In episode 342, we welcome our guest, Aaron Edelheit, CEO of Mindset Capital, a private investment firm.
In today’s episode, we start with Aaron’s time as the CEO of The American Home, a company he grew to over 2,500 single-family rental homes and sold in 2015 to a REIT for over $250 million. He explains why that experience has led him to be bullish on Mexican homebuilders and why he thinks one specific homebuilder is the most undervalued company in North America.
Then we turn to why Aaron thinks it’s helpful for investors to play video games and why he thinks Nintendo is undervalued.
As we wind down, we touch on the cannabis space and why Aaron is bullish on the sector.
Please enjoy this episode with Mindset Capital’s Aaron Edelheit.
-----
Follow Meb on Twitter, LinkedIn and YouTube
For detailed show notes, click here
To learn more about our funds and follow us, subscribe to our mailing list or visit us at cambriainvestments.com
-----
Today’s episode is sponsored by The Idea Farm. The Idea Farm gives you access to over $100,000 worth of investing research, the kind usually read by only the world’s largest institutions, funds, and money managers. Join today and get access to quarterly CAPE ratios, an excel quant backtester and the entire research library.