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Subscribe to The Nightcrawler, a weekly collection of thought-provoking articles and analysis on technology, innovation, and long-term investing. The Nightcrawler is published every Friday evening by Eric Markowitz, Nightview Capital’s Director of Research.

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    Articles: Thoughts from our team and beyond.

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    What Investigative Journalism Taught Me About Investing
    Fact-checking is essential. Detective work is table stakes. Skepticism ensures survival. My favorite journalism credo is this: “If your mother says she loves you, check it out.”
    Mar 7 2024 Eric Markowitz
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    How AI could fuel hyperscaler profits for a decade (or more)
    A combination of open software tools, a renaissance in chip design, and overall data center optimization will lower the cost structure of hyperscalers, improving profitability over time.
    Feb 28 2024 Cameron Tierney
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    How to Generate Good Ideas
    Idea generation, in the investment business, has always been something of a dark art. Some managers prefer stringent quantitative screens to generate ideas. Others keep a narrow band of expertise and choose only to invest in particular niches. Then there are the generalists, who simply hunt in open territory for the best ideas. Each specialization requires specific frameworks to be successful, but the point is this: idea generation has always been—and will always be—part art, and part science.
    Feb 15 2024 Eric Markowitz
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    Q&A with Arne Alsin and Eric Markowitz – September 2022
    “For those of you who know me well, you know that this work—investment research— is all I do. I probably spend 60, maybe 80 hours a week purely on research. Gave up golf about a decade ago. No more meetings. I’ve devoted myself to this enterprise. And I love it.”
    Sep 15 2022 The Nightview Team
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    The Pitfalls of Reasoning by Analogy…And The 5 Traits of A Successful Investor
    The Pitfalls of Reasoning by Analogy…And The 5 Traits of A Successful Investor
    May 2 2022 The Nightview Team
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    Energy 2.0
    How virtual power plants (VPPs) and software are creating new, renewable, and disruptive opportunities for long-term investors.
    Apr 5 2021 The Nightview Team
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    Q&A with Tony Seba
    “We are on the cusp of the fastest, deepest, most profound disruption of the energy sector in over a century.”
    Dec 1 2020 The Nightview Team
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    Q&A with Arne Alsin and Philip Bland
    “And one thing that gets us really excited about the future, it's not just the opportunity set—it’s that we think we’re really early. And we think lots of investors will begin to see the world how we do, it’s just a matter of time”
    Nov 9 2020 The Nightview Team
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    Q&A with Arne Alsin and Eric Markowitz
    “So as an investor, just from a risk perspective, you want to think in terms ‘I want to own companies that are going to last, that have a long runway for growth and prosperity.’”
    Oct 2 2020 The Nightview Team
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    2020 Investor Outlook
    We are heading towards a carbon-free future. The renewable energy revolution is a multi-trillion dollar opportunity.
    Dec 24 2019 The Nightview Team
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      The opinions expressed herein are those of Nightview Capital and are subject to change without notice. The opinions referenced are as of the date of publication, may be modified due to changes in the market or economic conditions, and may not necessarily come to pass. Forward-looking statements cannot be guaranteed. Nightview Capital, LLC is an independent investment adviser registered under the Investment Advisers Act of 1940, as amended. Registration with the SEC does not imply a certain level of skill or training. More information about Nightview Capital, LLC including our investment strategies, fees and objectives, can be found in our Form ADV Part 2, which is available upon request.