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Eric Schleien discusses value investing, rational investment analysis, and vital mental models.
Episodes
Tuesday Dec 14, 2021
Tuesday Dec 14, 2021
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.
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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.
Comments (3)
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Way to run an investment podcast ’dudes’ - thanks that’s 15 wasted minutes I’ll not get back :) good luck
Wednesday Jan 05, 2022
Says they’re going to update SODI and spend most of the time talking about PRKA a safari park business, which has sunk 15% since this conversation. How an prof investor can take a safari park business as a credible proposition I cannot see; nil tech, nil IPR, nil scalability, risk of huge cost if an animal ingests a customer (as has happened around the world)... good luck with that. And - having just had it fonish while writing this - NOTHING on SODI, the supposed subject - at all
Wednesday Jan 05, 2022
Huge position lol
Sunday Dec 19, 2021
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