Doug from Fabricated Knowledge on the Semis industry and his RMBS thesis
Yet Another Value Podcast
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Semi Conductors
Generalists tend to get really built up on semi conductors at the heights of the cycle, where they say, this is non and grow forever. But if you look at a free casual conversion, they do not make that kind of free casual conversions,. earnings to free cash los about 50 %. The other part is, obviosly, the volatility. And over, i want to say both the two thousands and the two thousand tens is one of the best o performing industries within an aztec. It now performs an aztec over a long period of time.
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