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Season 2, Episode 22, Transcribed: Time to Build a Position in Semiconductor Manufacturers?

Moderator 0:08
Welcome to the Contrarian Investor Podcast, we give voice to those who challenge a prevailing sentiment in global financial markets. This podcast is for informational purposes only. Nothing on this podcast should be taken as investment advice. Guests were not compensated for the appearance, nor did they supply payment in order to appear. Individuals on this podcast may hold positions in the securities that are discussed. Listeners are urged to educate themselves and make their own decisions. Now, here’s your host, Mr. Nathaniel E. Baker.

Nathaniel E. Baker 2:03
Siddarth Singhai of Ironhold Capital hedge fund here in New York. Thank you so much for joining the Contrarian Investor Podcast today. You’re here because you have a some views that are that are quite contrary, affecting a couple of different sectors of the market and of the economy. And these are two sectors here, auto manufacturing, and semiconductors that are cyclical. And if you’ve been paying any attention at all, to the economy, as we all know, the COVID crisis has kind of exacerbated and maybe accelerated the end of the business cycle, some would say to where a recession is effectively now, just just about a priced in, and the question very much becomes how we can get to grow again, In the future, and how long it will take before we attain any levels of growth that would positively affect these cyclical industries. Yeah. So from that perspective, it’s quite contrary. And I’m quite happy to have you on and talk a little bit about this. So let’s maybe start there and tell me why you like these particular industries.

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Season 2, Episode 22: Time to Build a Position in Semiconductor Manufacturers?

With Siddarth Singhai, Ironhold Capital

Siddarth Singhai of Ironhold Capital joins the podcast to discuss his views of semiconductor manufacturers and auto parts suppliers. He also shares his bullish views on industry sectors in his native India.

Content Segments:

  • Singhai’s look at the macro situation with COVID (3:27);
  • The cyclical nature of the semiconductor industry (5:59);
  • Long-term prospects are “fantastic,” and the macroeconomic environment should allow for the opportunity to build positions (8:06);
  • Electrical cars will provide a tailwind to auto manufacturers (10:40);
  • Background on the guest (13:52);
  • The most profitable industry in India (17:19);
  • Favorite ideas in semiconductor suppliers (27:04);
  • Favorite ideas in automotive suppliers (32:14).

More Information on the Guest:

  • Ironhold Capital is a value-based hedge fund in New York focused on leveraging both the Indian and U.S. markets. Its priority is to preserve capital, which is accomplished by buying high quality businesses with no leverage for cheap, followed by layers of risk management.
  • Website: IronholdCapital.com
  • YouTube Channel: Leaders in Business and Investing
  • Podcast: via Spotify and Apple Podcasts

Not intended as investment advice.

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