SRI

1. August 2026 1 entry
   Aug 19, 2026

   Substack · Blindspot Value

   Stoneridge (SRI) - deeply undervalued at a cyclical trough with a hidden growth engine

   A beaten up, micro-cap, cyclical auto parts supplier with almost no analyst coverage means a hidden growth driver that could be worth multiples of the current EV is being overlooked by the market.

   ▲ BullishSRI4,251 words

   Since publication −20.2% α −19.8 pp vs S&P 500 · USD

Prices as of the Oct 27, 2026 close. Past performance does not guarantee future results. Price-only, excluding dividends, in local currency. Data may be delayed or inaccurate. Not investment advice. How it is calculated.