368.1K
Downloads
175
Episodes
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.
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
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:
GET IN TOUCH WITH ERIC SCHLEIEN
Facebook | LinkedIn | Twitter | YouTube | GSCM | Instagram
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.
3 years ago
Way to run an investment podcast ’dudes’ - thanks that’s 15 wasted minutes I’ll not get back :) good luck
3 years ago
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
3 years ago
Huge position lol