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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#52: Brian Langis; Commentary on Warren Buffett's CNBC Interview and Letter
#51: 2018 Berkshire Hathaway Letter to Shareholders
#50: David Yarus — Founder of JSwipe & mllnnl
#49: Google; PayPal; How To Keep Large Companies Innovative; Competitive Moats; Interview with Scott Forgey
#48: Eric Schleien & Anthony Waldichuk discuss National Stockyards (NSYC)
#47: The Poor Man's Warren Buffett
#46: Southern Reality (SRLY)
#45: Avoca, LLC (AVOA)
#44: Ojai Oil Company (OJOC)
#43: Eric Schleien & Brian Langis discuss Investing in Cuba
#42: Queen City Investments (QUCT)
#41: Comments On The Recent Market Correction
#40: GCI Liberty
#39: John King, Netflix, Sears, Tribal Leadership
#38: Facebook
#37: Amazon
#36: Getting into the weeds on marijuana stocks (we aren't so high on them) + Update on BAM & TSLA
#35: Liberty Latin America
#34: Tokenized Real Estate Assets on the Blockchain
#33: Danielle Strachman; 1517 Fund
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