The Nightcrawler

The Nightcrawler

Issue #34

A new framework for improving investment decisions; A potential 10x force on Spotify: Web3; The man behind Meta

Issue #33

Audio's next frontier: personalization and location-based advertising; Electrify everything—it's more efficient!; Bill Miller lets others do the worrying for him

Issue #32

Tesla: It's just the beginning; Can "a culture of writing" make companies more innovative?; Challenging the herd mentality of the endowment investment approach

Issue #31

The biggest investing mistake; The trillion-dollar audio opportunity; The carbon capture question

Issue #30

Myths of the energy transition—scarcity vs. overabundance; "The line between visionary genius and batshit crazy is not always clear"; Aggregating marginal gains at scale

Issue #29

Everything is a probability-adjusted bet; When price and value diverge, opportunity exists; Is lab-grown meat our salvation—or an expensive distraction?

Issue #28

Airbnb is enabling a future of 'jurisdictional arbitrage' in housing; The search for a better battery; The long-term implications of the rapid pace of technological change

Issue #27

"The value of what you are building is the sum of all the problems that you solve" - Daniel Ek; The Contrarian: An inquiry into Peter Thiel; The quest to genetically resurrect the woolly mammoths

Issue #26

Behind the scenes at Worm Capital (my conversation with The Motley Fool); What the expected value of a 3-point shot in basketball can tell us about portfolio construction; Gradually, then suddenly: investing in the exponential era

Issue #25

What happens when everything—and everyone—is connected?; Can company culture be predictive of stock market returns?; Scott Malpass on identifying winners, dealing with ego vs. curiosity, and long-term investing [podcast]

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

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