Investor Letters - Nightview Capital | Fundamental equity investors

Investor Letters

Investor Letters

Investor Letters

Q1 2020

As we look back on Q1 and the effect the coronavirus has had on the economy and stock market, I think it would be helpful to recap what we have seen developing for quite some time.

April 2, 2020
The Nightview Team

Investor Letters

Q4 2019

We closed out 2019 on a strong note, and that strength has continued into 2020.

January 2, 2020
The Nightview Team

Investor Letters

Q3 2019

While the stock quotes for several of our core businesses have been getting pushed around by the public markets, we view their long-term fundamentals as healthy and growing.

September 2, 2019
The Nightview Team

Investor Letters

Q2 2019

While it was a tough quarter on paper, we continue to like our positioning for the long-term and have made no major changes.

June 2, 2019
The Nightview Team

Investor Letters

Q1 2019

I’ve said it before, and I’ll say it again: I believe it’s a fantastic time be an investor.

April 2, 2019
The Nightview Team

Investor Letters

Q4 2018

While I’m happy with our performance in 2018, I believe there’s ample opportunity ahead—and I’m incredibly excited for the coming decade.

January 2, 2019
The Nightview Team

Investor Letters

Q3 2018

Both in life and in investing, it is often easier to be negative than to be positive.

September 2, 2018
The Nightview Team

Investor Letters

Q2 2018

The American satirist Mark Twain once quipped, “The reports of my death are greatly exaggerated.” I believe Tesla is in a similar situation.

June 2, 2018
The Nightview Team

Investor Letters

Q1 2018

If you’ll give me a few moments of your time, I’d like to share with you some insights and ideas about the market over the last few months and our strategy over the years to come. In short, these are exciting times for us at Nightview Capital—and the amazing part is that I feel like we’re just getting started.

April 2, 2018
The Nightview Team

Investor Letters

Q4 2017

The Fund has been positive since inception (3/1/2017) of this year, however, was down slightly in Q4. The long positions contributed positively for the quarter and the fund’s performance was partially limited by a negative contribution from the short book and a mixed combination from the options portfolio.

January 2, 2018
The Nightview Team

Sign up to receive THE NIGHTCRAWLER

Our weekly newsletter written by Eric Markowitz, Nightview Capital’s Managing Partner.

© 2024 Nightview Capital LLC.

Terms of Use

Privacy Disclosures and Cookie Notice

Sign Up For

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.