Rowan Street Q2 2024 Letter
Performance review, top 5 holdings, portfolio update.
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May 210 min
Rowan Street Q1 2024 Letter
Our 9-Year Performance History; Learning from Our Past Mistakes; Updating Our Investment Principles.
Jan 2416 min
Rowan Street 2023 Year-End Letter
What did we do right in 2023? New position. Portfolio Update.
Oct 15, 202310 min
Rowan Street Q3 2023 Letter
Meta Platforms (META) — a $550 billion rebound in market cap in less than a year.
Jul 11, 202310 min
Rowan Street 1H 2023 Letter
Contributors to our outperformance. Alignment of interests. Biggest lesson learned since starting the fund. Thoughts on portfolio turnover.
Apr 11, 202315 min
Rowan Street Q1 2023 Letter
Update on our top holdings: SPOT, META and TTD.
Jan 17, 202317 min
Rowan Street 2022 Year End Letter
Mr. Market’s consensus narrative in 2020/21 vs. 2022.
Spotify (SPOT) is selling for $15 billion; does this make any sense?
Nov 2, 202212 min
Does a $750 billion decline in Meta’s market cap make sense?
Long-term vision collides with near-term fear.
Oct 11, 20228 min
Rowan Street Q3 2022 Letter
Cash vs. staying invested in stocks. Ultimate question: What is my investment horizon?
Sale of DocuSign (DOCU).
Aug 15, 20226 min
Rowan Street August 2022 Update
Business update on Spotify, Meta Platforms, Trade Desk, Topicus and Shopify.
Jul 20, 202227 min
Rowan Street 1H 2022 Letter
Mental attitude toward stock market fluctuations. Business fundamentals vs. the stock (Spotify, Meta). The story of Peloton.
Jun 28, 202216 min
The Next Chapter for Rowan Street
Who we are. Why we do what we do? Power of compounding vs. Human Nature.
Apr 16, 20229 min
Rowan Street Q1 2022 Letter
Be greedy when everyone else is fearful.
Jan 21, 202213 min
Rowan Street 2021 Year-End Letter
Thinking like business owners
Oct 11, 202112 min
Rowan Street Q3 2021 Letter
Fishing In Our Own Pond
Jul 26, 202114 min
Rowan Street H1 2021 Letter
Revisiting our Spotify (SPOT) investment thesis. Facebook (FB) hits a trillion dollar valuation.
Jan 18, 202111 min
Rowan Street 2020 Year-End Letter
The Rowan Street story. Evolution of our investment approach
Oct 29, 202011 min
Rowan Street Q3 2020 Letter
Alibaba (BABA) Investment Thesis.
Jul 9, 202015 min
Rowan Street Q2 2020 Letter
Spotify Investment Thesis.
Volatility and Market Timing.
Our Investment Process.
Mar 31, 20206 min
Rowan Street Q1 2020 Letter
What would you do if the stock market shut down for the next 5 years?
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