Aaron Edelheit: "You Better Start Paying Attention To Video Games"

The Special Situation Cast

Jan 20 2021 • 1 hr 12 mins

I just interviewed Aaron Edelheit; CEO of Mindset Capital, manager of the Mindset Value Fund and author of The Hard Break: The Case for a 24/6 Lifestyle. He started out managing a friend’s portfolio in 1998 above his parent’s garage. He subsequently outperformed 11 years by 800 basis points per year in a former vehicle.  We talk about strategy, Nintendo, U.S. vs Canadian Cannabis investing and a French gaming name.

https://mindsetvalue.substack.com/

https://twitter.com/aaronvalue?lang=en