# ![@TreyHenninger Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::3178625372.png) @TreyHenninger Trey Henninger | DIYInvesting

Trey Henninger | DIYInvesting posts on X about stocks, $sodi, money, compound the most. They currently have [------] followers and [---] posts still getting attention that total [---] engagements in the last [--] hours.

### Engagements: [---] [#](/creator/twitter::3178625372/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::3178625372/c:line/m:interactions.svg)

- [--] Week [---] -97%
- [--] Month [------] +1,577%
- [--] Months [------] +467%
- [--] Year [------] -51%

### Mentions: [--] [#](/creator/twitter::3178625372/posts_active)
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- [--] Week [--] -40%
- [--] Month [--] +450%
- [--] Months [--] +100%
- [--] Year [---] -10%

### Followers: [------] [#](/creator/twitter::3178625372/followers)
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- [--] Week [------] no change
- [--] Month [------] -0.03%
- [--] Months [------] -0.13%
- [--] Year [------] -0.27%

### CreatorRank: [---------] [#](/creator/twitter::3178625372/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::3178625372/c:line/m:influencer_rank.svg)

### Social Influence

**Social category influence**
[finance](/list/finance)  [stocks](/list/stocks)  [technology brands](/list/technology-brands)  [cryptocurrencies](/list/cryptocurrencies)  [countries](/list/countries)  [social networks](/list/social-networks)  [gaming](/list/gaming)  [automotive brands](/list/automotive-brands)  [agencies](/list/agencies)  [currencies](/list/currencies) 

**Social topic influence**
[stocks](/topic/stocks), [$sodi](/topic/$sodi), [money](/topic/money), [compound](/topic/compound), [investment](/topic/investment), [$plwn](/topic/$plwn), [dividend](/topic/dividend), [acquisition](/topic/acquisition), [in the](/topic/in-the), [longterm](/topic/longterm)

**Top accounts mentioned or mentioned by**
[@dividendgrowth](/creator/undefined) [@actuallyfinance](/creator/undefined) [@orrdavid](/creator/undefined) [@elementaryvalue](/creator/undefined) [@eriksentim](/creator/undefined) [@focusedcompound](/creator/undefined) [@nestbetter](/creator/undefined) [@bigpoppastonk](/creator/undefined) [@vetleforsland](/creator/undefined) [@workhardpays0ff](/creator/undefined) [@sfarringtonbkc](/creator/undefined) [@erikzeleny](/creator/undefined) [@mosinvesting](/creator/undefined) [@hatedmoats](/creator/undefined) [@dollarsanddata](/creator/undefined) [@offtherunbonds](/creator/undefined) [@davidkatunaric](/creator/undefined) [@hmlcompounder](/creator/undefined) [@uboat159](/creator/undefined) [@analystegg](/creator/undefined)

**Top assets mentioned**
[Prom (PROM)](/topic/$prom) [Coca-Cola Co (KO)](/topic/$ko) [Spotify Technology (SPOT)](/topic/$spot) [Apple, Inc. (AAPL)](/topic/$aapl) [SPDR S&P [---] ETF Trust (SPY)](/topic/$spy) [ABIOMED, Inc. (ABMD)](/topic/abiomed-inc) [American Tower Corp (AMT)](/topic/$amt)
### Top Social Posts
Top posts by engagements in the last [--] hours

"🎙Interview with David Flood @ElementaryValue Investing in NanoCaps and Dark Stocks to find Deep Value Stocks Discussed $PLWN $BVERS $NTIP $MIRI $HMGN Full Interview Episodes Home: YouTube: Apple https://podcasts.apple.com/us/podcast/48-david-flood-interview-dark-stock-investing-%24plwn/id1273404123i=1000455152532 https://youtu.be/tuDqClxavfo https://www.diyinvesting.org/david-flood-interview-elementary-value-episode48/ https://podcasts.apple.com/us/podcast/48-david-flood-interview-dark-stock-investing-%24plwn/id1273404123i=1000455152532 https://youtu.be/tuDqClxavfo"  
[X Link](https://x.com/TreyHenninger/status/1188548375202979840)  2019-10-27T20:09Z 10.1K followers, [--] engagements


"Pinelawn Cemetery Business Quality Report (paywall) $PLWN Market Cap: Less than $40 million https://www.diyinvesting.org/pinelawn-cemetery-business-quality-report/ https://www.diyinvesting.org/pinelawn-cemetery-business-quality-report/"  
[X Link](https://x.com/TreyHenninger/status/1200850286870499328)  2019-11-30T18:53Z 10.1K followers, [--] engagements


"Pinelawn Cemetery Intrinsic Value Report (paywall) $PLWN MicroCap Stock Dark Stock Bonus Included: [--] years of dividend history extending back to [----]. (Up Through [----] excluding 2014) https://buff.ly/2OCEt0I https://buff.ly/2OCEt0I"  
[X Link](https://x.com/TreyHenninger/status/1202986862983438336)  2019-12-06T16:23Z 10.1K followers, [--] engagements


"One of my favorite interviews I completed was with Dan Schum @NoNameStocks where we discussed his [--] year [---] Bagger investment in $HEMA https://podcasts.apple.com/us/podcast/diy-investing-podcast-value-investing-fundamental-analysis/id1273404123i=1000461047199 https://podcasts.apple.com/us/podcast/diy-investing-podcast-value-investing-fundamental-analysis/id1273404123i=1000461047199"  
[X Link](https://x.com/TreyHenninger/status/1272518656354922496)  2020-06-15T13:17Z 10.1K followers, [--] engagements


"@vetleforsland Im tired of reading about companies that are supposedly profitable yet remove real costs like marketing or compensation (stock) or research and development. Like Coca-Cola or Apple doesnt spend money on marketing or R&D"  
[X Link](https://x.com/TreyHenninger/status/1284136997427257344)  2020-07-17T14:44Z 10.1K followers, [--] engagements


"@vetleforsland Unfortunately I don't know anything about $GETB but investors do have an alternative option. They can sort through the weeds or they can simply only buy companies that report profits. There are thousands of good investments out there that meet that simple hurdle"  
[X Link](https://x.com/TreyHenninger/status/1284138909438562306)  2020-07-17T14:52Z 10.1K followers, [--] engagements


"@DarkfireCapital @ElementaryValue Well I am a limit order only guy as well. Im talking my limit orders. I issued buy limit orders at the ask. At one broker they were filled at the ask. At the other they were filled at 3% less than the ask. Same stock. ask didnt change and was large enough. Within minutes"  
[X Link](https://x.com/TreyHenninger/status/1344265477443510272)  2020-12-30T12:53Z 10.1K followers, [--] engagements


"@eriksen_tim @Steven_Kiel How have you gotten comfortable that the value in $PCOA wont simply be quietly taken while dark"  
[X Link](https://x.com/TreyHenninger/status/1358897115955609604)  2021-02-08T21:54Z 10.1K followers, [--] engagements


"@WorkHardPays0ff Well lets just say hard work pays off eh Although to me Id be happy just owning a share or so. I dont need to buy round lots on this one. There are only so many shares outstanding and the company keeps gobbling them up"  
[X Link](https://x.com/TreyHenninger/status/1378025342888214531)  2021-04-02T16:43Z 10.1K followers, [--] engagements


"@WorkHardPays0ff I think you really need to understand the CapEx (past and future plans) and understanding the depreciation schedule. There is usually a substantial difference between cash flow and profits for tax reasons but this can make it hard to evaluate. I struggle with it myself"  
[X Link](https://x.com/TreyHenninger/status/1378026795493163014)  2021-04-02T16:49Z 10.1K followers, [--] engagements


"@WorkHardPays0ff Depreciation is key because you want to know whether it under or overstates costs. Usually it understated but sometimes these assets are very long life. Finally understand their markets and competitive pressure. $LICT faces lower competition than $CHTR for instance"  
[X Link](https://x.com/TreyHenninger/status/1378027075399979015)  2021-04-02T16:50Z 10.1K followers, [--] engagements


"There are two options here that I find particularly attractive: [--]. Google for companies that have already agreed to be acquired. Put the money in that stock. Receive 100.05% of your investment back as a dividend within the year. Now invest without restrictions. [--]. Buy $PLWN 3/ This is a "buy and hold forever" scenario. Whichever stock we choose we must buy $1M worth of its shares within a week. And after that there are no more decisions. We must simply hold our shares *forever*. The question is: how do we decide which stock to buy 3/ This is a "buy and hold forever" scenario. Whichever stock"  
[X Link](https://x.com/TreyHenninger/status/1406670158693863433)  2021-06-20T17:47Z 10.1K followers, [--] engagements


"@AnalystEgg @theunemployeda1 Regardless I dont judge my portfolio by price changes by fundamental changes. If Ive experienced 5% earnings growth then my [--] year return is 15% (not negative) so long as the multiples are below intrinsic value. Prices are too volatile to judge performance in [--] years"  
[X Link](https://x.com/TreyHenninger/status/1427447252889608201)  2021-08-17T01:48Z 10.1K followers, [--] engagements


