Mental Models discussed in this podcast:
- Quality Investing
- Operating Leverage
- Barriers to Entry
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Important links for SODI stock investors
- Public Thesis:
- Business Quality Report: [$5/month paywall]
- Intrinsic Value Report: [$10/month paywall]
- Also, reference the SEC Filings
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.