Articles

Articles

Q&A with Nick Hanuaer

“Stock buybacks are very nefarious things. They are a practice that creates no social or economic utility, other than enriching the super rich.”

Q&A with William Lazonick

“The power of what I call the ‘value extractors’ has become greater and greater.”

Why General Motors Has Already Lost to Tesla

The numbers tell the story: In the five years from 2012 to 2016, GM spent $16.8 billion on stock buybacks.

The Historical Significance Of Tesla’s Gigafactory

Deep in the Nevada hinterlands, under the scorching desert sun, Elon Musk is quietly building a $5 billion, 5.8 million square foot battery plant that will forever change the auto industry.

Mainframes Are Dirty, The Cloud Is Clean

James Hamilton, Amazon's (AMZN) cloud guru, spoke on stage at the company's annual ReInvent conference in Las Vegas to break the news about the company's path towards sustainability. Hamilton said that Amazon Web Services is vying to have all of its data centers running on 100 percent on renewable energy.

Re-Examining Investing Dogmas: The Case For Active Management

As Howard Marks famously observed, investors must “dare to be great.”

How to Fix Executive Compensation and CEO Pay in Corporate America

The fact is, CEO compensation has gone completely haywire.

Why It’s a Great Time To Be A Stock Picker

Everything is up for grabs.

Amazon Is Killing Its Competition In The Cloud

"Death to the mainframe," says Amazon's James Hamilton.

Danger Signs: 4 Things to Investigate Before Investing in A Public Tech Company

Accounting is a slippery beast.

Sign up to receive THE NIGHTCRAWLER

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

You are now leaving the Nightview Capital site and entering The Nightview Fund [ NITE ] site.

Enter your email address to download the Fact Sheet