"Not sure how I missed this before but $PCHM is a prime example of how activists can be a critical catalyst for microcaps when they gain board control. Less than a week: https://s3.amazonaws.com/com-pharmcheck-cdn/document-uploads/PharmChem-Inc.-Results-of-Annual-Meeting-8.31.21.pdfmtime=20210901164823 https://s3.amazonaws.com/com-pharmcheck-cdn/document-uploads/PharmChem-Inc.-Results-of-Annual-Meeting-8.31.21.pdfmtime=20210901164823"  
[X Link](https://x.com/TreyHenninger/status/1433874332518952963)  2021-09-03T19:27Z 10.1K followers, [--] engagements


"Diluted shares outstanding has dropped by 900k in the [--] days since @eriksen_tim and @TicePBrown gained board seats. Great work at $PCHM"  
[X Link](https://x.com/TreyHenninger/status/1433874601214349328)  2021-09-03T19:28Z 10.1K followers, [--] engagements


""Your Board receives no cash salary options or compensation of any kind for its role at PharmChem. Our sole goal the only way we make money here is to increase the per-share value of this company for the shareholders." $PCHM *Green Flag* -Management https://www.otcmarkets.com/otcapi/company/financial-report/318528/content https://www.otcmarkets.com/otcapi/company/financial-report/318528/content"  
[X Link](https://x.com/TreyHenninger/status/1486467752252657666)  2022-01-26T22:35Z 10.1K followers, [--] engagements


"Pinelawn Cemetery is one of my favorite companies I have ever studied. $PLWN If you like cash flow this one is for you. High growing dividend yield safe Long runway of single digit growth. https://diyinvestingstocks.substack.com/p/pinelawn-cemetery-business-qualityr=9mb1u&s=w&utm_campaign=post&utm_medium=email https://diyinvestingstocks.substack.com/p/pinelawn-cemetery-business-qualityr=9mb1u&s=w&utm_campaign=post&utm_medium=email"  
[X Link](https://x.com/TreyHenninger/status/1512058459134517253)  2022-04-07T13:23Z 10.1K followers, [--] engagements


"If you liked yesterdays quality report on Pinelawn Cemetery $PLWN youll definitely enjoy todays subscriber-exclusive post on Pinelawns intrinsic value. https://diyinvestingstocks.substack.com/p/pinelawn-cemetery-intrinsic-value https://diyinvestingstocks.substack.com/p/pinelawn-cemetery-intrinsic-value"  
[X Link](https://x.com/TreyHenninger/status/1512409822205030401)  2022-04-08T12:39Z 10.1K followers, [--] engagements


"@frankinvesting $PLWN High single digit dividend that has a built-in inflation protection and zero risk of dividend cuts. Dividend tied to cemetery plot sales and plot sales price tied to inflation"  
[X Link](https://x.com/TreyHenninger/status/1547566647824723979)  2022-07-14T13:00Z 10.1K followers, [--] engagements


"$CHD Church & Dwight Co stock is one of the best stocks I've reviewed recently on a first look basis. - Very stable high returns on capital (and growing) - Double digit returns likely from here - No losses in [--] years+ Full video screen-share review: https://youtu.be/yLjJKFw_8uA https://youtu.be/yLjJKFw_8uA"  
[X Link](https://x.com/TreyHenninger/status/1550455400348123136)  2022-07-22T12:19Z 10.1K followers, [--] engagements


"$PLWN This article is mind blowing 🤯 It's worth a read for anyone who has ever considered Pinelawn OR anyone who likes weird historic stories of illiquid / overlooked "investments" https://www.propublica.org/article/cemetery-long-island-pinelawn-lockes-pinelawn https://www.propublica.org/article/cemetery-long-island-pinelawn-lockes-pinelawn"  
[X Link](https://x.com/TreyHenninger/status/1551573037648158722)  2022-07-25T14:20Z 10.1K followers, [--] engagements


"$EMN - Eastman Chemical Company stock was very fun to review - High Returns on Equity (19%) - Double Digit EPS Growth - Steady buybacks + Debt Paydown + Dividends - Lots of Free Cash Flow for Shareholders Full video screen share review: https://youtu.be/3ZpIh0j25Dk https://youtu.be/3ZpIh0j25Dk"  
[X Link](https://x.com/TreyHenninger/status/1597217045787332608)  2022-11-28T13:13Z 10.1K followers, [--] engagements


"$EIX - Edison International stock should be avoided by prudent investors - Debt tripled - Assets doubled - Net income crashed by 50% Future is bleak Full video screen-share review: https://youtu.be/z71fBKrCOgs https://youtu.be/z71fBKrCOgs"  
[X Link](https://x.com/TreyHenninger/status/1600480049127460865)  2022-12-07T13:19Z 10.1K followers, [--] engagements


"$ETR - Entergy Corporation stock is an electric utility company with a significant portion of it's production assets producing from nuclear plants Dilution and Expense growth are a little out of control compared to revenue Full video screen-share review: https://youtu.be/Tkubf_jQo2k https://youtu.be/Tkubf_jQo2k"  
[X Link](https://x.com/TreyHenninger/status/1603741535316705283)  2022-12-16T13:19Z 10.1K followers, [----] engagements


"$RE - Everest Re Group is an insurance company focused on property and casualty reinsurance in the US and abroad"  
[X Link](https://x.com/TreyHenninger/status/1609972598514896897)  2023-01-02T17:59Z 10.1K followers, [----] engagements


"$EXC - Exelon Corporation: What is buried in the Financial Statements"  
[X Link](https://x.com/TreyHenninger/status/1612509319798349824)  2023-01-09T17:59Z 10.1K followers, [----] engagements


"$EXPE - Expedia Stock: Take a Vacation as I journey through a deep dive of their financials"  
[X Link](https://x.com/TreyHenninger/status/1613234607775780864)  2023-01-11T18:01Z 10.1K followers, [----] engagements


"$EXPD - Expeditors International of Washington stock is a high-quality business focused on the logistics industry while operating with world class economics"  
[X Link](https://x.com/TreyHenninger/status/1613957127759958017)  2023-01-13T17:52Z 10.1K followers, [----] engagements


"$FFIV - F5 Networks is a cloud security provider that earns high returns on capital nearing triple digits"  
[X Link](https://x.com/TreyHenninger/status/1617582767457304593)  2023-01-23T17:59Z 10.1K followers, [----] engagements


"$FIS - Fidelity National Information Services has an incredible business operating core processing for banks but it's quality is hidden under complex financials"  
[X Link](https://x.com/TreyHenninger/status/1625918199144275971)  2023-02-15T18:01Z 10.1K followers, [----] engagements


"$FITB - Fifth Third Bancorp is a bank with very stable returns driven by an attractive buyback policy + dividends"  
[X Link](https://x.com/TreyHenninger/status/1626605462337601537)  2023-02-17T15:32Z 10.1K followers, [----] engagements


"$FE - FirstEnergy Corporation is a great case study on how to recognize investing Red Flags prior to making an investment"  
[X Link](https://x.com/TreyHenninger/status/1628417637620260869)  2023-02-22T15:33Z 10.1K followers, [----] engagements


"$FISV - Fiserv stock was an instant add to my watchlist after only [--] minutes of research. 100%+ Returns on tangible Capital"  
[X Link](https://x.com/TreyHenninger/status/1629142177841311751)  2023-02-24T15:32Z 10.1K followers, 27.4K engagements


"$FBHS - Fortune Brands Home & Security stock: Home Improvement or Portfolio Improvement it's worth checking out"  
[X Link](https://x.com/TreyHenninger/status/1635288214016770050)  2023-03-13T14:34Z 10.1K followers, [----] engagements


"$FCX - Freeport-McMoran Copper and Gold stock is a gold mine for investors that understand the commodity market cycle"  
[X Link](https://x.com/TreyHenninger/status/1637824944355569668)  2023-03-20T14:34Z 10.1K followers, [----] engagements


"$GPS - Gap stock is a very high quality business with potentially a very cheap price"  
[X Link](https://x.com/TreyHenninger/status/1638549416243077121)  2023-03-22T14:33Z 10.1K followers, [----] engagements


"$IT - Gartner stock is the newest addition to my watchlist. A capital light services business earning 100% returns on PPE"  
[X Link](https://x.com/TreyHenninger/status/1640361605287354368)  2023-03-27T14:34Z 10.1K followers, [----] engagements


"$GPC - Genuine Parts is a distributor that provides critical auto and industrial parts which allows for a measure of pricing power"  
[X Link](https://x.com/TreyHenninger/status/1644347368358264838)  2023-04-07T14:32Z 10.1K followers, [----] engagements


"$GILD - Gilead Sciences provides life saving medications at incredibly high margins which is a strong business model"  
[X Link](https://x.com/TreyHenninger/status/1645435023217098752)  2023-04-10T14:34Z 10.1K followers, [----] engagements


"$GPN - Global Payments stock offers the opportunity to learn how to identify red flags in the financial statements. Key Findings👇"  
[X Link](https://x.com/TreyHenninger/status/1646159543431225350)  2023-04-12T14:33Z 10.1K followers, [----] engagements


"$GL - Globe Life stock is a life insurance company with a strong stable history of past performance"  
[X Link](https://x.com/TreyHenninger/status/1646884067424493568)  2023-04-14T14:32Z 10.1K followers, [----] engagements


"@eriksen_tim Instead of deferring the dividend couldn't they just choose to go ahead and buy it back at 10% of original issue"  
[X Link](https://x.com/TreyHenninger/status/1653472100735172627)  2023-05-02T18:50Z 10.1K followers, [---] engagements


