Doug from Fabricated Knowledge on $SITM

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 growth24:20 SITM's MEMS market share27:00 Risk of insourcing MEMS31:45 How did SITM "win" MEMS?35:20 Apple and customer concentration41:00 More on MEMS versus Quartz43:40 Apple's "all-in" on MEMS52:45 Why isn't MEMS taking share faster from Quartz?1:00:30 SITM valuation1:08:30 Capital allocation and insider buy