| Quarter | Letter Date | Fund Name | QTD | YTD | Tickers | Keywords/Themes | Theme Commentary | Pitches | Letter |
|---|---|---|---|---|---|---|---|---|---|
| 2026 Q2 | Jul 29, 2026 | Mindset Value Fund | 17.3% | -8.1% | GLAS, GRUSF, LEEEF, TRUL, VREOF | Agriculture, Beverages, Cannabis, growth, regulation, SmallCap, value | VREOF LEEEF GRUSF |
View | |
| 2026 Q1 | May 7, 2026 | Mindset Value Fund | -16.3% | -16.3% | GRUSF, LEEEF | Cannabis, Capacity, growth, Microcap, Reform, value | GRUSF LEEEF |
View |
| Date | Pitch Type | Author | Company | Industry | Sub Industry | Bull / Bear | Stock Exchange | Keywords | Action |
|---|---|---|---|---|---|---|---|---|---|
| Jul 31, 2026 | Substack | Mindset Value | LEEF | Cannabis | Processing and Cultivation | Bull | Over-the-Counter | adult-use rescheduling, biomass capacity, cannabis processing, Cost efficiency, Cultivation, international expansion, LEEF, market share, pesticide-free, Revenue Growth | View Pitch |
| Jul 30, 2026 | Fund Letters | Mindset Value Fund | LEEF | Drug Manufacturers - Specialty & Generic | Agricultural Products | Bull | California, Cannabis, Cultivation, EBITDA growth, interstate commerce, Large-scale agriculture, Low-cost producer, pesticide-free, Processing Facility, Quality differentiation, scale, vertical integration | View Pitch | |
| Jul 30, 2026 | Substack | Mindset Value | LEEF | Cannabis | Processing | Bull | Over-the-Counter | biomass, cannabis processing, contamination issues, expansion, interstate commerce, LEEF, pesticide-free, Processing Facility, Salisbury Canyon Ranch | View Pitch |
| Jun 5, 2026 | Substack | Mindset Value | LEEF Brands | Cannabis | Cannabis Extracts | Bull | Over-the-Counter | cannabis extracts, competitive edge, distillate production, Global Market, Gross Profit, International Growth, LEEF Brands, low-cost production, pricing premium, US market | View Pitch |
| May 7, 2026 | Fund Letters | Mindset Value Fund | LEEF Brands | Drug Manufacturers - Specialty & Generic | Agricultural Products | Bull | Dubai Financial Market | Agricultural Products, California, Cannabis, Equity, growth, manufacturing, microcap, vertical integration | View Pitch |
| May 7, 2026 | Substack | Mindset Value | LEEF Brands | Cannabis | Cannabis Extracts | Bull | Over-the-Counter | California Market, cannabinoid inputs, cannabis extracts, Cost Reduction, gross margins, interstate commerce, LEEF Brands, pesticide-free, Salisbury Canyon Ranch | View Pitch |
| Apr 29, 2026 | Substack | Mindset Value | LEEF Brands | Cannabis | Cannabis Cultivation and Extraction | Bull | Over-the-Counter | biomass, California, Cannabis, Cost efficiency, expansion, extraction, federal reform, LEEF Brands, pesticide-free, strategic value | View Pitch |
| Apr 21, 2026 | Substack | Mindset Value | LEEF Brands | Cannabis | Cannabis Concentrates | Bull | Over-the-Counter | Cannabis, Concentrates, federal reform, Market expansion, pesticide-free | View Pitch |
| Mar 16, 2026 | Substack | Mindset Value | LEEF Brands | Cannabis | Cannabis Cultivation and Extraction | Bull | Over-the-Counter | biomass, California vape market, Cannabis, Cost Reduction, extraction, federal reform, international expansion, pesticide-free, strategic value, sustainable cultivation | View Pitch |
| Manager Name | Fund Name | Fund AUM | Invested Value | Portfolio Weight | Shares Owned | Shares Bought / Sold During Quarter | % Bought / Sold During Quarter | % of Shares Outstanding Owned |
|---|---|---|---|---|---|---|---|---|
| No investor data available. | ||||||||