"$HES - Hess Corporation seeks to build wealth for shareholders by finding and producing liquid gold. (Links in next tweet)"  
[X Link](https://x.com/TreyHenninger/status/1664646030330155015)  2023-06-02T14:51Z 10.1K followers, [----] engagements


"$HOLX - Hologic performs diagnostic testing and was a chief beneficiary of COVID-19 over the last few years"  
[X Link](https://x.com/TreyHenninger/status/1690002500990963714)  2023-08-11T14:09Z 10.1K followers, [----] engagements


"$HON - Honeywell International profits from selling critical automation software and other components to industrial customers. I break down this high-quality business through a focus on future compounding opportunities"  
[X Link](https://x.com/TreyHenninger/status/1691824635736658308)  2023-08-16T14:50Z 10.1K followers, [----] engagements


"$HRL - Hormel Foods is a compounder providing branded food products to consumers. A great benefit of brands is they allow for predictable pricing power and habitual purchasing. That's a key method by which to build a long-term compounding engine"  
[X Link](https://x.com/TreyHenninger/status/1692545384269099321)  2023-08-18T14:34Z 10.1K followers, [----] engagements


"$HPQ - HP stock: First Look Video"  
[X Link](https://x.com/TreyHenninger/status/1695078827897053329)  2023-08-25T14:21Z 10.1K followers, [----] engagements


"$HBAN - Huntington Bank stock: First Look Video A very cheap bank that looks like a compounder"  
[X Link](https://x.com/TreyHenninger/status/1696887998967959685)  2023-08-30T14:10Z 10.1K followers, [----] engagements


"$HII - Huntington Ingalls is a high-quality compounder with a captive customer: The US Navy Build wealth while helping the US build global naval dominance"  
[X Link](https://x.com/TreyHenninger/status/1697612019682132168)  2023-09-01T14:07Z 10.1K followers, [----] engagements


"$ILMN - Illumina Stock: First Look Video"  
[X Link](https://x.com/TreyHenninger/status/1701237911566311563)  2023-09-11T14:15Z 10.1K followers, [----] engagements


"$INCY - Incyte stock: First Look Video"  
[X Link](https://x.com/TreyHenninger/status/1701962939249438810)  2023-09-13T14:16Z 10.1K followers, [----] engagements


"@eriksen_tim @CharlesGoodnig1 To be clear: I was asking the question of Charles As a very public shareholder I would be in the camp of supporting both the ECIP bank buys AND wishing for a $PROM buy. But generally just want you to allocate capital to the best available opportunities (including common stock"  
[X Link](https://x.com/TreyHenninger/status/1714761796601389425)  2023-10-18T21:54Z 10.1K followers, [---] engagements


"Comment a Stock Ticker below and Ill give a short analysis on the company after a brief 1-2 minute review of the stock"  
[X Link](https://x.com/TreyHenninger/status/1718060751946965296)  2023-10-28T00:22Z 10.1K followers, 15.3K engagements


"Extremely speculative and an immediate pass. Founded only in [----] so I have no idea how they perform in different parts of the oil cycle. Likewise one of the worst parts of the industry to own long term. Could be useful as a speculation for experts but completely unpredictable to me"  
[X Link](https://x.com/TreyHenninger/status/1718069186142806018)  2023-10-28T00:56Z 10.1K followers, [---] engagements


"@EJShannon100 Obviously a good business as part of the $KO businesses but unless the growth of the last few years is repeated and high returns on capital can be sustained its not that interesting. There are a lot of risks with these captive businesses and easier ways to make money"  
[X Link](https://x.com/TreyHenninger/status/1718289565109133593)  2023-10-28T15:32Z 10.1K followers, [---] engagements


"@LukeWolgram Feels like you could do a lot worse than a portfolio of some of the best conglomerates like 33% $CSU.TO 33% $BRK.A and 33% $JNJ"  
[X Link](https://x.com/TreyHenninger/status/1722669359972192294)  2023-11-09T17:35Z 10.1K followers, [---] engagements


"This is probably my favorite proxy fight campaign letter of all-time. Worth a read $PRKA Focused Compounding Fund LP Issues Open Letter to the Board of Parks America Inc. https://t.co/TGNNBlagvJ $PRKA Focused Compounding Fund LP Issues Open Letter to the Board of Parks America Inc. https://t.co/TGNNBlagvJ $PRKA"  
[X Link](https://x.com/TreyHenninger/status/1744373207115682000)  2024-01-08T14:59Z 10.1K followers, 10.7K engagements


"@BigBoyBern80872 We will see. I have no comment on the current election probabilities. Saw the poison pill news though and this is just wrong. There are legitimate uses for a poison pill. This is not one of them"  
[X Link](https://x.com/TreyHenninger/status/1749554013845000374)  2024-01-22T22:05Z 10.1K followers, [---] engagements


"$OTCM investors 😰"  
[X Link](https://x.com/TreyHenninger/status/1786194140339818746)  2024-05-03T00:40Z 10.1K followers, [----] engagements


"Impressive demonstration of leadership in the first $PRKA conference call by $GEOFF Gannon. Getting his hands dirty in the turnaround on location. https://seekingalpha.com/article/4714235-parks-america-inc-prka-q3-2024-earnings-call-transcript https://seekingalpha.com/article/4714235-parks-america-inc-prka-q3-2024-earnings-call-transcript"  
[X Link](https://x.com/TreyHenninger/status/1823514360058159320)  2024-08-14T00:17Z 10.1K followers, [----] engagements


"@PaquitoPF The only one Ive disclosed publicly is $SODI. The rest Ive hidden behind my Substack paywall. I dont post often but I dont want them publicly known due to how small they are and Liquidity concerns"  
[X Link](https://x.com/TreyHenninger/status/1830921407095505291)  2024-09-03T10:50Z 10.1K followers, [---] engagements


"@PaquitoPF $SODI is my only publicly disclosed position and it's over half the portfolio at the moment"  
[X Link](https://x.com/TreyHenninger/status/1853154718253801658)  2024-11-03T19:18Z 10.1K followers, [---] engagements


"Banks can be good long term investments Whats an opinion about finance that will have you like this https://t.co/sAUW9KURwQ Whats an opinion about finance that will have you like this https://t.co/sAUW9KURwQ"  
[X Link](https://x.com/TreyHenninger/status/1982981751338119569)  2025-10-28T01:24Z 10.1K followers, [----] engagements


"We know for sure equity prices dont equal NPV of future cash flows. Which is why dividends are so valuable. Case in point: Just look at the AI bubble. No way future cash flows match current valuations here's something i've changed my mind about: dividend preferences for financial planning. if we're trying to generate income for retirement. Case #1 if equity prices = NPV of all future cash flows we should be indifferent between receiving dividends or selling stock. Case here's something i've changed my mind about: dividend preferences for financial planning. if we're trying to generate income"  
[X Link](https://x.com/TreyHenninger/status/1985527974502785393)  2025-11-04T02:02Z 10.1K followers, [----] engagements


"Coffee is a miracle drug that I wish I owned a worldwide royalty on. Imagine if it was invented in [----] and you could invest Amazing"  
[X Link](https://x.com/anyuser/status/1999869766929150329)  2025-12-13T15:51Z 10.1K followers, [----] engagements


"FY [----] Portfolio Update: Compound Annual Growth Rate = 25.2% (Jan [----] - Dec 2025) [---] years [----] FY Performance = +17.3% (vs +17.8%)(S&P 500) Since Inception: [----] = +13.9% (vs +25.0%) [----] = +53.7% (vs +26.3%) [----] = -29.3% (vs -18.11%) [----] = +117.5% (vs +28.71%) [----] = +22.0% (vs +18.4%) AMA 👇 https://twitter.com/i/web/status/2012179841752191035 https://twitter.com/i/web/status/2012179841752191035"  
[X Link](https://x.com/anyuser/status/2012179841752191035)  2026-01-16T15:07Z 10.1K followers, [----] engagements


"Currently I own only [--] stocks. My concentration comfort continues to increase the longer I hold my core positions. I'd be perfectly fine holding up to [--] positions right now but lack the idea flow necessary to hold them with conviction"  
[X Link](https://x.com/anyuser/status/2012180540409934251)  2026-01-16T15:09Z 10.1K followers, [---] engagements


"As an investor your goal is to make money. Ignore all other noise"  
[X Link](https://x.com/anyuser/status/2012910841155211462)  2026-01-18T15:31Z 10.1K followers, [----] engagements


"Always worth a read. Highly recommended for investors in microcap stocks Cedar Creek Partners [----] year end letter released. Fund returned 29.6% net of fees and expenses in [----]. $SODI $ENDI $PHIG $EXCE $FIEB $SKLB $FLFG $PROM $PDRX https://t.co/d794sYsHAT Cedar Creek Partners [----] year end letter released. Fund returned 29.6% net of fees and expenses in [----]. $SODI $ENDI $PHIG $EXCE $FIEB $SKLB $FLFG $PROM $PDRX https://t.co/d794sYsHAT"  
[X Link](https://x.com/anyuser/status/2014138332020605144)  2026-01-22T00:49Z 10.1K followers, [----] engagements


"@JLAMiaDolT Terravest Is the PE of [--] accurate What makes it attractive today The size typically means slow growth. Hard to justify that price"  
[X Link](https://x.com/TreyHenninger/status/2015559844695048614)  2026-01-25T22:58Z 10.1K followers, [---] engagements


