#166: Eric Schleien Discussing BE Semiconductor Industries NV (BESIY) w/ Jason Rivera

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).
Summary

Jason 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 Schleien

To 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 Rivera

To 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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