Disclaimer: This newsletter is not investment advice.
This newsletter lets you get plain English explainers of semiconductor companies and what they do from an investment focus. I want to help save you time on semiconductor research and teach you something along the way.
I think the best way I can introduce myself is through my work. Check out some of the best of the backlog, particularly some of the longer-term primers.
I think my favorite posts are the primer series I am trying to write.
Or, if you’re more of a fan of history, I have a decade-by-decade history review of the semiconductor industry.
Lessons from History: The 1980s
Learn about the rise and fall of Japanese semiconductors
Lessons from History: The 1990s
Learn about the great Korean memory boom (and bust) of 1997
In terms of pure company ideas, here are a few of my better pieces.
My recent writeup about SiTIme on October 8th, 2022
Or the time I talked about Nvidia’s potential crypto crash in May 2022, a few months before they would eventually guide down 40% QoQ. I got a shout-out from Ben Thompson of Stratechery on that!
Or the time I wrote about how Soitec got nationalized. This was one of my best governance pieces.
My legendary Inphi post, which got bought out just a week later
Lastly, some of my all-time greats.
Regardless - I think you’ll have fun reading anything in my backlog. In addition, I have a lot of earnings coverage that helps most investment practitioners keep ahead of the news. Thank you for coming on this journey with me.
Who Am I?
Hey! I’m Doug. I was formerly employed at a Texas firm called Bowie Capital, where I started out of college. There I focused on compounders and quality-focused investing and had an incredible experience that let me grow as an investor. I owe a lot to my mentor and former boss, Cory Whitaker.
From there, I became interested in semiconductors, specifically the changing story of the end of Moore’s law and what that means for semiconductor stocks. I started Fabricated Knowledge as a project to further pursue that; the rest is history.