The Nightcrawler

The Nightcrawler

Issue #46

The importance (and discomfort) of avoiding the herd ; "Embracing your funk" is the only path to outperformance; The neuroscience of pressure

Issue #45

Time horizons are everything in this game; What an animal’s metabolic rate tells us about growth companies; A re-rating in multiples is healthy: It's a good setup

Issue #44

Investing is the discipline of "relative selection"; "The bottoms up fundamental investor is basically irrelevant in... the daily movement of stock prices"; Disrupting the hedge fund model — a chat with the Good Soil guys

Issue #43

"The ghost of higher inflation and interest rates is scaring many out of valuable positions”; Missing out on the winner in a winner-take-all game (i.e. errors of omission); Our view of the decade ahead

Issue #42

Your attention span was stolen; Christopher Tsai on compounding knowledge, the mental mindset of a long-term investor, and drawing inspiration from art; China in 2021 (and 2022): Dan Wang's year-in-review

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