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

The Intelligent Investing Podcast

NEW PODCAST

Hey All! I’ve started a second show completely devoted to the field of Ontology which is another huge passion of mine. Please check out The Eric Scheien Podcast which is an ontological podcast where I break down distinctions of human consciousness as an access to enhancing performance.

NET NET HUNTER

This episode is sponsored by Net Net Hunter. If you’re interested in finding high-quality stocks trading at fractions of liquidation value – this research service is for you. I personally use this service at my firm to help me research tiny and obscure net-net stocks all around the world. Using Net Net Hunter comes out to way less money than hiring an analyst to do the exact same thing manually. It’s a service I love and I am proud to be able to offer this service to my listeners. If this is something you’re interested in, please click here.

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

HELP OUT THE PODCAST

If you like The Intelligent Investing Podcast, please consider leaving a rating and review on Apple Podcasts. It takes less than 30 seconds to do and makes a huge difference! You can also join the Facebook page!

You can subscribe to the podcast on the following platforms:

• Apple Podcasts
• Stitcher
• TuneIn
• Spotify
• Podbean
• iHeart Radio
• YouTube

GET IN TOUCH WITH ERIC SCHLEIEN

Facebook | LinkedIn | Twitter | YouTube | GSCM | Instagram

Email: [e-mail]

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.