Investor Letters

Investor Letters

Q2 2025 Investor Letter: Zoom Out—A View From the Edge of Transformation

Three emergent themes shaping the decade ahead: Chinese innovation, autonomous transport, and intelligent automation.

Q1 2025 Investor Letter: The Rise of Smart Machines

2024 Annual Letter: Investing Through the Next Industrial Revolution

In this letter, we explore five transformative trends we’re tracking in 2025 and beyond.

Q3 2024 Investor Letter – The Nightview Fund (NITE)

In this letter, we will present our view that autonomous transportation represents one of humanity’s most pivotal shifts in technological achievements.

Q2 2024 Investor Letter – The Nightview Fund (NITE)

In this quarterly overview, we will look at Amazon’s core business lines and where we see potential for outperformance.

Q1 2024 Investor Letter

Reviewing Tesla and the transformative potential of FSD software.

2023 Annual Letter

While 2023 produced improved results, we are continuing to optimize and modify our strategy for 2024 and beyond.

Q3 2023

Despite the positive performance this year, we’re still in a highly volatile, emotional, and reactionary market.

Q2 2023

Our strategies have performed positively in the first half of the year and there has been some reversal in both the portfolio and several of the issues pressing on the market in 2022.

Q1 2023

This year has started off with a familiar atmosphere. Macro news once again dominates the headlines, from the banking system beginning to show cracks—to persistent levels of inflation and tight labor markets.

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Our weekly newsletter written by Eric Markowitz, Nightview Capital’s Managing Partner.

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