Why subscribe?

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.

In terms of pure company ideas, here are a few of my better pieces.

Performance vs. SOXX

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.

Subscribe to Fabricated Knowledge

Let's learn more about the world's most important manufactured product. Meaningful insight, timely analysis, and an occasional investment idea.


Doug O'Laughlin 

Writing about what I like right now - aka Semiconductors.


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