"@ArneriDesign What is the top reason you own it"  
[X Link](https://x.com/TreyHenninger/status/2015607800412442967)  2026-01-26T02:08Z 10.1K followers, [---] engagements


"@finance_burner I havent looked at exp but I have studied MCEM and my concern was mainly low longterm growth rates. Does EXP have similar growth rate exposure Not sure demand is high enough to justify high prices in the future"  
[X Link](https://x.com/TreyHenninger/status/2015615706960666983)  2026-01-26T02:40Z 10.1K followers, [--] engagements


"@SFarringtonBKC @NestBetter Quite a big company with high revenue to not have any earnings"  
[X Link](https://x.com/TreyHenninger/status/2015616392167293039)  2026-01-26T02:42Z 10.1K followers, [---] engagements


"@JLAMiaDolT Ahhh. Serial acquirers both have the potential for incredible growth but also are difficult to analyze. Will check it out"  
[X Link](https://x.com/TreyHenninger/status/2015637675198304351)  2026-01-26T04:07Z 10.1K followers, [--] engagements


"If your earnings and dividends arent growing 10%+ per year Im not interested"  
[X Link](https://x.com/TreyHenninger/status/1600971708646576129)  2022-12-08T21:52Z 10.1K followers, [--] engagements


"@PaulAndreola $SODI - Solitron Devices Defense sub-contractor providing critical materials in use in areas like Ukraine $37m Market cap on $4-5m in earnings power Growing double digits Recently acquired a new subsidiary at 4-5x earnings Great operating leverage Skilled Capital Allocator as CEO"  
[X Link](https://x.com/TreyHenninger/status/1791128902439739706)  2024-05-16T15:29Z 10.1K followers, [----] engagements


"$SODI Executing on a material transaction to purchase their second production facility. Price: $1.75m Debt: $1.4m @ 6.39% interest rate 10-yr loan Monthly payment on P&I is lower than their current existing rent payment. Benefits: [--]. Additional leverage [--]. Cheap debt"  
[X Link](https://x.com/TreyHenninger/status/1794160072698040359)  2024-05-25T00:14Z 10.1K followers, [----] engagements


"Benefits continued: [--]. Reduction in operating expenses (as mortgage payment is now lower than the prior rent) [--]. Building long-term equity in the property [--]. Continues confirmation of management teams ability to execute on accretive transactions. Great work by the $SODI team"  
[X Link](https://x.com/TreyHenninger/status/1794160085012500833)  2024-05-25T00:14Z 10.1K followers, [----] engagements


"$SODI reports $7.0m in Net income for Fiscal [----] (unaudited) or $3.35 per share. Current stock price = $18.49 PE [---] Hard to parse additional details and the impact of one-time items until the full 10-K report is released hopefully within the next two weeks"  
[X Link](https://x.com/TreyHenninger/status/1795914502497558821)  2024-05-29T20:25Z 10.1K followers, [----] engagements


"@Big_0h Because almost all of my money was been used to steadily buy shares in $SODI when the stock price was sub $2.50. That stock was flat to down for [--] months. While the rest of my portfolio broke even or cancelled out any losses. I was selling winners to buy SODI too"  
[X Link](https://x.com/TreyHenninger/status/1796976723189260738)  2024-06-01T18:46Z 10.1K followers, [---] engagements


"On a dollar-weighted basis Solitron Devices $SODI has contributed the most to my performance. This is on account of buying the bulk of my shares between $2 and $3 per share for 20% of the portfolio and never selling a single share. Entercom Communications played a big role in the [----] results as well. I held a large position going into December [----] which I sold over the course of [----] and put that capital into other stocks that did well in [----] including but not limited to Solitron. I no longer own any shares of Entercom and sold out completed in 2021."  
[X Link](https://x.com/TreyHenninger/status/1819099488868618473)  2024-08-01T19:54Z 10.1K followers, [---] engagements


"@realstocknewbie $SODI offers the ability to invest in the defense industry at a single digit PE. Very stable and secure earnings base with upside potential from the conflicts around the world. One of their largest programs is in key use in Ukraine today"  
[X Link](https://x.com/TreyHenninger/status/1823791823359500392)  2024-08-14T18:40Z 10.1K followers, [---] engagements


"August [----] Portfolio Update: Compound Annual Growth Rate = +29.7% (Jan [----] - August 2024) [----] years YTD [----] Performance = +16.8% Since Inception: [----] = +53.7% (vs +26.3%) (S&P 500) [----] = -29.3% (vs -18.11%) [----] = +117.5% (vs +28.71%) [----] = +22.0% (vs +18.4%) AMA 👇"  
[X Link](https://x.com/TreyHenninger/status/1830311860656353726)  2024-09-01T18:28Z 10.1K followers, [----] engagements


"I originally identified it because a shareholder emailed it to me as an idea to consider after I interviewed the CEO on my podcast. So part luck (email) part preparation by having a public investing podcast and willing to interview people. However the identification is only part of it. The key part is holding it when it was being sold for nothing ($5m market cap). I would say my comfort level came mostly from talking to management (that interview) and the public filings discussion of improved profitability in the coming months. Those filings were critical. Defending their profits is"  
[X Link](https://x.com/TreyHenninger/status/1830639394639815039)  2024-09-02T16:10Z 10.1K followers, [---] engagements


"@Mike10947310 $SODI $36m MC Trend/Tailwinds: Defense Industry growth especially high usage of products in Europe/Ukraine CEO largest shareholder and a skilled capital allocator (day-job runs a hedge fund) COO owns a large stake in the company Recent acquisition 5x earnings PE less than 10"  
[X Link](https://x.com/TreyHenninger/status/1836117834012713037)  2024-09-17T18:59Z 10.1K followers, [----] engagements


"Did anyone else have a bad March performance or was it just me"  
[X Link](https://x.com/TreyHenninger/status/1906873108633358481)  2025-04-01T00:55Z 10.1K followers, [----] engagements


"@dirtcheapstocks Definitely helps. Pretty sure buying cheap is the source of most of my alpha"  
[X Link](https://x.com/TreyHenninger/status/1920881345141649918)  2025-05-09T16:39Z 10.1K followers, [----] engagements


"@realroseceline Put 20% of my portfolio into $SODI at a sub [--] million dollar market cap five years ago. Going well so far"  
[X Link](https://x.com/TreyHenninger/status/1988320246445600879)  2025-11-11T18:57Z 10.1K followers, [---] engagements


"I own [--] stocks but want it to be [--] or [--]. What should I buy right now"  
[X Link](https://x.com/anyuser/status/2015550923326497180)  2026-01-25T22:22Z 10.1K followers, [----] engagements


"@NestBetter $SODI is my largest holding. The rest I dont discuss. But wouldnt mind more manufacturing companies"  
[X Link](https://x.com/TreyHenninger/status/2015559980246565317)  2026-01-25T22:58Z 10.1K followers, [----] engagements


"Massive news out of $SODI. Solitron has received in-bound interest in an acquisition of the company. Price and terms unknown. Solitron Devices $SODI Announces Exploration of Potential Merger or Sale Opportunities https://t.co/qEptBFMaj8 https://t.co/ngxP9lnbTB Solitron Devices $SODI Announces Exploration of Potential Merger or Sale Opportunities https://t.co/qEptBFMaj8 https://t.co/ngxP9lnbTB"  
[X Link](https://x.com/anyuser/status/2018804591488590206)  2026-02-03T21:51Z 10.1K followers, [----] engagements


"13% yielding investments inside $SODI as an asset on the balance sheet. @ErikZeleny That is a royalty % on revenue earned by a small publicly traded asset manager. In the quarter Solitron earned $54000 which would be $216000 annualized versus the $1.65 million cost. @ErikZeleny That is a royalty % on revenue earned by a small publicly traded asset manager. In the quarter Solitron earned $54000 which would be $216000 annualized versus the $1.65 million cost"  
[X Link](https://x.com/anyuser/status/2019073000776073569)  2026-02-04T15:38Z 10.1K followers, [----] engagements


"Abiomed Inc Stock Analysis (5 minute First Look) - $ABMD I found Abiomed to be a high quality company trading at a high price. Follow me as I work through every stock in the S&P500. https://youtu.be/qdmDNtv8890 https://youtu.be/qdmDNtv8890"  
[X Link](https://x.com/TreyHenninger/status/1487055109221761028)  2022-01-28T13:29Z 10.1K followers, [--] engagements


"There are [--] companies in the S&P [---] that start with the letter "A". I recorded myself analyzing every single one of them. Here are the [--] worth your time:"  
[X Link](https://x.com/TreyHenninger/status/1526944478464024577)  2022-05-18T15:15Z 10.1K followers, [--] engagements


"Abiomed Inc Ticker: $ABMD ROE 15% Growing Operating margins due to operating leverage Good industry: Medical Devices Strong Growth 20% [--] min Video Screenshare: https://youtu.be/qdmDNtv8890 https://youtu.be/qdmDNtv8890"  
[X Link](https://x.com/TreyHenninger/status/1526944481051820032)  2022-05-18T15:15Z 10.1K followers, [--] engagements


"Friends don't let friends buy regulated utility stocks"  
[X Link](https://x.com/TreyHenninger/status/1558549183539412992)  2022-08-13T20:20Z 10.1K followers, [--] engagements


