114 – Solitron Devices Stock Thesis (SODI)

Mental Models discussed in this podcast:

• Quality Investing
• Operating Leverage
• Barriers to Entry

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Show Outline

Important links for SODI stock investors

• Public Thesis:
  • https://www.diyinvesting.org/microcapclub-application-solitron-devices-stock-thesis/ 
• Business Quality Report: [$5/month paywall]
  • https://www.diyinvesting.org/solitron-devices-business-quality-report/ 
• Intrinsic Value Report: [$10/month paywall]
  • https://www.diyinvesting.org/solitron-devices-intrinsic-value-report/ 
• Also, reference the SEC Filings

Summary:

Solitron Devices is a high-quality niche manufacturing company in the defense industry. This Solitron Stock Thesis focuses on SODI stock which I believe will become a ten-bagger in ten years or less.

Solitron Devices is poised for massive stock outperformance due to the key factors of a high-quality business, double-digit revenue growth, operating leverage, and a skilled management team focused on shareholder-friendly capital allocation.

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