9 Comments
Aug 26, 2022Liked by William Houston

Thanks for the analysis, I'm long on SODI.

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Aug 24, 2022Liked by William Houston

Hey William, i throughly enjoy your write ups and back story. I am also currently a college student, senior to be exact. I am also what you would call a “value investor” or “net net” investor. If you are open to talk more about investment ideas let me know. I have a few investment ideas that might interest you. Let me know.

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Aug 1, 2022Liked by William Houston

Nice writeup definitely agree with the undervaluation. Few questions though is that 1) Whats your take on the recurring nature in terms of sales? I get that if they're in a contract that it's going to have a ton of life to give and cash, though where I am having trouble is the frequency of how many orders they get per project from say Raytheon. Should one measure the contracts as a measure of potential sales growth other than say bookings to get a picture of growth? 2) The late 10k again and does that worry you? 3) Correlates with the writeup, are you including the scrapwork and one-off items in your $3 million profit for 2022? Other than those peculiarities I find it a great business.

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Great analysis. Looking forward to reading your future posts.

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Hey William, I hope you are able to see my emily’s. Just making sure I am sending to the right one.

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deletedMay 26, 2022Liked by William Houston
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