"$DRE - Duke Realty stock is for Renting not owning - Long-term returns capped at ROE of 8.5% - Short-term appreciation is the primary reason one would want to own if betting on real estate Full video screen-share review: https://youtu.be/e4a576kPC0s https://youtu.be/e4a576kPC0s"  
[X Link](https://x.com/TreyHenninger/status/1594680327942770689)  2022-11-21T13:13Z 10.1K followers, [--] engagements


"$EXR - Extra Space Storage is a REIT focused on the self-storage industry with very impressive results"  
[X Link](https://x.com/TreyHenninger/status/1615046090088136705)  2023-01-16T17:59Z 10.1K followers, [----] engagements


"$EPAM - EPAM Systems stock is growing rapidly with high returns on capital by powering innovation in the economy"  
[X Link](https://x.com/TreyHenninger/status/1616493841392992278)  2023-01-20T17:52Z 10.1K followers, [----] engagements


"$FRT - Federal Realty Investment Trust is a REIT focused on high-quality retail based properties in major coastal US markets"  
[X Link](https://x.com/TreyHenninger/status/1624103978245005313)  2023-02-10T17:52Z 10.1K followers, [----] engagements


"$FLT - FleetCor Technologies stock operates a hi-tech toll-road on corporate payment processing"  
[X Link](https://x.com/TreyHenninger/status/1630229886035013634)  2023-02-27T15:34Z 10.1K followers, [----] engagements


"$FLS - Flowserve Corporation stock is a machinery company focused on pumps and control valves"  
[X Link](https://x.com/TreyHenninger/status/1630954361512685569)  2023-03-01T15:33Z 10.1K followers, [----] engagements


"$FTV - Fortive stock manufactures precision equipment for the manufacturing testing and healthcare industries"  
[X Link](https://x.com/TreyHenninger/status/1634215614251237381)  2023-03-10T15:32Z 10.1K followers, [----] engagements


"$HPE - Hewlett Packard Enterprise stock provides key lessons on how to analyze a company with a declining core business. I break down critical metrics and how management can maximize shareholder value under various scenarios"  
[X Link](https://x.com/TreyHenninger/status/1665721384612564993)  2023-06-05T14:05Z 10.1K followers, [----] engagements


"$HLT - Hilton Worldwide Holdings is an exceptional stock that I'm adding to my watchlist. Key Findings: - Negative book value is a positive sign of an great biz - Accelerating ROIC as assets are reduced but earnings grow - Very well managed as SG&A has been reduced to grow EPS"  
[X Link](https://x.com/TreyHenninger/status/1666446160259870720)  2023-06-07T14:05Z 10.1K followers, [----] engagements


"My newest Substack post is on $ONFO covering my thoughts on the company. https://diyinvestingstocks.substack.com/p/onfolio-holdings-buy-thesis-onfo https://diyinvestingstocks.substack.com/p/onfolio-holdings-buy-thesis-onfo"  
[X Link](https://x.com/TreyHenninger/status/1692983708595229142)  2023-08-19T19:35Z 10.1K followers, [----] engagements


"@TheNextBigRush $SODI Defense manufacturer trading at a single digit PE on an earnings power basis Huge tailwinds/beneficiary of European defense spending growth Key components used in Ukraine war Next 3-4 quarters look to show nice YoY growth Skilled capital allocator at the helm"  
[X Link](https://x.com/TreyHenninger/status/1790417671772577894)  2024-05-14T16:23Z 10.1K followers, [---] engagements


"@StocksnWeights $SODI is my largest holding and only publicly disclosed position"  
[X Link](https://x.com/TreyHenninger/status/1869823148151189655)  2024-12-19T19:12Z 10.1K followers, [---] engagements


"@BlkDiamondCap I haven't sold a share and it remains my largest position. I could say more but actions speak louder than words I'd say"  
[X Link](https://x.com/TreyHenninger/status/1906874620700946561)  2025-04-01T01:01Z 10.1K followers, [---] engagements


"@MoS_Investing $AUUAF Canadian"  
[X Link](https://x.com/TreyHenninger/status/2015552310143787135)  2026-01-25T22:28Z 10.1K followers, [---] engagements


"@SFarringtonBKC @NestBetter What do you like about $TWI"  
[X Link](https://x.com/TreyHenninger/status/2015605594607026266)  2026-01-26T01:59Z 10.1K followers, [---] engagements


"@dirtcheapbanks My biggest Issue is that most small banks appear to be cheap but lack meaningful growth rates. I love small banks but cheap is not enough for me"  
[X Link](https://x.com/TreyHenninger/status/2017619799145095591)  2026-01-31T15:23Z 10.1K followers, [---] engagements


"The ideal stock: [--]. Pays a 2-4% dividend [--]. Earns a profit every year [--]. Grows earnings every year [--]. EPS and Dividend growth rate exceed 10% per annum average over holding period [--]. Requires maintenance due diligence of only [--] press releases a year. (Once per earnings report)"  
[X Link](https://x.com/anyuser/status/2017723574157549835)  2026-01-31T22:16Z 10.1K followers, [----] engagements


"Obviously not in all scenarios. I mean I could easily give an alternative: Buy what I said in OP or buy a stock that will 10x the day after I buy it Well Ill take the second one even with no dividend. Ultimately while theory supports your assertion I have found that reality investing over a decade suggests that it is exceedingly rare for a company to truly be reinvesting everything AND ROE is high enough to justify it instead of just investing for investing sake. Instead growth opportunities are often limited. Growing faster than 10-15% is hard. But lets say you find a 15% grower. In one case"  
[X Link](https://x.com/TreyHenninger/status/2017731298962407814)  2026-01-31T22:46Z 10.1K followers, [---] engagements


"@FluentInQuality I dont own a single stock over $300M in market cap"  
[X Link](https://x.com/TreyHenninger/status/2017736310732017946)  2026-01-31T23:06Z 10.1K followers, [--] engagements


"@bigpoppastonk @HatedMoats I believe price to earnings (however defined) works for all businesses"  
[X Link](https://x.com/TreyHenninger/status/2018074435526279330)  2026-02-01T21:30Z 10.1K followers, [--] engagements


"@4drant Ill take 5x for 15% growth. Please and thank you"  
[X Link](https://x.com/TreyHenninger/status/2018091684483997776)  2026-02-01T22:38Z 10.1K followers, [---] engagements


"@bigpoppastonk @HatedMoats Well thats why I said however defined. Choose your preferred measure of earnings. Earnings always matter even for serial acquisition companies. If not Why invest at all. Earnings are the source of all investment returns"  
[X Link](https://x.com/TreyHenninger/status/2018093191874924830)  2026-02-01T22:44Z 10.1K followers, [--] engagements


"@bigpoppastonk @HatedMoats Even on a FCF basis I am pretty sure CSU isnt below 10x FCF. Its not cheap. We can argue about fair valued undervalued or overvalued But its not obviously cheap. If complicated accounting analysis is required to determine valuation it makes severe drops a higher risk"  
[X Link](https://x.com/TreyHenninger/status/2018093878159581389)  2026-02-01T22:47Z 10.1K followers, [--] engagements


"@ICBarrett That's true. At the end of the day investors are individuals with individual temperaments individual portfolios and a need for individual decision making. Find what works for you"  
[X Link](https://x.com/TreyHenninger/status/2018353012700287157)  2026-02-02T15:57Z 10.1K followers, [--] engagements


"An attractive feature of dividend growth investing: I never have to think about when to SELL. The dividends allow me to simply own forever"  
[X Link](https://x.com/anyuser/status/2018455294011924819)  2026-02-02T22:43Z 10.1K followers, [----] engagements


"I think $CSU.TO is a good example of how price matters to establish a margin of safety in your investments. This remains true even for growth investors. If you're a growth investor and your stock declines by 50% it is a big problem if the first reaction that value investors have is "Why is this company so expensive" It doesn't matter how fast a company has grown in the past or what a 10-yr median multiple is for your stock. If growth falters or fear of obsolete products rises the stock can drop. Often growth investors have a backstop by value investors willing to buy beaten down compounders"  
[X Link](https://x.com/anyuser/status/2018747456595562714)  2026-02-03T18:04Z 10.1K followers, [----] engagements


"My new biggest worry as an investor is how would I reinvest my capital if suddenly over half my portfolio turns to cash unexpectedly"  
[X Link](https://x.com/anyuser/status/2018899398650929200)  2026-02-04T04:08Z 10.1K followers, [----] engagements


"@yenoms Buybacks are very difficult for such an illiquid stock as this. There are legal limits on how much they're allowed to buyback when the shares don't trade much in the open market"  
[X Link](https://x.com/TreyHenninger/status/2019123931794616326)  2026-02-04T19:00Z 10.1K followers, [--] engagements


"@yenoms How many of your investments offer a dividend yield of 13% or higher"  
[X Link](https://x.com/TreyHenninger/status/2019136386671211016)  2026-02-04T19:50Z 10.1K followers, [--] engagements


