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

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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

Twitter

Blog

Spotify

Apple Podcasts

YouTube

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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.