Selected Reads

Smartkarma

Equity Bottom-Up

<p><em>Doug O’Laughlin, founder of fabricated knowledge, returns to the podcast to discuss his thesis on SiTime (SITM). Doug's SITM write up: https://www.fabricatedknowledge.com/p/its-high-time-to-look-at-sitimeDoug's first pod appearance: https://yetanothervalueblog.substack.com/p/doug-from-fabricated-knowledge-onChapters0:00 Intro2:45 SITM overview7:50 What is the market missing at SITM?12:45 Near term numbers and does management have a handle on the business?18:05 MEMS versus Quartz market size and</em>…</p>

Japan

MegaChips Corporation manufactures and markets Large-Scale-Integration (LSI) circuits and digital monitoring systems.  The Company's products are used in video games and other electronics.

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