๐ฃ๏ธ Investor Talk #29: Jordy Beuving
Equity Research Analyst - De Aandeelhouder
Welcome to Investor Talk โ where we interview successful investors to uncover their journeys, strategies, and the lessons they've learned. Get inspired by real stories and gain valuable insights to sharpen your own investment approach.
Every interview follows the same set of sharp, insightful questions โ such as โWhat is your investment strategy?โ, โWhat are your highest conviction stocks?โ, and โWhatโs the biggest investment mistake youโve made?โ
In this edition, we have the pleasure of interviewing:
Name: Jordy Beuving @BeuvingJordy
Age: 28
Residence/Country: Netherlands
Invests since: 2017
๐๐ป๐๐ฟ๐ผ๐ฑ๐๐ฐ๐๐ถ๐ผ๐ป
When I was a student I became interested in financial markets. Back then I decided to join the investment club of my university where we analyzed companies, actively managed a portfolio and regularly discussed market movements. I got hooked pretty quickly.
Combined with my interest in geopolitics and global affairs I started to understand better whatโs moving the world around. During that time I started to actively follow financial markets on a daily basis. It all happened kind of naturally and I realized that it would be a smart choice to continue down this path - so thatโs what I did.
After obtaining my law degree I joined De Aandeelhouder @DeAandeelhouder where we provide investors with analysis and information about the stock market in multiple ways. Iโm mostly covering technology stocks on our platform and semiconductor stocks such as ASML $ASML and NVIDIA $NVDA in particular.
We are known for our weekly podcast about the stock market which my valued colleague Nico Inberg @nicoinberg has been hosting for over 2 years now and has almost 10K viewers every week.
๐ช๐ต๐ฎ๐ ๐ถ๐ ๐๐ผ๐๐ฟ ๐ถ๐ป๐๐ฒ๐๐๐บ๐ฒ๐ป๐ ๐๐๐ฟ๐ฎ๐๐ฒ๐ด๐?
Finding companies with great potential and buy them at a reasonable price.
๐๐ผ๐ ๐บ๐ฎ๐ป๐ ๐๐๐ผ๐ฐ๐ธ๐ ๐ฎ๐ฟ๐ฒ ๐ฐ๐๐ฟ๐ฟ๐ฒ๐ป๐๐น๐ ๐ต๐ฒ๐น๐ฑ ๐ถ๐ป ๐๐ผ๐๐ฟ ๐ฝ๐ผ๐ฟ๐๐ณ๐ผ๐น๐ถ๐ผ?
It fluctuates, but usually between 15-25.
๐ช๐ต๐ถ๐ฐ๐ต ๐๐ฒ๐ฐ๐๐ผ๐ฟ๐ ๐ฑ๐ผ ๐๐ผ๐ ๐บ๐ฎ๐ถ๐ป๐น๐ ๐ณ๐ผ๐ฐ๐๐ ๐ผ๐ป?
Primarily the semiconductor industry. I am most actively following semiconductor stocks such as:
$ASML - ASML
$NVDA - NVIDIA
$INTC - Intel
$TSM - TSMC
$ASMI - ASM International
$BESI - BE Semiconductor Industries
Since Iโm passionate and knowledgeable about both technology and geopolitics itโs really a perfect fit for me. Itโs a highly technical and complex industry, but I think that makes it fun and challenging. Following this sector as a whole makes it easier to connect the dots between different companies and therefore Iโm able to make better judgments on investing in this industry as well. I feel like I can have an edge over others who are maybe not as informed or up-to-date about the most recent developments in this fascinating industry.
Besides the semiconductor space I like to look at software companies such as Adobe $ADBE, Crowdstrike $CRWD and Datadog $DDOG as well.
๐ช๐ต๐ฎ๐ ๐ฎ๐ฟ๐ฒ ๐๐ผ๐๐ฟ ๐ต๐ถ๐ด๐ต๐ฒ๐๐ ๐ฐ๐ผ๐ป๐๐ถ๐ฐ๐๐ถ๐ผ๐ป ๐๐๐ผ๐ฐ๐ธ๐?
$BESI - BE Semiconductor Industries
$ASM - ASM International
$NVDA - NVIDIA
๐ช๐ต๐ถ๐ฐ๐ต ๐๐๐ผ๐ฐ๐ธ ๐ต๐ฎ๐ ๐๐ต๐ฒ ๐ต๐ถ๐ด๐ต๐ฒ๐๐ ๐ฟ๐ฒ๐๐๐ฟ๐ป?
The stock with the highest return for me is ASML $ASML.
๐ช๐ต๐ฎ๐ ๐ถ๐ ๐๐ต๐ฒ ๐ฏ๐ถ๐ด๐ด๐ฒ๐๐ ๐ถ๐ป๐๐ฒ๐๐๐บ๐ฒ๐ป๐ ๐บ๐ถ๐๐๐ฎ๐ธ๐ฒ ๐๐ผ๐ ๐ต๐ฎ๐๐ฒ ๐บ๐ฎ๐ฑ๐ฒ? My biggest mistake is not knowing enough about a company but still buying the stock.
๐ ๐ ๐ณ๐ฎ๐๐ผ๐ฟ๐ถ๐๐ฒ๐
Favorite books: Chip War by Chris Miller
Favorite podcast: De Aandeelhouder Podcast, of course! @deaandeelhouder
Favorite quote: "Itโs not whether youโre right or wrong thatโs important, but how much money you make when youโre right and how much you lose when youโre wrong." - Stanley Druckenmiller
Favorite FinX account: My personal favorites for (semi)stocks are definitely @EricJhonsa, @dnystedt, @pstAsiatech, @IanCutress, @lithos_graphein and @techfund1 - all due to their knowledge and high quality content.
๐ช๐ต๐ฒ๐ฟ๐ฒ ๐ฐ๐ฎ๐ป ๐๐ฒ ๐ณ๐ถ๐ป๐ฑ ๐บ๐ผ๐ฟ๐ฒ ๐ถ๐ป๐ณ๐ผ ๐ฎ๐ฏ๐ผ๐๐ ๐๐ผ๐?
Make sure to follow me on X: @BeuvingJordy - especially if you want to stay up to date on semiconductor stocks. I post frequently and share interesting insights.
Feel free to connect with me on LinkedIn as well: https://nl.linkedin.com/in/jordy-beuving-8277aa129โฆ
You can also check out my profile at @deaandeelhouder website for written content: https://deaandeelhouder.nl/author/jordy_beuving/โฆ
Our YouTube channel can be found here: https://youtube.com/channel/UCDGMndT_QiN-NAqnNSnUSuQ
Disclaimer:
The information and opinions provided in this article are for informational and educational purposes only and should not be considered as investment advice or a recommendation to buy, sell, or hold any financial product, security, or asset. The Future Investors does not provide personalized investment advice and is not a licensed financial advisor. Always do your own research before making any investment decisions and consult with a qualified financial professional before making any investment decisions. Please consult the general disclaimer for more details.