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.
Learn about the rise and fall of Japanese semiconductors
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.