Read our 2024 Annual Letter: Investing Through the Next Industrial Revolution "Artificial intelligence, much like electricity in its infancy, is evolving from impressive demonstrations into something foundational to modern business." nightviewcapital.com/2024-annual-le…

Our Portfolio Manager Daniel Crowley, CFA discussed his views on $AMZN, $TSLA, and $BABA this morning on BNN Bloomberg. Topics discussed: - $AMZN moat and continued growth - $BABA AI progress and expanding cloud business - $TSLA real-world AI is coming bnnbloomberg.ca/video/shows/th…

This week in The Nightcrawler, some excellent work via Big Think -@zoescaman on the rising value of community -Albert Wenger 🌎🔥⌛ on energy and progress -Sequoia Capital on the stochastic mindset -Christopher Tsai annual letter (quote below) -Rihard Jarc reflects on DeepSeek implications

Watch our Portfolio Manager Daniel Crowley, CFA discuss his thesis on $META with Nicole Petallides on Schwab Network "We haven't seen any real dramatic shift in a computing platform since the iPhone in 2007. META is making progress, especially on the AR side."

Zoom out. For long-term shareholders, we believe volatility can create opportunities for those with conviction and confidence. Read Arne Alsin on investing in $TSLA — and why he's bullish about the future. nightviewcapital.com/confessions-of…

🤑 $DKNG $MGM $WYNN 🤑 CFRA Research's Zach Warring & Nightview Capital's Dan Crowley assess the outlook for gambling stocks post-earnings with Nicole Petallides:

Watch our Portfolio Manager Daniel Crowley, CFA discuss his views on the gaming sector with Nicole Petallides on Schwab Network schwabnetwork.com/video/360-roun…

Today in London, I toured the 336-year-old Lloyd’s of London, the world’s oldest insurance marketplace. It was founded in in 1689 in a coffee shop. Still very much humming today. Very cool experience - a few takeaways below

Why I’m Optimistic About the Market Markets test conviction. Always have. Always will. Right now? Pessimism is everywhere—inflation, rates, war, tariffs. A hundred reasons to sell. I don’t buy it. After 40 years in this game, one truth holds: I believe progress wins, fear

Our founder and CIO Arne Alsin shared 3 reasons he's optimistic about the market. Read it here: nightviewcapital.com/why-im-optimis…

The Gold Mine Metaphor: Tesla $TSLA In my mind, owning shares of Tesla is like owning shares in a gold mine—it’s about long-term value, not short-term earnings. It’s a working capital project. The heavy capex is spent, and now it’s time to reap the rewards. We’ve committed both

"The Secret Weapon of Great Investors" - read a new essay from Arne Alsin on volatility, compounding, and the importance of patience as a long-term investor. nightviewcapital.com/the-secret-wea…

My business partner Daniel Crowley, CFA will be going across China for a research trip this summer, meeting with local autonomous EV makers and robotics companies. If anyone is local and would like to meet with him — please DM. Thanks!

This week, we published our longform deep-dive on Amazon AI, robotics, and automation. It’s based on countless interviews, extensive firsthand research, and in-person site visits. And it’s one of the more mind-blowing stories I’ve ever worked on.

Q2 2025 Investor Letter: Zoom Out—A View From the Edge of Transformation Three emergent themes shaping the decade ahead: Chinese innovation, autonomous transport, and intelligent automation. nightviewcapital.com/q2-2025-invest…