INSIGHTS

Dig deeper into how we think

Filter by collection

Articles: Thoughts from our team and beyond.

In 2008, the British cycling team surprised the world and dominated their rivals at the Beijing Olympics: 14 medals in total. Eight gold. How did they achieve such a remarkable feat? It wasn’t groundbreaking technology. Nor was it an intense new training regimen. It was something much simpler: the aggregation of marginal gains.  Sign up …
This article was originally published on Big Think. In the early 1950s, Kutol faced a severe crisis. The market for its primary product, a wallpaper cleaner, was collapsing. Beginning in 1940 and accelerating into the early 1950s, natural gas was replacing coal as the primary heating source for homes. This resulted in cleaner air — and cleaner …
Going against the grain is often difficult — but necessary for outperformance over the long-term.
Rather than destroying the legacy auto business, Tesla just might be the savior of the very industry I expected it to dismantle.
We’re pleased to announce that our previously private investment partnership, the Long Only Equity Growth Strategy, has transitioned into a more accessible format: an Exchange-Traded Fund (ETF) named The Nightview Fund. As of June 24, 2024, The Nightview Fund trades on the New York Stock Exchange under the ticker NITE. It is available on all …
We believe Exchange-Traded Funds (ETFs) are transforming the investment landscape. They offer a unique blend of the active management benefits of mutual funds, as well as the liquidity of individual stocks. But one of the most significant advantages ETFs have over mutual funds and private funds is their tax efficiency. Understanding the Basics Exchange-Traded Funds …
How to make smarter investment decisions in an age of endless information.
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.”
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.
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.

You are now leaving the Nightview Capital site and entering The Nightview Fund [ NITE ] site.

Enter your email address to download the Fact Sheet