About Moore Morris
Nomad Semi is a newsletter dedicated to the dynamic and ever-evolving world of semiconductors. With over a decade of experience in the investment industry, I’ve spent my career exploring the intersection of technology and markets globally.
Who Am I?
In 2014, I was a hedge fund analyst searching for high-quality companies with sustainable moats that could compound year after year. That’s when I came across TSMC. On the surface, it is capital-intensive and subjected to cyclical forces.