It's Eric Schleien back atcha with Episode #166 of The Intelligent Investing Podcast. Today I bring on Jason Rivera to discuss BE Semiconductor Industries NV (BESIY).
SummaryJason found the company when they were a $640 million dollar market cap company. Since then, the stock is up ~10x. Not a bad return! When Jason found them, they were a pick and shovel play in the semiconductor industry. The company builds testing kits. They also build plastic casings for the actual semiconductor pieces. They're a necessary business for the semiconductor industry. Jason believes you can expect that trend rapidly grow because of the internet of things and 5G.
Jason found the stock by going one by one through the OTC markets database. There's around 20,000 companies listed there.
More About Eric SchleienTo learn more about me, Eric Schleien, check out my personal website and business website. You can also reach out to me on Twitter, Instagram, and LinkedIn.
If you'd like to read my book, you can find it on Amazon. Reviews are appreciated!
Get In Touch With Jason RiveraTo learn more about Jason Rivera, check out his website: Value Investing Journey
New Podcast
Hey All! I’ve started a second show completely devoted to the field of Ontology which is another huge passion of mine. Please check out The Eric Schleien Podcast which is an ontological podcast where I break down distinctions of human consciousness as an access to enhancing performance. To learn more about Eric's work, check out his ontological coaching firm, Transformational Leadership Associates.
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#173: The Ultimate Value Investment - Robbie Kramer
#172: The New Model For Shareholder Activism; The BS Myth Around ”Soft Skills”; Measuring The Wrong Stuff
#171: Rebuttal To Some Trupanion Hate $TRUP; Discussing the Toxicity Of Twitter $TWTR
#170: Westell; A Ben Graham Net-Net; Evan Bleker
#169: Update On Solitron (SODI) - Trey Henninger
#168: Discussing Uber‘s Business Model - Vitaliy Katsenelson
#167: Quick Idea; Update On LAACO ($LAACZ); Possible Catalyst | Eric Schleien
#165: Eric Schleien Discussing The Ultimate Sin Stock w/ Jason Rivera; Altria (MO)
#164: An Undervalued Government Contractor Microcap Stock; WidePoint Corporation (WYY); Eric Schleien & Jason Rivera
#163: Eric Schleien Hosts Finance Podcast Week
#162: Discussing McCoy Global $MCB
#161: Discussing ADDvantage Technologies Group, Inc. (AEY)
#160: Discussing Dorian LPG trading below NAV - Braxton Gann
#159: Stealth Gas Trading Below NAV - Braxton Gann
#158: Discussing General Mills $GIS, Intel $INTC JM Smucker $SJM, Apple $AAPL - Jason Rivera
#157: Martin Marietta $MLM - Andrew Sather
#156: Analyzing Target Corporation $TGT - Andrew Sather
#155: $WFC / $BAC / $JPM; Analyzing Bank Stocks & The Banking Industry - Andrew Sather
#154: Pershing Square Tontine $PSTH - Andrew Walker
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