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Research & Insights

Research & Insights

Articles

Q&A with Steven Clifford

“This is a very corrupt system and it is based on assumptions that are indefensible. It stuns me that no board has really taken this on.”

September 28, 2017
The Nightview Team

Articles

Q&A with Tony Seba

“What most analysts fail to see is that disruptions usually happen because of a convergence of a combination of technology and business model innovations—not just one technology.”

September 15, 2017
The Nightview Team

Articles

2017: The Renewable Energy Revolution: A Longterm Outlook For Investors

An overview: The shift is real, and it’s happening faster than you realize

August 17, 2017
The Nightview Team

Articles

Q&A with Robert Ayres and Michael Olenick

“What that tells me is that the corporate R&D was once a major driver of economic growth. And cutting R&D can lead to a slowdown in growth. This is really important to understand.”

August 9, 2017
The Nightview Team

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.”

July 10, 2017
The Nightview Team

Articles

Q&A with William Lazonick

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

June 21, 2017
The Nightview Team

Articles

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.

March 17, 2017
The Nightview Team

Articles

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.

February 17, 2017
The Nightview Team

Articles

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.

February 8, 2017
The Nightview Team

Articles

Re-Examining Investing Dogmas: The Case For Active Management

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

January 27, 2017
The Nightview Team

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