"New episode: 🎙 Interview with @eriksen_tim Microcap Investing $BVERS $WCRS $PIOE $BWEL Webpage: YouTube: Apple 🎙 Spotify: Your [--] minute preview: https://open.spotify.com/episode/7IXkW5PxesVdrpY3R7ta67 https://podcasts.apple.com/us/podcast/50-tim-eriksen-interview-microcap-investing-%24bvers/id1273404123i=1000457071110 https://youtu.be/H7d-MjvpMxk https://www.diyinvesting.org/tim-eriksen-interview-episode50/ https://open.spotify.com/episode/7IXkW5PxesVdrpY3R7ta67 https://podcasts.apple.com/us/podcast/50-tim-eriksen-interview-microcap-investing-%24bvers/id1273404123i=1000457071110"  
[X Link](https://x.com/TreyHenninger/status/1196392371799375872)  2019-11-18T11:39Z 10.1K followers, [--] engagements


"@sjoerds78 @FocusedCompound Yes I do. I found $PLWN earnings online but their earnings aren't really the most important thing. I mentioned that on the podcast. The performance of the non-profit entity can really be a distraction from the underlying investment"  
[X Link](https://x.com/TreyHenninger/status/1220780178445606914)  2020-01-24T18:47Z 10.1K followers, [--] engagements


"@rsosa8 @ValueStockGeek Obviously I agree on the undervalued part. Im convinced part of the reason liquidity is so low in dark stocks is because the discount to fair value is so large that no one wants to sell. I own a company at a PE of [--] that should be at 16+. I wouldnt offer shares either"  
[X Link](https://x.com/TreyHenninger/status/1237537734731812864)  2020-03-11T00:36Z 10.1K followers, [--] engagements


"@LAForeverHall Whats your favorite sub $50m market cap company besides $PLWN and why"  
[X Link](https://x.com/TreyHenninger/status/1251952768157454337)  2020-04-19T19:16Z 10.1K followers, [--] engagements


"How NOT to start a hedge fund: [--]. Claim a fake [---] employee LLC [--]. Defraud the PPP program for $13 million in forgivable loans [--]. Use same LLC for two applications [--]. LLC name doesnt sound like a biz [--]. Document an investment strategy for stolen money https://www.justice.gov/opa/pr/engineer-charged-texas-covid-relief-fraud https://www.justice.gov/opa/pr/engineer-charged-texas-covid-relief-fraud"  
[X Link](https://x.com/TreyHenninger/status/1261469232749056000)  2020-05-16T01:31Z 10.1K followers, [--] engagements


"The time I was interviewed on the @FocusedCompound podcast and we discussed some stock ideas: $NFPC $PLWN $ETM https://podcasts.apple.com/us/podcast/focused-compounding/id1352422076i=1000463543666 https://podcasts.apple.com/us/podcast/focused-compounding/id1352422076i=1000463543666"  
[X Link](https://x.com/TreyHenninger/status/1272518657592131587)  2020-06-15T13:17Z 10.1K followers, [--] engagements


"@vetleforsland Tough one. BRK has less upside but also less downside. Am i already rich $BRK Do I need a chance at a home run from here $FAAMG. If I could sell in the interim itd be BRK. Without that may lean the other way"  
[X Link](https://x.com/TreyHenninger/status/1284868276569419777)  2020-07-19T15:10Z 10.1K followers, [--] engagements


"When one of my illiquid MicroCaps has 225x its daily volume transact on a downtick"  
[X Link](https://x.com/TreyHenninger/status/1300447929266835457)  2020-08-31T14:58Z 10.1K followers, [--] engagements


"@rubiconcapital_ @MicroCapClub I pitched Pipestone Energy $BKBEF the first time and it is down 42% from that point. So if we go the #Resulting route we can say I was rightly rejected for pitching a bad stock"  
[X Link](https://x.com/TreyHenninger/status/1335291341337751553)  2020-12-05T18:33Z 10.1K followers, [--] engagements


"Having sold $GME at a huge loss at $5 per share its brutal seeing it at $27 today. The enduring lesson: Just Focus on the future. You cant change the past"  
[X Link](https://x.com/TreyHenninger/status/1349381884648837122)  2021-01-13T15:44Z 10.1K followers, [--] engagements


"How much is a net royalty acre worth in the Permian Basin (Trying to value a companys balance sheet) I welcome valuations by various oil prices as well"  
[X Link](https://x.com/TreyHenninger/status/1374137344274657280)  2021-03-22T23:14Z 10.1K followers, [--] engagements


"When the ask overwhelms the bid at lower and lower prices in an illiquid stock you own.10x avg volume"  
[X Link](https://x.com/TreyHenninger/status/1376555950694354947)  2021-03-29T15:24Z 10.1K followers, [--] engagements


"New Episode: Solitron Devices Stock Thesis $SODI In my latest podcast I cover Solitron's business quality valuation and future outlook. Listen online: YouTube: Apple Spotify: https://open.spotify.com/episode/0AMNnRLTuwfeeXdxIz6Lyjsi=XZn1mCaWRUOtQCYiVTiQFQ https://podcasts.apple.com/us/podcast/solitron-devices-stock-thesis-sodi/id1273404123i=1000516671573 https://youtu.be/pXiYtl1r0QE https://www.diyinvesting.org/solitron-devices-stock-thesis-episode114/ https://open.spotify.com/episode/0AMNnRLTuwfeeXdxIz6Lyjsi=XZn1mCaWRUOtQCYiVTiQFQ"  
[X Link](https://x.com/TreyHenninger/status/1381659479750610946)  2021-04-12T17:24Z 10.1K followers, [--] engagements


"These results are very surprising for me. This is not a normal distribution of followers. I would guess less than 5% of all investors could answer yes to this question. Which means the power of the internet has skewed my followers towards more illiquid investors"  
[X Link](https://x.com/TreyHenninger/status/1382491449728507907)  2021-04-15T00:30Z 10.1K followers, [--] engagements


"New 🎙 Episode: Learning from mistakes you narrowly avoid I discuss mCloud Technologies $MCLDF and what NOT to do as an investor. My website: YouTube: Spotify: Apple 🎙 https://podcasts.apple.com/us/podcast/116-learning-from-mistakes-you-narrowly-avoid-%24mcldf/id1273404123i=1000518758264 https://open.spotify.com/episode/1IslLc5AvP2Ze4cQSVKDTXsi=FkPdNHsbRWa0ikRYR5MYQg https://youtu.be/X9lBgEJfl50 https://www.diyinvesting.org/learning-from-mistakes-mcloud-episode116/ https://podcasts.apple.com/us/podcast/116-learning-from-mistakes-you-narrowly-avoid-%24mcldf/id1273404123i=1000518758264"  
[X Link](https://x.com/TreyHenninger/status/1387368252569948163)  2021-04-28T11:29Z 10.1K followers, [--] engagements


"Negative volatility in a [--] stock portfolio is no joke. Combine that with the daily moves of illiquid nanocaps"  
[X Link](https://x.com/TreyHenninger/status/1399765868498796557)  2021-06-01T16:32Z 10.1K followers, [--] engagements


"@AnalystEgg @theunemployeda1 One idea for a high-quality compounding asset is to buy land trusts like $PLWN I bought it yielding 8% before the [----] crash. During the crash it appreciated about 30-50% allowing me to rebalance into equities at the bottom"  
[X Link](https://x.com/TreyHenninger/status/1427447622722367489)  2021-08-17T01:50Z 10.1K followers, [--] engagements


"@ThomasBraziel @vanckzhu That has no effect on $PLWN payouts. The payouts are separate from the reserving"  
[X Link](https://x.com/TreyHenninger/status/1439557014150164480)  2021-09-19T11:48Z 10.1K followers, [--] engagements


"@ElementaryValue Me: Calling in my $PLWN buy orders after reading your write up"  
[X Link](https://x.com/TreyHenninger/status/1451863126358507520)  2021-10-23T10:48Z 10.1K followers, [--] engagements


"I only invest in a company when I have a massive edge. Some argue investing edge doesnt exist anymore if ever Yet they conveniently exclude the types of stocks I buy from the studies they use as evidence Illiquid Nanocap non-indexed no institutions. Find your edge"  
[X Link](https://x.com/TreyHenninger/status/1451978363527180292)  2021-10-23T18:26Z 10.1K followers, [--] engagements


"@dirtcheapstocks The friends we make here are hugely valuable. Would love to hear more on $PCHM"  
[X Link](https://x.com/TreyHenninger/status/1488287724813565957)  2022-01-31T23:06Z 10.1K followers, [--] engagements


"Albemarle Corporation stock $ALB appears completely un-investable based on current overvaluation. I discuss the details in this [--] minute video where I also outline why Albemarle fails to even make my watchlist due to quality concerns. https://youtu.be/ktfDamJCwdk https://youtu.be/ktfDamJCwdk"  
[X Link](https://x.com/TreyHenninger/status/1496111830342721539)  2022-02-22T13:17Z 10.1K followers, [--] engagements


"Alexandria Real Estate Equities stock REIT appears to be a legal Ponzi scheme that funds it's growth and dividends by issuing new shares of stock to new investors Without constant dilution $ARE couldn't afford to pay dividends / grow https://youtu.be/HtUqWeePOGE https://youtu.be/HtUqWeePOGE"  
[X Link](https://x.com/TreyHenninger/status/1496474696354877454)  2022-02-23T13:19Z 10.1K followers, [--] engagements


"Allegion plc manufacturers building products but appears unable to manufacturer much growth. $ALLE Despite some characteristics of a quality business the lack of growth reduces my optimism in future compounding. https://youtu.be/dNfCSgLSkgA https://youtu.be/dNfCSgLSkgA"  
[X Link](https://x.com/TreyHenninger/status/1498648517878992896)  2022-03-01T13:17Z 10.1K followers, [--] engagements


