21 min
#153: Multi-bagger Potential in Solitron Devices $SODI; a recap of Entercom $ETM/$AUD and Northfield Precision $NFPC - Trey Henninger The Intelligent Investing Podcast
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- Investing
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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TIKR.COM
This episode is brought to you by TIKR.com. This is a product I personally use for researching stocks at my firm. TIKR.com is focused on bringing institutional-quality investment research tools to individual investors. TIKR.com is powered by S&P Global CapitalIQ and has coverage of 50k+ stocks globally with financials, estimates, valuation metrics, ownership, transcripts, news, filings, and more. Join TIKR.com‘s free beta today with tikr.com/intelligent
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 we discuss the multi-bagger potential in Solitron Devices as well as do a recap on Entercom (now known as Audacy), and Northfield Precision.
You can listen to the former Northfield Precision podcast here, and the Entercom podcast episode, here.
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.
Show Notes
[00:02:50] What is Solitron?
[00:03:42] "I interviewed the CEO on my podcast"
[00:04:29] This was at the time a $5 million market cap company. And they looked like they were going to earn something like half a million dollars to a million dollars ...
[00:05:58] "I think the best way to value the company is using an earnings analysis"
[00:09:27] Consistently profitable with strong moat
[00:12:52] Bought a new facility
[00:14:18] Company hitting an inflection point
[00:15:09] Recap on Entercom (ETM)
[00:17:29] Recap on Northfield Precision (NFPC)
RESOURCES
My Book on Amazon
Alex Bossert's VIC writeup on $SODI
Trey Henninger's Stock Thesis on $SODI
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: IntelligentInvesting@gmail.com
Disclosure: Eric Schleien and some SMA clients of Eric Schleien through GSCM own shares of SODI & NFPC. Nothing here is investment advice. D
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.
Podbean
This podcast is sponsored by Podbean. Podbean is probably the easiest way to create your own podcast. We use Podbean to host the Intelligent Investing Podcast and my new podcast, The Eric Schleien Podcast. Download the free Podbean Podcast App, to start, record, and publish your very own podcast in minutes. Podbean provides everything you need to run your podcast and you can record and publish episodes directly from the app on your phone. Check it out!
TIKR.COM
This episode is brought to you by TIKR.com. This is a product I personally use for researching stocks at my firm. TIKR.com is focused on bringing institutional-quality investment research tools to individual investors. TIKR.com is powered by S&P Global CapitalIQ and has coverage of 50k+ stocks globally with financials, estimates, valuation metrics, ownership, transcripts, news, filings, and more. Join TIKR.com‘s free beta today with tikr.com/intelligent
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 we discuss the multi-bagger potential in Solitron Devices as well as do a recap on Entercom (now known as Audacy), and Northfield Precision.
You can listen to the former Northfield Precision podcast here, and the Entercom podcast episode, here.
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.
Show Notes
[00:02:50] What is Solitron?
[00:03:42] "I interviewed the CEO on my podcast"
[00:04:29] This was at the time a $5 million market cap company. And they looked like they were going to earn something like half a million dollars to a million dollars ...
[00:05:58] "I think the best way to value the company is using an earnings analysis"
[00:09:27] Consistently profitable with strong moat
[00:12:52] Bought a new facility
[00:14:18] Company hitting an inflection point
[00:15:09] Recap on Entercom (ETM)
[00:17:29] Recap on Northfield Precision (NFPC)
RESOURCES
My Book on Amazon
Alex Bossert's VIC writeup on $SODI
Trey Henninger's Stock Thesis on $SODI
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: IntelligentInvesting@gmail.com
Disclosure: Eric Schleien and some SMA clients of Eric Schleien through GSCM own shares of SODI & NFPC. Nothing here is investment advice. D
21 min