The Nightcrawler

The Nightcrawler

Could the disruptor become the savior?; The enduring value of persistence 

Time arbitrage—and the importance of compounding; The revenge of the stock picker

The neuroscience of uncertainty; Long live the movie theater 

From the archives: price vs. value; Physical realities of the clean energy revolution

Welcome to The Nightcrawler, a weekly collection of thought-provoking articles and analysis on technology, innovation, and long-term investing. 

Inside the Rolex origin story; Market concentration vs. diversification

How to focus on the signal; Is Google the “Apple of AI”?

Mastery as a lifelong journey; Good decisions are enabled by multidisciplinary thinking 

“The caterpillar does all the work, but the butterfly gets all the publicity.” ― George Carlin

Intellectual compounding over a lifetime; Luck vs. skill in investing

The enduring value of curiosity

Issue #136 of The Nightcrawler

Where the human brain (still) has an edge over AI

Issue #135 of The Nightcrawler

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

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