Eric Markowitz

Eric Markowitz is the Director of Research at Worm Capital, LLC, where he leads the firm's research efforts with a focus on identifying long-term opportunities driven by technological disruption. As Director of Research, he oversees the analysis and mapping of new industries, evaluates emerging technologies, and breaks down potential investment targets to understand key business drivers. Worm Capital’s strategy is defined by a concentrated, long-only approach, investing in sectors characterized by complex and rapidly changing dynamics, particularly within technology and disruptive innovation.

Markowitz’s expertise spans high-growth technology companies and sectors impacted by transformation, such as automation, robotics, and digital platforms. He has been instrumental in Worm Capital’s significant positions in companies like Tesla, Amazon, and Spotify, demonstrating a deep understanding of scalable business models, founder-led organizations, and market winners with strong network effects.

Before joining Worm Capital, Markowitz was an award-winning investigative business journalist, contributing to leading publications including Inc., The New Yorker, and Newsweek. He holds a BA in Journalism from New York University with a specialization in business reporting. Markowitz’s background as a journalist and business analyst enhances his unique qualitative approach to investment research, setting him apart in the field of equity investing in disruptive sectors.