Institutional ticker directory tracking stock mentions, long/short ideas, and high-conviction pitches extracted from quarterly hedge fund letters.
| Ticker | Company | Sector | Industry | Pitches | Stance |
|---|---|---|---|---|---|
| Fund / Manager | Thesis Excerpt | Stance | Period / Date | Action |
|---|---|---|---|---|
Mindset Value Fund Aaron M. Edelheit | “LEEF (OTC: LEEEF) continues its expansion of Salisbury Canyon Ranch and just announced the purchase of a processing facility that will allow it to double its output. At full build-out across its currently permitted 130 acres, SCR should produce approximately 1.3 million pounds of dry biomass at under $8 a pound — enough to yield more than 47 million grams of distillate, or equivalent quantities of live resin and rosin at comparable input costs. LEEF is not standing still at that scale either: it is actively pursuing permits for roughly 100 additional acres beyond the current footprint, which at similar yields would add another 1 million pounds of biomass and 36 million grams of distillate to the pipeline. LEEF should very shortly be the largest cannabis farm in the world, and it's on pace to become the largest — and yet lowest-cost — cannabinoid producer in the world as well. Under LEEF's current arrangement, its processing partner takes fifty percent of every harvest as its fee, meaning only about half of the crop grown on SCR is available for LEEF to sell today. Once the processing facility is online in 2027, LEEF will keep the entire harvest. On a 2027 basis, management estimates this move alone should more than double the biomass available to LEEF — from roughly 690,000 pounds to about 1.38 million pounds — and could drive approximately $25 million of incremental revenue and $16 million of incremental EBITDA at the operation level, before accounting for any of the ancillary cost savings the company's consultant has flagged. Because SCR is surrounded on three sides by mountains and national forest, it doesn't face the pesticide-drift problem that plagues most cannabis farms in California.” | NEUTRAL | Q2 2026 Jul 30, 2026 | View Pitch |
Each excerpt above is the manager's commentary on this ticker specifically. The full letter has the rest of their portfolio thinking, risk discussion, and broader institutional context.
