#169: Update On Solitron (SODI) - Trey Henninger

The Intelligent Investing Podcast

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3y ago 17:00

MP3•Episodio en casa

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Summary

Today’s interview guest is Trey Henninger where discuss a recent update on Solitron Devices (SODI)

Trey Henninger runs the blog and podcast, DIY Investing. Trey is a private value investor focused on microcap and dark stocks in the United States. His focus is on high-quality companies with predictable durable earnings where management has skin-in-the-game. Trey runs a concentrated portfolio. By focusing on small companies, Trey hopes to find overlooked compounders at value prices. His favorite opportunities have a market cap below $50 million.

RESOURCES

My Book on Amazon
Alex Bossert's VIC writeup on Solitron
Trey Henninger's Stock Thesis on Solitron

Connect With Trey Henninger

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Email: IntelligentInvesting@gmail.com

Disclosure: Eric Schleien and some SMA clients of Eric Schleien through GSCM own shares of SODI. Nothing here is investment advice. Do your own due diligence.

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