"American Tower REIT $AMT appears to be a high quality real estate investment vehicle. Focusing on a niche in communication towers they've grown steadily with a strong ROE for shareholders. Low ROIC is a concern but leverage helped. https://youtu.be/fmSOw5zAIIM https://youtu.be/fmSOw5zAIIM"  
[X Link](https://x.com/TreyHenninger/status/1506243563193085954)  2022-03-22T12:17Z 10.1K followers, [--] engagements


"ANSYS Inc stock $ANSS is a great business with a strong competitive advantage based on my analysis of the [--] year financial statements. In six minutes I break down the company's business and valuation. A lot to like besides value https://youtu.be/9al0pcWpPs0 https://youtu.be/9al0pcWpPs0"  
[X Link](https://x.com/TreyHenninger/status/1511317020717035530)  2022-04-05T12:17Z 10.1K followers, [--] engagements


"I consider Apple stock $AAPL to be the best highest quality business in history. As I work through every company in the S&P500 I have finally reached Apple. In this seven minute video I show you how the numbers lead my conclusion https://youtu.be/N6c_5yK69pQ https://youtu.be/N6c_5yK69pQ"  
[X Link](https://x.com/TreyHenninger/status/1513853716088213513)  2022-04-12T12:17Z 10.1K followers, [--] engagements


"Assurant Inc stock $AIZ appears attractively priced at a P/E of less than [--]. The company is also positioned in a relatively attractive industry and has shown recent business momentum. Further analysis is needed to determine the sustainability of growth https://youtu.be/7YUDtsou110 https://youtu.be/7YUDtsou110"  
[X Link](https://x.com/TreyHenninger/status/1522186880258920449)  2022-05-05T12:10Z 10.1K followers, [--] engagements


"Like most utility companies Atmos Energy Corporation $ATO is overvalued precisely because it operates in a regulated industry with capped returns. Low Returns high steady dilution low growth. Check it out in this [--] min video https://youtu.be/MW3wxGqRSf8 https://youtu.be/MW3wxGqRSf8"  
[X Link](https://x.com/TreyHenninger/status/1523637179788017664)  2022-05-09T12:13Z 10.2K followers, [--] engagements


"American Express Ticker: $AXP Credit card processing and loans is a strong business and that shows in the financials. Part of [--] company Oligopoly ( $V $MA $DFS ) Strong moat Promising future [--] min Video Screenshare: https://youtu.be/M1A5k_6PKdU https://youtu.be/M1A5k_6PKdU"  
[X Link](https://x.com/TreyHenninger/status/1526944583577481217)  2022-05-18T15:15Z 10.1K followers, [--] engagements


"American Tower Corp Ticker: $AMT The only REIT to hit my list. Strong double-digit growth ROE 15% Operate with significant leverage to drive shareholder returns leading to 15% annual compounding [--] min Video Screenshare: https://youtu.be/fmSOw5zAIIM https://youtu.be/fmSOw5zAIIM"  
[X Link](https://x.com/TreyHenninger/status/1526944586031157249)  2022-05-18T15:15Z 10.1K followers, [--] engagements


"Restaurant Brands International stock $QSR was requested for a video review by one of my YouTube followers. In this [--] min overview I discuss valuation and business quality. High leverage really drives the returns for this biz. https://youtu.be/E0OIP5u1P2g https://youtu.be/E0OIP5u1P2g"  
[X Link](https://x.com/TreyHenninger/status/1531247334021025792)  2022-05-30T12:13Z 10.1K followers, [--] engagements


"$BR I must have a soft spot for Financial companies because Broadridge Financial Solutions easily makes it onto my watchlist. No losses in my review period. Double digit ROIC steady growth. Full video screen share review: https://youtu.be/4cJLj-fPpts https://youtu.be/4cJLj-fPpts"  
[X Link](https://x.com/TreyHenninger/status/1535235102996938754)  2022-06-10T12:19Z 10.1K followers, [--] engagements


"$CE Celanese Corporation stock has above average business quality metrics with a very cheap price. Further digging reveals a strong business but particularly strong COVID results. Video review: https://youtu.be/TEI0A8r0Frc https://youtu.be/TEI0A8r0Frc"  
[X Link](https://x.com/TreyHenninger/status/1545381966673059840)  2022-07-08T12:19Z 10.1K followers, [--] engagements


"$CNP CenterPoint Energy stock provides a critical example of how you can learn from the Inversion mental model. In this [--] minute video you'll learn how to spot a poor future stock performer. - Dilution - No Revenue Growth - Asset Growth - Ponzi Behavior https://youtu.be/DBntEU_JaWo https://youtu.be/DBntEU_JaWo"  
[X Link](https://x.com/TreyHenninger/status/1546831018790998020)  2022-07-12T12:17Z 10.1K followers, [--] engagements


"@ElementaryValue @alluvialcapital $SODI also has a very minimalist view on the income statement. Very few line items. I love it. Released yesterday:"  
[X Link](https://x.com/TreyHenninger/status/1548037554410098688)  2022-07-15T20:11Z 10.1K followers, [--] engagements


"$CINF Cincinnati Financial Corporation stock has almost all the makings of a stock that would make my watchlist: - Attractive valuation - [--] straight years of profits - Strong sustained growth + dividends Just missing 10% ROE Full video review: https://youtu.be/MiBE0R2jR08 https://youtu.be/MiBE0R2jR08"  
[X Link](https://x.com/TreyHenninger/status/1552992113893285888)  2022-07-29T12:19Z 10.1K followers, [--] engagements


"$CTAS Cintas Corporation was an immediate add to my watchlist after my First-Look video. ROE 20% Double digit EPS growth Buybacks dividends stable & Growing ROIC Learn the signs of a great business with Cintas Full video review: https://youtu.be/rKdN5ch2y0s https://youtu.be/rKdN5ch2y0s"  
[X Link](https://x.com/TreyHenninger/status/1554077773995589640)  2022-08-01T12:13Z 10.1K followers, [--] engagements


"$CTXS Citrix Systems is a great example of a high-quality software company that would deserve its high valuation IF and only IF it had high growth. 4% revenue growth doesn't meet the cut. Full video screen-share review: https://youtu.be/d6hP6J6oYII https://youtu.be/d6hP6J6oYII"  
[X Link](https://x.com/TreyHenninger/status/1555528831292817411)  2022-08-05T12:19Z 10.1K followers, [--] engagements


"$CMA Comerica stock is an average bank at an average price with above average capital allocation. - PE of [--] - Low growth - High recent ROE but low ROA across the decade Full video screen share review: https://youtu.be/jpoK7AsCOPI https://youtu.be/jpoK7AsCOPI"  
[X Link](https://x.com/TreyHenninger/status/1564224634161168384)  2022-08-29T12:13Z 10.1K followers, [--] engagements


"$CAG ConAgra Foods stock is an average company with below average growth trading at an above average price. This is a recipe for poor shareholder returns: - Dilution - Functional returns have only been dividends for [--] years Full screen-share review: https://youtu.be/28ACFFO7PCQ https://youtu.be/28ACFFO7PCQ"  
[X Link](https://x.com/TreyHenninger/status/1564950923960623111)  2022-08-31T12:19Z 10.1K followers, [--] engagements


"$ED Consolidated Edison stock is just a bad potential investment. - Low returns on capital (sub 5%) - Low growth (sub 1%) - High PE (23) - Dilution 1.5-2%/year Why do people own utility companies like this Full screen share video: https://youtu.be/u0nkH1hyFbM https://youtu.be/u0nkH1hyFbM"  
[X Link](https://x.com/TreyHenninger/status/1566761345814601733)  2022-09-05T12:13Z 10.1K followers, [--] engagements


"$GLW Corning Incorporated stock is an average company at an average price If that sounds appealing or you're a shareholder who wants to prove me wrong check out my video - PE of [--] - sub 10% ROE - Volatile returns - Periodic losses Screen-Share Review: https://youtu.be/OGYhZ6A07YA https://youtu.be/OGYhZ6A07YA"  
[X Link](https://x.com/TreyHenninger/status/1569298066213146624)  2022-09-12T12:13Z 10.1K followers, [--] engagements


"$CSX Corporation stock is a railroad company with a great moat and great recent business results. However 1/3rd of recent performance was driven by: - [----] Tax Cuts - Share Buybacks Steady state returns 3-4% growth Full video screen-share review: https://youtu.be/qq1pB-2_K2Y https://youtu.be/qq1pB-2_K2Y"  
[X Link](https://x.com/TreyHenninger/status/1573285853392097280)  2022-09-23T12:19Z 10.1K followers, [--] engagements


"$DVA - DaVita Healthcare stock: Buybacks Galore + Cheap Price PE: [--] 10-yr EPS Growth = 13%+ Share Buyback Cannibal (50% decline in shares outstanding in [--] years) Critical Healthcare treatments Full video screen-share review: https://youtu.be/F48xv5bZtZ4 https://youtu.be/F48xv5bZtZ4"  
[X Link](https://x.com/TreyHenninger/status/1578359280293535747)  2022-10-07T12:19Z 10.1K followers, [--] engagements


