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Solitron Devices makes a Transformative Acquisition
Thesis revisited as we enter a new stage of growth
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Trey Henninger
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Interpreting Management Red Flags
Insight into how I process unexpected developments
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Trey Henninger
The Ingredients of a Compounder
Key Criteria I look for when buying a stock
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Trey Henninger
3
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. To get started, why don’t we chat about so…
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Trey Henninger
Onfolio Holdings - Buy Thesis (ONFO)
A one-pager analysis of the key reasons I'm buying stock in $ONFO
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Trey Henninger
Portfolio Update (Q2 2023)
Portfolio Performance, Holdings Update, and Future Outlook
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Trey Henninger
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…
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Trey Henninger
Paused Subscriptions
I have paused all paid subscriptions indefinitely. I have failed to publish 2 or 3 posts which I feel that I owe to my subscribers and my subscription…
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Trey Henninger
DIY Investing Newsletter
DIY Investing Newsletter
MicroCap Stocks / Investing - Focus on Illiquid, High-Quality, Good Management
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