Three emergent themes shaping the decade ahead: Chinese innovation, autonomous transport, and intelligent automation.| Nightview Capital | Fundamental equity investors
Humans were made to hunt.| Nightview Capital | Fundamental equity investors
“Adopt the pace of nature: her secret is patience.” — Ralph Waldo Emerson| Nightview Capital | Fundamental equity investors
"The quest for certainty blocks the search for meaning." —Erich Fromm| Nightview Capital | Fundamental equity investors
Authors:| Nightview Capital | Fundamental equity investors
Welcome to The Nightcrawler—a weekly collection of essays and interviews about technology, science, investing, and the art of long-term thinking. Written| Nightview Capital | Fundamental equity investors
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, Managing Partner of Nightview Capital and the firm’s Director of Research. Follow him on X. Subscribe here. In this evening’s email… Quote of the week: “The ability to learn faster than your competitors may be …| Nightview Capital | Fundamental equity investors
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, Managing Partner of Nightview Capital and the firm’s Director of Research. Follow him on X. Subscribe here. Special Note: I’m hosting a small meetup for Nightcrawler readers in Omaha next Friday, May 2nd at 4pm. If you’ll …| Nightview Capital | Fundamental equity investors
"To be uncertain is to be uncomfortable, but to be certain is to be ridiculous." — (I'm uncertain of the origin of this quote.)| Nightview Capital | Fundamental equity investors
In October 1987, I was thirty years old and working as a CPA with a roster of accounting clients. In the weeks leading up to what would become one of the most dramatic single-day market crashes in history—Black Monday—I remember telling many of those clients to move to cash. I thought I was being prudent. …| Nightview Capital | Fundamental equity investors