Summary
I was formerly employed at a Texas firm called Bowie Capital (https://www.bowiecapital.com/), where I started out of college. There I focused on compounders and quality-focused investing and had an incredible experience that let me grow as an investor. I owe a lot to my mentor and former boss, Cory Whitaker.
From there, I became interested in semiconductors, specifically the changing story of the end of Moore’s law and what that means for semiconductor stocks. I started Fabricated Knowledge as a project to further pursue that; the rest is history.
Areas of Expertise
Primary Asset Class:
Equities
Geography:
North America
Countries:
(generalist)
Sectors:
Information Technology, Consumer Discretionary
Content Verticals:
Thematic (Sector/Industry), Equity Bottom-Up
Work Experience:
- Fabricated Knowledge - Founder
- Bowie Capital Management - Investment Analyst