming! The British Are Coming!

In 1775, Paul Revere rode through the night to warn that the British were coming. Today the British are back, this time with a chequebook (sorry, had to spell it like this 😜).

British American Tobacco (NYSE: BTI) is investing £100 million...

4 days ago
7

The Tender is the Floor Not the Ceiling

Consorcio ARA (Mexico: ARA) has been on a tear this year, with its stock soaring more than 50%. The Mexican homebuilder also just reported exceptionally strong Q3 results. One might think ARA was an AI or data center play!

Thanks for readi...

17 days ago
9

Where in the World Is Fateh?

Fateh Mann is the senior research analyst at Mindset Capital, and this year he has traversed the globe conducting deep, on-the-ground research to help us uncover investment opportunities and better understand the cannabis industry.

His tra...

24 days ago
15

HireQuest and the Coming Labor Squeeze

With advances in artificial intelligence, many investors are worried about the future demand for human workers. Meanwhile, HireQuest (NASDAQ: HQI), a publicly traded staffing company, is up approximately 100% over the past year. That rally...

a month ago
7

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