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Mighty Minnesota
The Launch of Adult-Use Sales Is a Gamechanger
Sep 18
•
Aaron Edelheit
7
Invert, Always Invert
A TOKE Strategy Update
Sep 11
•
Aaron Edelheit
7
August 2025
The Future of Cannabis Is Cost Advantage
A Q2 Review with Grown Rogue Management
Aug 28
•
Aaron Edelheit
7
The Uncle Arnie’s Rocket Ship
Mindset Capital Co-Leads a $7.5 million Round
Aug 14
•
Aaron Edelheit
8
July 2025
Grown Rogue Can Compete With Anyone
Mindset Value Wellness Fund Q2 2025 Investor Letter
Jul 31
•
Aaron Edelheit
3
Can HireQuest Take Command of TrueBlue?
The Mindset Value Fund Q2 2025 Investor Letter
Jul 30
•
Aaron Edelheit
6
June 2025
Could Vireo Become the Largest Cannabis Company in the World?
A Roll-Up Strategy Emerges
Jun 26
•
Aaron Edelheit
16
May 2025
The Hemp Experiment
A Review of Q1 Earnings With Management
May 29
•
Aaron Edelheit
5
Lion in the Henhouse
The Importance of Matt Zorn Joining HHS
May 27
•
Aaron Edelheit
17
Is Nelnet an AI Play?
Reflections on Attending Nelnet’s Annual Meeting
May 22
•
Aaron Edelheit
17
Hemp Beverage Upside Potential
The Mindset Value Wellness Q1 2025 Investor Letter
May 1
•
Aaron Edelheit
7
Positioning for Uncertain Times
The Mindset Value Fund Q1 2025 Investor Letter
May 1
•
Aaron Edelheit
8
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