It used to be that a chip engineer would design an integrated circuit by hand drawing a few dozen pages of schematics using standard templates, the resulting patterns X-ACTO knifed out of plastic film. But with transistor density doubling every 18 months, this manual process couldn’t scale and was eventually replaced with a technology called […]
Tag Archives: EDA
[KNSL] Kinsale
[KNSL] Kinsale is built for speed
January 26, 2026
One way to carve up the investment universe is between standardized products, like index funds, [...]
Continue reading →[WSO] Watsco
thoughts on Watsco
January 16, 2026
While investors continue to be enthralled by AI and all things Tech, I can’t help [...]
Continue reading →SAMPLE POSTS
scuttleblurb business update (2025)
January 8, 2026
I’m sure you’re sick of these annual newsletter recaps by now, so I’ll keep mine [...]
Continue reading →[ODFL] Old Dominion [SAIA] Saia [XPO] XPO
[ODFL, SAIA, XPO] the LTL carriers are going to be ok
January 5, 2026
If I were to tell you about a company whose main job is to move [...]
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Continue reading →[AVTR] Avantor
[AVTR] a poor man’s Thermo Fisher
December 22, 2025
Avantor is like Thermo Fisher in some respects. It distributes lab products and sells bioprocessing [...]
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