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    The Nightcrawler: A collection of thought-provoking articles and analysis on technology, innovation, and long-term investing written and published weekly by Eric Markowitz, Nightview Capital's Director of Research.

    The Nightcrawler
    Embracing uncertainty; A technological renaissance; Investing and investigative reporting
    Welcome 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. Subscribe below. In this evening’s email…  Quote of the week: “Doubt is not a pleasant condition, but certainty is absurd.” Voltaire Embracing uncertainty as a competitive edge  In …
    Jul 26 2024 Eric Markowitz
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    The Nightcrawler
    Why I play the long game; The decade ahead for Amazon
    "Waiting helps you as an investor—and a lot of people just can't stand to wait." — Charlie Munger
    Jul 19 2024 Eric Markowitz
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    The Nightcrawler
    Could the disruptor become the savior?; The enduring value of persistence 
    Welcome 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. Subscribe below. In this evening’s email…  Quote of the week: “If you don’t read the newspaper, you’re uninformed. If you read the newspaper, you’re misinformed.” — Mark Twain …
    Jul 12 2024 Eric Markowitz
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    The Nightcrawler
    Time arbitrage—and the importance of compounding; The revenge of the stock picker
    Welcome 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. Subscribe below. In this evening’s email…  Quote of the week: “The problem with fiction, it has to be plausible. That’s not true with non-fiction.” ― Tom Wolfe  Time …
    Jul 5 2024 Eric Markowitz
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    The Nightcrawler
    The neuroscience of uncertainty; Long live the movie theater 
    Welcome 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. Subscribe below. ***Special note*** Dear all, As you may have seen earlier this week, we announced the conversion of our Long Only Growth Equity strategy to an ETF, called …
    Jun 28 2024 Eric Markowitz
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    The Nightcrawler
    From the archives: price vs. value; Physical realities of the clean energy revolution
    Welcome to The Nightcrawler, a weekly collection of thought-provoking articles and analysis on technology, innovation, and long-term investing. 
    Jun 21 2024 Eric Markowitz
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    The Nightcrawler
    Inside the Rolex origin story; Market concentration vs. diversification
    Welcome 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. Subscribe below. In this evening’s email…  Quote of the week: “Any fool can make a rule, and any fool will mind it.” — Henry David Thoreau  Inside the …
    Jun 14 2024 Eric Markowitz
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    The Nightcrawler
    How to focus on the signal; Is Google the “Apple of AI”?
    Welcome 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. Subscribe below. In this evening’s email…  Quote of the week: “A good rule to remember for life is that when it comes to plastic surgery and sushi, never …
    Jun 7 2024 Eric Markowitz
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    The Nightcrawler
    Mastery as a lifelong journey; Good decisions are enabled by multidisciplinary thinking 
    “The caterpillar does all the work, but the butterfly gets all the publicity.” ― George Carlin
    May 31 2024 Eric Markowitz
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    The Nightcrawler
    Intellectual compounding over a lifetime; Luck vs. skill in investing
    Welcome 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. Subscribe below. In this evening’s email…  Quote of the week: “I would rather have questions that can’t be answered than answers that can’t be questioned.” ― Richard Feynman …
    May 24 2024 Eric Markowitz
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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.

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