$NTDOY, $TWTR and The Dangers of Overworking w/ Aaron Edelheit, Mindset Capital (Episode 46)

Oct 9, 2020

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Aaron Edelheit is the CEO of Mindset Capital and author of the book, The Hard Break: The Case for a 24/6 Lifestyle. He also runs the newsletter, Mindsetvalue. Aaron's a tried-and-true value investor searching the globe for undervalued businesses. We spend the early portion of the podcast discussing Aaron's early investment philosophy and how he grew his small partnership into $25M.

From there, we talk biggest winners/losers over his investing career and why he wrote The Hard Break.

Finally, we spend the bulk of the conversation diving deep into Nintendo ($NTDOY) and Twitter ($TWTR). Aaron lays out the NTDOY bull case, the bear case and exciting new technologies on the horizon for NTDOY. Aaron also dives into TWTR's bull thesis, the bear thesis and what investors should know about the company's future.

Here's the time-stamp:

[0:00] Who is Aaron and how did you get started in investing?
[6:33] What was your style for growing a small sum into 25 million?
[7:00] Biggest Winners: ATL Ultrasound
[12:00] Biggest Losers? Doesn’t matter how people sound or how they look, you really need to be very skepticism.
[17:15] The dangers of overworking and Aaron’s Book “The Hard Break: The Case For The 24/6 Lifestyle”
[35:00] Nintendo: A 2013 MSFT?
[56:00] Risks for Nintendo
[1:01:00] Value investor’s case for Twitter
[1:22:00] Besides Nintendo and Twitter where can value be found? (Energy and Lincoln Educational Services)
[1:32:00] International Investments: Japan
[1:40:00] Closing Thoughts and Questions

If you want to learn more about Aaron, check out these links:

***Disclaimer: Nothing you hear on this podcast is in any way, shape or form to be construed as investment advice. The guest on this podcast may hold positions in any/all names mentioned during the podcast. This is not investment advice and investors should always conduct personal due diligence before investing in any security. Past performance of any funds mentioned are not indicative of future returns.***