Stoneridge Justifies Significant Upside Even After Soaring

2025-09-14 12:00:45 ET

One of the downsides of having a hyper-concentrated portfolio like I do is that it can lead to some missed opportunities. A great example of this can be seen by looking at Stoneridge ( SRI ), an automotive electronics supplier that I rated a ‘buy’ in early June of this year. In that article , I acknowledged that the company had experienced some weakness leading up to that point. However, shares were incredibly cheap and management was optimistic about meaningful growth over the next several years. This combination of factors led me to conclude that it offered enough upside to be attractive. Sure enough, that upside came. Since publishing the article, the stock has risen by 63.1%. That's massively higher than the 10.3% rise that the S&P 500 has seen over the same window of time....

Read the full article on Seeking Alpha

For further details see: