Aaron Edelheit, Mindset Capital - The Best Investors Are Those That View It As A Game | #342

The Meb Faber Show - Better Investing

The Idea Farm

Business, Investing, Management

4.7 • 938 Ratings

🗓️ 23 August 2021

⏱️ 78 minutes

🔗️ Recording | iTunes | RSS

🧾️ Download transcript

Summary

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. Learn more about your ad choices. Visit megaphone.fm/adchoices

Transcript

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0:00.0	Welcome to the Medfavor Show, where the focus is on helping you grow and preserve your wealth.
0:11.0	Join us as we discuss the craft of investing and
0:13.5	uncover new and profitable ideas all to help you grow wealthier and wiser.
0:17.2	Better investing starts here.
0:18.8	Matt Faber is the co-founder and chief investment officer at Cambria Investment Management.
0:23.2	Did it industry regulations, he will not discuss any of Cambry's funds on this podcast.
0:27.0	All opinions expressed by podcast participants are solely their own opinions and do not reflect the
0:30.8	opinion of Cambria Investment Management or its affiliates.
0:33.4	For more information, visit Cambria Investments.com.
0:36.4	What's up, what's up everybody?
0:41.2	Another amazing show today. Our guest is the CEO of Mindset Capital, a private investing firm.
0:48.0	And today's show, we start with our guest time as the CEO of the American Home, a company he grew to over 2,500 single-family
0:56.5	rental homes and sold it in 2515 to a reet for over 250 million buckeroos. He explains why the experience has led him to be
1:05.3	bullish on Mexican home builders and why he thinks one specific home
1:09.0	builder is the most undervalued company in North America.
1:13.6	We then turn to why our guest thinks it's helpful for investors to play video games
1:17.4	and why he thinks Nintendo is undervalued.
1:20.7	As we wind down, we touch on the cannabis space and why our guest is bullish on the sector.
1:25.0	This episode is brought to you by 10 East.
1:29.0	Long time listeners know I've invested in private markets quite a bit myself, but with access to these markets
1:34.3	broadening it can be hard to know where to find vetted high quality offerings.
1:38.2	That's where Ten East comes in. Ten East is a platform where qualified investors can co-invest on a deal by deal basis
	...

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