Jan 2316 minRowan Street 2023 Year-End LetterWhat did we do right in 2023? New position. Portfolio Update.
Oct 14, 202310 minRowan Street Q3 2023 LetterMeta Platforms (META) — a $550 billion rebound in market cap in less than a year.
Jul 11, 202310 minRowan Street 1H 2023 LetterContributors to our outperformance. Alignment of interests. Biggest lesson learned since starting the fund. Thoughts on portfolio turnover.
Jan 17, 202317 minRowan Street 2022 Year End LetterMr. Market’s consensus narrative in 2020/21 vs. 2022. Spotify (SPOT) is selling for $15 billion; does this make any sense?