Mindset Value
Subscribe
Sign in
Home
Archive
About
Latest
Top
Discussions
Could Vireo Become the Largest Cannabis Company in the World?
A Roll-Up Strategy Emerges
Jun 26
•
Aaron Edelheit
14
Share this post
Mindset Value
Could Vireo Become the Largest Cannabis Company in the World?
Copy link
Facebook
Email
Notes
More
May 2025
The Hemp Experiment
A Review of Q1 Earnings With Management
May 29
•
Aaron Edelheit
5
Share this post
Mindset Value
The Hemp Experiment
Copy link
Facebook
Email
Notes
More
Lion in the Henhouse
The Importance of Matt Zorn Joining HHS
May 27
•
Aaron Edelheit
15
Share this post
Mindset Value
Lion in the Henhouse
Copy link
Facebook
Email
Notes
More
Is Nelnet an AI Play?
Reflections on Attending Nelnet’s Annual Meeting
May 22
•
Aaron Edelheit
14
Share this post
Mindset Value
Is Nelnet an AI Play?
Copy link
Facebook
Email
Notes
More
Hemp Beverage Upside Potential
The Mindset Value Wellness Q1 2025 Investor Letter
May 1
•
Aaron Edelheit
6
Share this post
Mindset Value
Hemp Beverage Upside Potential
Copy link
Facebook
Email
Notes
More
Positioning for Uncertain Times
The Mindset Value Fund Q1 2025 Investor Letter
May 1
•
Aaron Edelheit
7
Share this post
Mindset Value
Positioning for Uncertain Times
Copy link
Facebook
Email
Notes
More
April 2025
Demographics Is Destiny
The Bull Case for Investing in the Inevitable Cannabis Future
Apr 30
•
Aaron Edelheit
7
Share this post
Mindset Value
Demographics Is Destiny
Copy link
Facebook
Email
Notes
More
Nelnet’s Billion Dollar Year
Cash Gushes Back into the Company at the Perfect Time
Apr 22
•
Aaron Edelheit
23
Share this post
Mindset Value
Nelnet’s Billion Dollar Year
Copy link
Facebook
Email
Notes
More
Grown Rogue Is Growing Up
An Interview with CEO Obie Strickler
Apr 10
•
Aaron Edelheit
13
Share this post
Mindset Value
Grown Rogue Is Growing Up
Copy link
Facebook
Email
Notes
More
Tackling Glass House's Uncertainties
A Review of Q4 Earnings With Management
Apr 3
•
Aaron Edelheit
8
Share this post
Mindset Value
Tackling Glass House's Uncertainties
Copy link
Facebook
Email
Notes
More
March 2025
The Hemp Beverage Freight Train
The Future of Cannabis is in Minnesota
Mar 14
•
Aaron Edelheit
16
Share this post
Mindset Value
The Hemp Beverage Freight Train
Copy link
Facebook
Email
Notes
More
February 2025
Fire Retardant + Printed Circuit Boards = A Mess
Deciphering Perimeter Solutions’ Most Recent Acquisition
Feb 25
•
Aaron Edelheit
11
Share this post
Mindset Value
Fire Retardant + Printed Circuit Boards = A Mess
Copy link
Facebook
Email
Notes
More
Share
Copy link
Facebook
Email
Notes
More
This site requires JavaScript to run correctly. Please
turn on JavaScript
or unblock scripts
