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Articles: Thoughts from our team and beyond.

Here’s a few ideas based on panels and conversations we experienced at CES.
By: Arne Alsin | CIO, Nightview Capital Imagine a baseball game. The stands are buzzing, and the crowd is arguing about the winner. But here’s the thing: the players haven’t even taken the field. In my view: that’s Tesla today. Some investors, I’ve seen, are already treating it like the ninth inning. They’re debating whether …
It’s precisely these moments of irrationality that create opportunity.
Most investors had an immediate, gut reaction to last week’s Tesla’s Robotaxi event, and I understand why. I was there—it was a spectacle.
(Hint: Look at Tesla and Google.)
There’s always something new to learn, and if you think you’ve mastered this game, you’re already behind.
In 2008, the British cycling team surprised the world and dominated their rivals at the Beijing Olympics: 14 medals in total. Eight gold. How did they achieve such a remarkable feat? It wasn’t groundbreaking technology. Nor was it an intense new training regimen. It was something much simpler: the aggregation of marginal gains.  Sign up …
This article was originally published on Big Think. In the early 1950s, Kutol faced a severe crisis. The market for its primary product, a wallpaper cleaner, was collapsing. Beginning in 1940 and accelerating into the early 1950s, natural gas was replacing coal as the primary heating source for homes. This resulted in cleaner air — and cleaner …
Going against the grain is often difficult — but necessary for outperformance over the long-term.
Rather than destroying the legacy auto business, Tesla just might be the savior of the very industry I expected it to dismantle.

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