Doug from Fabricated Knowledge on the Semis industry and his RMBS thesis
Yet Another Value Podcast
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Introduction
Today's episode is sponsored by tegus. If you like this podcast, it would mean a lot if you could rate, subscribe, review it. i'm happy to have duga loghlin on the show. Dug is the founder of fabricated knowledge,. A semi conductor dedicated to writing news letters and research about companies. He explains why he thinks people should be paying more attention to semis.
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