Investor Letters

Investor Letters

2024 Annual Letter: Investing Through the Next Industrial Revolution

In this letter, we explore five transformative trends we’re tracking in 2025 and beyond.

Q3 2024 Investor Letter – The Nightview Fund (NITE)

In this letter, we will present our view that autonomous transportation represents one of humanity’s most pivotal shifts in technological achievements.

Q2 2024 Investor Letter – The Nightview Fund (NITE)

In this quarterly overview, we will look at Amazon’s core business lines and where we see potential for outperformance.

Q1 2024 Investor Letter

Reviewing Tesla and the transformative potential of FSD software.

2023 Annual Letter

While 2023 produced improved results, we are continuing to optimize and modify our strategy for 2024 and beyond.

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