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	Podcast:		Yet Another Value Podcast
	Episode:		Doug from Fabricated Knowledge on $SITM
	Category:		Business
	Duration:		01:14:14
	Publish Date:		2022-10-10 12:00:00
	Description:		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-sitime Doug's first pod appearance: https://yetanothervalueblog.substack.com/p/doug-from-fabricated-knowledge-on Chapters 0:00 Intro 2:45 SITM overview 7:50 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 growth 24:20 SITM's MEMS market share 27:00 Risk of insourcing MEMS 31:45 How did SITM "win" MEMS? 35:20 Apple and customer concentration 41:00 More on MEMS versus Quartz 43:40 Apple's "all-in" on MEMS 52:45 Why isn't MEMS taking share faster from Quartz? 1:00:30 SITM valuation 1:08:30 Capital allocation and insider buy
	Total Play:		0