In reality, having the patience to let specific investments play out over time is hard work.

As we look back on Q1 and the effect the coronavirus has had on the economy and stock market, I think it would be helpful to recap what we have seen developing for quite some time.

We closed out 2019 on a strong note, and that strength has continued into 2020.

While the stock quotes for several of our core businesses have been getting pushed around by the public markets, we view their long-term fundamentals as healthy and growing.

While it was a tough quarter on paper, we continue to like our positioning for the long-term and have made no major changes.

I’ve said it before, and I’ll say it again: I believe it’s a fantastic time be an investor.

While I’m happy with our performance in 2018, I believe there’s ample opportunity ahead—and I’m incredibly excited for the coming decade.

Both in life and in investing, it is often easier to be negative than to be positive.

The American satirist Mark Twain once quipped, “The reports of my death are greatly exaggerated.” I believe Tesla is in a similar situation.

If you’ll give me a few moments of your time, I’d like to share with you some insights and ideas about the market over the last few months and our strategy over the years to come. In short, these are exciting times for us at Nightview Capital—and the amazing part is that I feel like we’re just getting started.