HeyJaredMindset Value
Deep dive research into publicly traded stocks, business models and ideas.
- Indexed issues, last 90 days
- 4
- Latest publication
- Sep 17, 2026
- Audience
- Checking…
- Earliest in this view
- Jul 29, 2026
Latest issues
Cannabis Has a Monsanto Problem (opens the original)
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<img alt="https://images.openai.com/static-rsc-4/l33aPGJ3p7MkKPsuctlxYnCP0zFau-JF0uQ55WUmBU17TBCG0SmMM38xUehdUAD-S3gsEaKzaW1ZkcxWlf7CTnfouA9Gr70aVlqGh2ShuQ5LCoo452rnlj3BUd1Ra3MzqDFvG21tJLXY9F0mWC1-PgdZAwZpv3WN0e7x9hS1qvWkq9RExZilzXRANCr2deOz?purpose=fullsize" class="sizing
Institutional Barbarians at the Cannabis Gate (opens the original)
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<img alt="Citadel's Ken Griffin Has Remade the Hedge-Fund Industry, With Himself on Top - WSJ" class="sizing-normal" height="582" src="https://substackcdn.com/image/fetch/$s_!IFUE!,w_1456,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s
ARA's Transformation Gains Steam (opens the original)
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Disclaimer: The below post contains the Q2 Investor Letter that I sent to investors in the Mindset Value Fund. This post is NOT a solicitation. I talk about stocks that I own and my view of the future. It is imperative that you do your own due diligence and not rely on anything written below. I’m posting this in order to show how my writing translates to actual performance. With that, I hope you enjoy and gain insights.Thanks for reading Mindset Value! Subscribe for free
Mindset's Favorite Uncle is Crushing It (opens the original)
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Disclaimer: The below post contains the Q2 Investor Letter that I sent to investors in the Mindset Value Wellness Fund. This post is NOT a solicitation. I talk about stocks that I own and my view of the future. It is imperative that you do your own due diligence and not rely on anything written below. I’m posting this in order to show how my writing translates to actual performance. With that, I hope you enjoy and gain insights.Thanks for reading Mindset Value! Subscribe for fr
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