Mindset Value

Mindset Value Substack focuses on in-depth analysis of publicly traded stocks, particularly in sectors like cannabis, renewable energy, and staffing. It emphasizes operational excellence, market potential, and regulatory changes. The content covers case studies, industry trends, and investment strategies, aiming to identify undervalued opportunities and growth prospects.

Stock Market Analysis Cannabis Industry Trends Renewable Energy Investments Operational Excellence in Business Regulatory Impacts on Investments Emerging Market Opportunities Investment Strategy and Performance

The hottest Substack posts of Mindset Value

And their main takeaways

The Value in Cannabis

196 implied HN points • 06 Feb 24
💰 Finance Investing Stocks Market Analysis Portfolio Management
  1. Focus on investing where the opportunities are, like in the cannabis industry with high potential returns.
  2. Consider exploring investments in craft cannabis brands that show strong operational advantages and growth potential.
  3. Keep an eye on emerging opportunities in hemp-based beverages as a potential growth area in the industry.

New Jersey Goes Rogue

353 implied HN points • 05 Oct 23
💰 Finance Investment Market Analysis Company analysis Valuation
  1. New Jersey has limited licenses for cannabis companies, leading to high prices and lower quality products.
  2. Grown Rogue is entering New Jersey with their high-quality, low-cost cannabis, potentially disrupting the market.
  3. Grown Rogue's operational excellence and efficiency position them as a valuable investment opportunity in the cannabis industry.

Institutional Investors and Cannabis

393 implied HN points • 20 Sep 23
💰 Finance Investing Market Trends Financial Analysis
  1. Institutional investors have not yet significantly entered the cannabis space, despite recent positive industry developments.
  2. Institutions will focus on understanding unit economics and demanding better disclosure from cannabis companies before investing.
  3. Growth, balance sheet risk, and interstate commerce concerns are some key factors institutions will weigh before entering the cannabis market.
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The Game is About to Start

196 implied HN points • 23 Oct 23
💰 Finance Investing Cannabis Private Equity Stocks
  1. The Mindset Value Wellness Fund had a strong performance in Q3, up 27.4% and about 60% for the year.
  2. Potential positive changes in cannabis regulations, like rescheduling, could open up new opportunities for investors.
  3. Investing in companies like Grown Rogue and Glass House with operational excellence and growth potential can lead to significant returns.

Nelnet Shows Some Skin

393 implied HN points • 09 Mar 23
💰 Finance Investments Valuation Asset management
  1. Nelnet's book value has grown consistently and it has never had a losing year, which is impressive.
  2. Nelnet is undervalued as its book value does not reflect the true value of its businesses and investments.
  3. Nelnet's investments in companies like ALLO, solar energy, and HUDL show potential for significant growth and increased value.

Rescheduling Update

176 implied HN points • 31 Aug 23
💰 Finance Investing Cannabis Stocks Taxation Government regulations
  1. The US government is signaling that cannabis is less dangerous by recommending rescheduling from Schedule 1 to Schedule 3.
  2. Rescheduling could lead to the removal of excessive taxation in the cannabis industry and open the door for more financial investments.
  3. Investment opportunities may arise with companies like Grown Rogue adapting to market conditions and demonstrating competitive advantages.

Mexican Housing Crunch

196 implied HN points • 02 Aug 23
💼 Business Housing Investment Market Analysis
  1. Mexico is not building enough homes, with production expected to be 50% lower than in 2013.
  2. Record home price appreciation in Mexico due to the housing shortage.
  3. Investing in Mexican homebuilders like Consorcio Ara can present opportunities for growth and capital returns.

Cannabis Shortages Spread in the West

314 implied HN points • 23 Feb 23
💼 Business Supply and Demand Market Trends Industry Analysis
  1. Cannabis shortages are spreading in the Western states like Oregon, Nevada, and Colorado, following California's increase in prices.
  2. Prices are rising due to low inventory after challenging market conditions that led to a decrease in cannabis production and many inefficient producers going out of business.
  3. The interconnectedness of the cannabis market is leading to shortages in various states, impacting pricing and supply dynamics.

Goodness Growth Goes Rogue

196 implied HN points • 01 Jun 23
💼 Business Cannabis Partnership Investment Market Trends
  1. Goodness Growth partnership with Grown Rogue is improving quality and may result in over $1 million in royalty income.
  2. Grown Rogue is expanding into new states and experiencing price increases in Oregon and Michigan.
  3. Consumers are noticing improved quality of Goodness Growth products in Minnesota, signaling positive changes.

Rubbing My Nose in It

176 implied HN points • 09 Feb 23
  1. Market fluctuations can be frustrating, especially with microcap stocks and volatile sectors like cannabis.
  2. Admitting and learning from mistakes is crucial for growth and improvement in investing.
  3. Course correction and diversification in investments can lead to a portfolio yielding over 5% and potential growth opportunities.