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Why subscribe?

Disclaimer: This newsletter is not investment advice.

This newsletter is a place where you can get plain English explainers of semiconductor companies and what they do from an investment focus. I want to help save you time on semiconductor research as well as teach you something along the way. Welcome!
What is the Future of this Newsletter?

I hope to write long-form primers, actionable research (such as my post on Inphi), and other interesting topics from an investment perspective focused on semiconductors. I may add additional interesting writeups that are not semiconductor focused under “everything else” but will remain focused on semiconductors for the foreseeable future.
Who Am I?

Hey! I’m Doug. I formerly was employed at a firm in Texas called Bowie Capital where I started out of college. There I focused on compounders, quality-focused investing, and had an incredible experience that let me grow as an investor. 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. 

Fabricated Knowledge

Hi, my name is [Jonah Lupton](https://twitter.com/jonahlupton)

I’m the Founder of [Lupton Capital](http://LuptonCapital.com) and author of [Jonah’s Growth Stocks](http://jonahlupton.substack.com).

I also run a private room on [Stocktwits](https://stocktwits.com/r/FindingtheGrowth/) where I share my daily portfolio activity, technical analysis, fundamental analysis and market commentary.

Feel free to connect with me on [Twitter](https://twitter.com/jonahlupton).

Regards,

Jonah Lupton

[@JonahLupton](https://twitter.com/jonahlupton)

Jonah’s Growth Stocks

### Welcome!

> Rate of Return is a publication where _anyone_ can find curated financial news, analysis and commentary to attack the investing day.

I’m [Austin Hankwitz](https://www.tiktok.com/@austinhankwitz?lang=en) \- I create personal finance and investing content empowering everyone to become an educated investor.

You might have seen me on [Bloomberg](https://www.bloomberg.com/news/articles/2021-09-17/social-media-influencers-income-advertising-wall-street-products), [CNBC](https://www.cnbc.com/video/2020/07/24/in-his-own-words-college-student-who-saw-opportunity-in-markets-march-wreckage.html), [Business Insider](https://www.businessinsider.com/one-tiktok-investing-influencer-shares-his-strategies-for-picking-stocks-2021-6?utm_medium=social&utm_source=linkedin.com&utm_campaign=sf-bi), or [The New York Times](https://www.nytimes.com/2021/04/28/your-money/stocks-investing-tiktok.html).

_Rate of Return_ has become a **2021 Substack Featured Publication** \- speaking volumes toward our publication’s quality, consistency, and value-add. In efforts to continue this trend of “adding value,” we launched the _Rate of Return_ [Podcast](https://anchor.fm/austin-hankwitz0).

### What to Expect:

I’m a big believer in “information is free” - so by simply dropping your email address, here is what you’ll receive in your inbox **for free** every week:

* The Investing Week Ahead - what’s moving the markets this week
    
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Consider **subscribing to receive the following** every week:

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