My goal today is to update the stock thesis on Solitron Devices, $SODI, my largest personal stock holding.
I began buying shares of Solitron during the COVID panic in 2020 around $2 per share. Then, in 2021, I published a video outlining my thesis when the stock price was around $7 per share. Now over two years later, the stock price stands around $11 per share and I feel like it is worth updating that thesis with recent developments and the path forward.
I am more bullish today on Solitron Devices, than I believe I have ever been. I even recently acquired additional shares of Solitron in the last month or so at over $10 per share. Management has executed extremely well and shareholders are in a much better situation today than when they took over the company.
I hope you enjoy this video discussing Solitron Devices. Please share your thoughts in the comments below.
Disclosure: Long SODI
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