Doug from Fabricated Knowledge on the Semis industry and his RMBS thesis
Yet Another Value Podcast
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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