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Could Vireo Become the Largest Cannabis Company in the World?
A Roll-Up Strategy Emerges
Jun 26 • 
Aaron Edelheit
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Could Vireo Become the Largest Cannabis Company in the World?
The Hemp Experiment
A Review of Q1 Earnings With Management
May 29 • 
Aaron Edelheit
5

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The Hemp Experiment
Lion in the Henhouse
The Importance of Matt Zorn Joining HHS
May 27 • 
Aaron Edelheit
16

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Lion in the Henhouse
Is Nelnet an AI Play?
Reflections on Attending Nelnet’s Annual Meeting
May 22 • 
Aaron Edelheit
14

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Is Nelnet an AI Play?
Hemp Beverage Upside Potential
The Mindset Value Wellness Q1 2025 Investor Letter
May 1 • 
Aaron Edelheit
6

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Hemp Beverage Upside Potential
Positioning for Uncertain Times
The Mindset Value Fund Q1 2025 Investor Letter
May 1 • 
Aaron Edelheit
7

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Positioning for Uncertain Times
Demographics Is Destiny
The Bull Case for Investing in the Inevitable Cannabis Future
Apr 30 • 
Aaron Edelheit
7

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Demographics Is Destiny
Nelnet’s Billion Dollar Year
Cash Gushes Back into the Company at the Perfect Time
Apr 22 • 
Aaron Edelheit
23

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Nelnet’s Billion Dollar Year
Mindset Value
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Deep dive research into publicly traded stocks, business models and ideas.
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