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114 - Solitron Devices Stock Thesis (SODI)
Episode 114

114 - Solitron Devices Stock Thesis (SODI)

The DIY Investing Podcast

April 11, 20211h 5m

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Show Notes

Mental Models discussed in this podcast:
  • Quality Investing
  • Operating Leverage
  • Barriers to Entry
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Show Outline

The full show notes for this episode are available at https://www.diyinvesting.org/Episode114

Important links for SODI stock investors 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.