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.

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


Writing about what I like right now - aka Semiconductors.
I write about semiconductors!