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Solitron Devices - A Future 10-Bagger
Updating the Long Thesis on my Largest Stock Holding
Oct 23, 2023
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Trey Henninger
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Solitron Devices - A Future 10-Bagger
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Solitron Devices makes a Transformative Acquisition
Thesis revisited as we enter a new stage of growth
Sep 25, 2023
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Trey Henninger
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Solitron Devices makes a Transformative Acquisition
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Interpreting Management Red Flags
Insight into how I process unexpected developments
Sep 5, 2023
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Trey Henninger
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Interpreting Management Red Flags
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The Ingredients of a Compounder
Key Criteria I look for when buying a stock
Aug 28, 2023
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Trey Henninger
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The Ingredients of a Compounder
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What's your favorite stock that I've written about and why?
I’d like to build more of a community around my Substack with ongoing discussion of investment ideas.
Aug 19, 2023
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Trey Henninger
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What's your favorite stock that I've written about and why?
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Onfolio Holdings - Buy Thesis (ONFO)
A one-pager analysis of the key reasons I'm buying stock in $ONFO
Aug 17, 2023
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Trey Henninger
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Onfolio Holdings - Buy Thesis (ONFO)
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Portfolio Update (Q2 2023)
Portfolio Performance, Holdings Update, and Future Outlook
Jun 6, 2023
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Trey Henninger
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Portfolio Update (Q2 2023)
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Regional Bank Trade
Due to the massive market dislocation in the banking sector due to the failure of Silicon Valley Bank, I have decided to execute a rare short term…
Mar 14, 2023
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Trey Henninger
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Regional Bank Trade
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MicroCap Stocks / Investing - Focus on Illiquid, High-Quality, Good Management
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