Incremental Insights #50
A weekly collection of investing and business related content from around the web
MSCI: Indexing the World
How this little-known company became a financial gatekeeper controlling trillions in global capital flows.
GE Aerospace Part I: Powering the Future of Commercial Aviation
How a restructured GE dominates commercial aviation with high barriers to entry and sustainable growth.
Data and Defensibility
Why data is the new moat in a world with AI.
Michael Cembalest on Why AI is the Stock Market Bet of the Century
A wide ranging talk with Michael, the chair of the market and investment strategy for JP Morgan Asset Management, focusing on why AI is the biggest bet of the century. With a key lesson at the end about how asset prices always bottom before the data does.