Research & Insights

Research & Insights


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Visualizing the brain, NVIDIA-powered robots, and more

Welcome to Nightpixels, a data-driven visual blog about investing, business, and technology.

The link between music and business

The link between music and business

Issue #128

Implicit vs. explicit conviction

Issue #127

Using slow productivity to produce exceptional work

What Investigative Journalism Taught Me About Investing

Fact-checking is essential. Detective work is table stakes. Skepticism ensures survival. My favorite journalism credo is this: “If your mother says she loves you, check it out.”

Winners of the AI boom

Winners of the AI boom

How AI could fuel hyperscaler profits for a decade (or more)

A combination of open software tools, a renaissance in chip design, and overall data center optimization will lower the cost structure of hyperscalers, improving profitability over time.

Issue #125

The good news is, anyone can (re)learn to be more systematically curious in all areas of their lives.

Issue #124

This week I wrote a short essay about a simple question: how does one come up with good ideas?

How to Generate Good Ideas

Idea generation, in the investment business, has always been something of a dark art. Some managers prefer stringent quantitative screens to generate ideas. Others keep a narrow band of expertise and choose only to invest in particular niches. Then there are the generalists, who simply hunt in open territory for the best ideas. Each specialization requires specific frameworks to be successful, but the point is this: idea generation has always been—and will always be—part art, and part science.

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