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.
Help Out The Podcast
If you like The Intelligent Investing Podcast, please consider leaving a rating and review on Apple Podcasts. It takes less than 30 seconds to do and makes a huge difference! You can also join the Facebook page!
You can subscribe to the podcast on the following platforms:
Facebook | LinkedIn | Twitter | YouTube | GSCM | Instagram
Email: IntelligentInvesting@gmail.com
#114: Vince Annable; The Household Endowment Model
#113: Trey Henninger; Northfield Precision Instruments Corporation (NFPC); A Cheap Dark Stock
#112: Jim White; Opportunity Investing
#111: XLMedia PLC; Malcolm Ingalsbe and Ladislao Zichy
#110: IKONICS Corporation (IKNX); David Flood
#109: Video Display Corp (VIDE) | David Flood
#108: Micron Solutions (MICR); David Flood
#107: Calloway's Nursery (CLWY) | Jan Svenda
#106: Jeremy Raper; Endor AG
#105: Pinelawn Cemetery (PLWN); An OTC Dark Stock; Jan Svenda
#103: Altair (ATCD); Obscure Dark Company; Jan Svenda
#102: David Flood; TSR Inc (TSRI)
#101: Zach Schleien | Capital Allocation In Marketing | Quarantine Dating | Filter Off
#100: Coronavirus Investing Series, Part 12; Land Arbitrage; Jack Bosch
#99: Vulcan International (VULC); A Dark Company Liquidation Play; Jan Svenda
#98: Microwave Filter Co; David Flood
#97: David Flood; Koss Corporation (KOSS)
#96: Winston Justice
#95: Dr. Charles Schleien | COVID-19 | Healthcare Economics
#94: Coronavirus Investing Series, Part 11 | Alex Portelli | The Economics of Facemasks & COVID-19 Tests
Join Podbean Ads Marketplace and connect with engaged listeners.
Advertise Today
Create your
podcast in
minutes
It is Free
The emPOWERed Half Hour
U.S Property Podcast
Aligned Money Show
Dubai Property Podcast
The Ramsey Show
The Clark Howard Podcast