"$DLR - Digital Realty Trust is a fast growing REIT focused on an interesting niche in the data center business. Full video: https://youtu.be/gdFNi8d7f_c https://youtu.be/gdFNi8d7f_c"  
[X Link](https://x.com/TreyHenninger/status/1585283592233648128)  2022-10-26T14:53Z 10.1K followers, [--] engagements


"$DISH Network Stock is very cheap with a high ROE PE of [--] ROE of 27% If they survive the transition from TV to Sling their future performance could be very good. Full video screen-share review: https://youtu.be/Tp_Q3fnYsOs https://youtu.be/Tp_Q3fnYsOs"  
[X Link](https://x.com/TreyHenninger/status/1587781365310922754)  2022-11-02T12:19Z 10.1K followers, [--] engagements


"$DOV - Dover Corporation stock is a great opportunity for those seeking a high quality business at a reasonable price - PE of [--] - 20% ROE - 10% ROIC - Focus on buybacks / Dividends Good option if you seek 7% type returns Full video screen-share review: https://youtu.be/ECcBXCtfeTw https://youtu.be/ECcBXCtfeTw"  
[X Link](https://x.com/TreyHenninger/status/1592143632026329088)  2022-11-14T13:13Z 10.1K followers, [--] engagements


"$DXC - DXC Technology Stock is an IT Services company struggling with periodic declines in revenue. - Revenue declined [--] out of [--] years for the last decade - Good years are really good - Poor capital allocation history Full Video review: https://youtu.be/gQRoTvIJKrE https://youtu.be/gQRoTvIJKrE"  
[X Link](https://x.com/TreyHenninger/status/1596131384493367296)  2022-11-25T13:19Z 10.1K followers, [--] engagements


"$ECL - Ecolab stock is a high-quality durable company that needs more revenue growth to drive shareholder value - High ROIC - Stable and improving returns - Durable business: Hygiene and Cleaning Solutions Full video screen-share: https://youtu.be/u_yDZISgj3M https://youtu.be/u_yDZISgj3M"  
[X Link](https://x.com/TreyHenninger/status/1599753788272910337)  2022-12-05T13:13Z 10.1K followers, [--] engagements


"$EW - Edwards Lifesciences stock was an instant add to my watchlist - Strong 18% ROIC - 20%+ ROE without need for leverage - 20% CAGR of EPS (12%+ for Revenue) - Annual stock buybacks - Very low total liabilities Full video screen-share review: https://youtu.be/qdV85M-cjAg https://youtu.be/qdV85M-cjAg"  
[X Link](https://x.com/TreyHenninger/status/1601204820395819013)  2022-12-09T13:19Z 10.1K followers, [--] engagements


"$EQIX - Equinix stock - Video Review - Mid Teens Growth Rate - Real Estate Investment Trust - Powering the Digital Future - Very high price Full screen-share review: https://youtu.be/mlQJaQbacIM https://youtu.be/mlQJaQbacIM"  
[X Link](https://x.com/TreyHenninger/status/1606278253760610304)  2022-12-23T13:19Z 10.1K followers, [----] engagements


"$EQR - Equity Residential: Diversify your portfolio with Real Estate - High margins - [--] straight years of profits - Improving returns on capital Full video screen-share review: https://youtu.be/nh2F9rILpFo https://youtu.be/nh2F9rILpFo"  
[X Link](https://x.com/TreyHenninger/status/1607363910067175426)  2022-12-26T13:13Z 10.1K followers, [----] engagements


"$ES - Eversource Energy is a reliable distributor of cash flows and presumably utility service"  
[X Link](https://x.com/TreyHenninger/status/1611420394522611720)  2023-01-06T17:52Z 10.1K followers, [----] engagements


"$XOM - Exxon Mobil is one of the worlds' largest and most successful oil companies and known for its long history of paying a growing dividend"  
[X Link](https://x.com/TreyHenninger/status/1615771366300557314)  2023-01-18T18:01Z 10.1K followers, [----] engagements


"@MarxenPhilipp Im not sure I want to think of my holdings as loyalty programsits much more likely to look like this:"  
[X Link](https://x.com/TreyHenninger/status/1618802982346432514)  2023-01-27T02:48Z 10.1K followers, [--] engagements


"$FAST - Fastenal Company provides businesses around the world with the small consumable tools they need to get the job done"  
[X Link](https://x.com/TreyHenninger/status/1620119482587832321)  2023-01-30T17:59Z 10.1K followers, [----] engagements


"$FDX - FedEx stock offers the ability to invest in an oligopoly of US-based transportation companies"  
[X Link](https://x.com/TreyHenninger/status/1625192903852130304)  2023-02-13T17:59Z 10.1K followers, [--] engagements


"$FRC - First Republic Bank stock operates in one of the best areas of the bank industry: Private banking"  
[X Link](https://x.com/TreyHenninger/status/1627693131494789123)  2023-02-20T15:34Z 10.1K followers, [----] engagements


"$FMC - FMC Corporation stock provides crop protection chemicals for the agriculture industry"  
[X Link](https://x.com/TreyHenninger/status/1631678901553340416)  2023-03-03T15:32Z 10.1K followers, [----] engagements


"$F - Ford Motor Company stock is not built as tough as their trucks"  
[X Link](https://x.com/TreyHenninger/status/1632766572006703105)  2023-03-06T15:34Z 10.1K followers, [----] engagements


"$FTNT - Fortinet stock offers the perfect combination for a stock worthy of a watchlist: - High ROIC - High Growth - Operating Leverage"  
[X Link](https://x.com/TreyHenninger/status/1633491092883611654)  2023-03-08T15:33Z 10.1K followers, [----] engagements


"$BEN - Franklin Resources stock is an investment manager that offers a great case study on how to read red flags in an income statement"  
[X Link](https://x.com/TreyHenninger/status/1636737225663586312)  2023-03-17T14:32Z 10.1K followers, [----] engagements


"$GRMN - Garmin stock produces hardware/software to help you travel through life and *CASH* to guide your path to wealth. Quick addition to my watchlist"  
[X Link](https://x.com/TreyHenninger/status/1639273925363335168)  2023-03-24T14:32Z 10.1K followers, [----] engagements


"$GIS - General Mills allows investors to profit from selling branded breakfast foods like cereals"  
[X Link](https://x.com/TreyHenninger/status/1642898307365183489)  2023-04-03T14:34Z 10.1K followers, [----] engagements


"Historic day for humanity. One that won't be remembered but by a few but a sign of exciting days to come. It's not investing but the potential for multi-planetary space travel is very inspiring. Liftoff of Starship https://t.co/4t8mRP37Gp Liftoff of Starship https://t.co/4t8mRP37Gp"  
[X Link](https://x.com/TreyHenninger/status/1649052201497788417)  2023-04-20T14:07Z 10.1K followers, [----] engagements


"If only I could raise capital by pledging some stocks at par for a year. $HIFS hitting book value is temptingbut my cash is"  
[X Link](https://x.com/TreyHenninger/status/1649467308794847234)  2023-04-21T17:37Z 10.1K followers, [--] engagements


"$HBI - Hanesbrand stock: Watch as I peel back the layers on this clothing compounder"  
[X Link](https://x.com/TreyHenninger/status/1651957512374026244)  2023-04-28T14:32Z 10.1K followers, [----] engagements


"Like most stocks I have no opinion on $NVDA. AMA"  
[X Link](https://x.com/TreyHenninger/status/1661723110729457665)  2023-05-25T13:17Z [----] followers, [--] engagements


"$HSIC - Henry Schein stock is a dental equipment compounder. (P.S. Figured I'd try to start publishing my videos direct to Twitter as an alternative for my audience here. YouTube links will still be available down below.)"  
[X Link](https://x.com/TreyHenninger/status/1663202601809182721)  2023-05-29T15:16Z 10.1K followers, [----] engagements


"@DividendGrowth [--] years ago I was functionally broke while earning 0.01% interest from Bank of America. I no longer bank at Bank of America"  
[X Link](https://x.com/TreyHenninger/status/1666265458121535490)  2023-06-07T02:06Z [----] followers, [--] engagements


"July [----] Portfolio Update: Compound Annual Growth Rate = 24.3% (Jan [----] - June 2023) [---] years YTD [----] Performance = 14.3% Since Inception: [----] = -29.3% (vs -18.11%) (S&P500) [----] = +117.5% (vs +28.71%) [----] = +22.0% (vs +18.4%) AMA 👇"  
[X Link](https://x.com/TreyHenninger/status/1674876297011515395)  2023-06-30T20:23Z [----] followers, [----] engagements


"@djlowe Thats very difficult. Beating the market by 5%+ on a sustainable basis would make you a world class investor"  
[X Link](https://x.com/TreyHenninger/status/1678828075922997248)  2023-07-11T18:39Z [----] followers, [---] engagements


"@ValueStockGeek Im not convinced that [----] election result actually happened. Im pretty sure older generations are playing a prank on us. No way someone could win so many states"  
[X Link](https://x.com/TreyHenninger/status/1679085825244397572)  2023-07-12T11:11Z [----] followers, [---] engagements


"While I disagree with much of @dollarsanddata work on his conclusions this one is spot on. We should NOT expect mean reversion in multiples to historic averages. Stocks deserve higher multiples and lower returns than the past"  
[X Link](https://x.com/TreyHenninger/status/1682524100118364160)  2023-07-22T19:31Z [----] followers, [----] engagements

Limited data mode. Full metrics available with subscription: lunarcrush.com/pricing