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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 …
Welcome to Nightpixels, a visual blog about investing, business, and technology. Nightpixels is published each week by Nightview Capital Research Analyst Cameron Tierney. Follow him here on X and Linkedin. Sign up to receive weekly Nightview Capital updates below. EV share of global miles driven was just 10% in 2022 Despite the rapid advancements in electric vehicle …
"Waiting helps you as an investor—and a lot of people just can't stand to wait." — Charlie Munger
Welcome to Nightpixels, a visual blog about investing, business, and technology. Nightpixels is published each week by Nightview Capital Research Analyst Cameron Tierney. Follow him here on X and Linkedin. Sign up to receive weekly Nightview Capital updates below. U.S. power utilities dramatically increased investment in solar over the last decade Over the last decade, U.S. power …
In this quarterly overview, we will look at Amazon’s core business lines and where we see potential for outperformance.
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 …
Rather than destroying the legacy auto business, Tesla just might be the savior of the very industry I expected it to dismantle.
Welcome to Nightpixels, a visual blog about investing, business, and technology. Nightpixels is published each week by Nightview Capital Research Analyst Cameron Tierney. Follow him here on X and Linkedin. Sign up to receive weekly Nightview Capital updates below. The Cost to Send Astronauts to Space Is Dropping Quickly As this chart illustrates, the cost to send …
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 …
Welcome to Nightpixels, a visual blog about investing, business, and technology.

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