Mindset Value
Aaron EdelheitDeep dive research into publicly traded stocks, business models and ideas.
| Platform |  | Pricing | Only free issues | Publishes | Weekly |
|---|---|---|---|---|---|
| Issues | 241 | Founded | 6 years ago | Last Issue | 20 days ago |
| Active | |||||
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mindsetvalue.substack.comLatest Issues
Two Letters for the Same Price as One!
Disclaimer: The below post contains the Q1 Investor Letters that I sent last week 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...
Rescheduling Is Finally Here
Today, acting Attorney General Todd Blanche and the Department of Justice rescheduled medical cannabis to Schedule III and booked a final hearing on rescheduling adult-use cannabis, beginning June 29th and ending July 15th. While the path f...
Trump's Cannabis Promise to Joe Rogan
On Saturday, April 18th, President Trump once again discussed cannabis rescheduling — this time at an event highlighting a new Executive Order aimed at expanding and expediting research on psychedelics.
With popular podcaster Joe Rogan sta...
Turning the Lights On
The following table tells a remarkable story about Grown Rogue (OTC: GRUSF):
Investors looking at Grown Rogue (GRUSF) see the surface-level numbers and move on. $32M in revenue. $5.4M in Adjusted EBITDA.
Thanks for reading Mindset Value!...
Up in Smoke
Cambria, the manager of the ETF TOKE, has announced they are shutting down the fund in April.
About two years ago, I signed on as a research consultant for TOKE to try to resurrect it. At the time, TOKE had $8 million in assets and really...
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