Rowan Street 1H 2023 Letter
Contributors to our outperformance. Alignment of interests. Biggest lesson learned since starting the fund. Thoughts on portfolio turnover.
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- Apr 11
- 15 min
Rowan Street Q1 2023 Letter
Update on our top holdings: SPOT, META and TTD.
- Jan 18
- 17 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, 2022
- 12 min
Does a $750 billion decline in Meta’s market cap make sense?
Long-term vision collides with near-term fear.
- Oct 11, 2022
- 8 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, 2022
- 6 min
Rowan Street August 2022 Update
Business update on Spotify, Meta Platforms, Trade Desk, Topicus and Shopify.
- Jul 20, 2022
- 27 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, 2022
- 16 min
The Next Chapter for Rowan Street
Who we are. Why we do what we do? Power of compounding vs. Human Nature.
- Apr 16, 2022
- 9 min
Rowan Street Q1 2022 Letter
Be greedy when everyone else is fearful.
- Jan 21, 2022
- 13 min
Rowan Street 2021 Year-End Letter
Thinking like business owners
- Oct 11, 2021
- 12 min
Rowan Street Q3 2021 Letter
Fishing In Our Own Pond
- Jul 26, 2021
- 14 min
Rowan Street H1 2021 Letter
Revisiting our Spotify (SPOT) investment thesis. Facebook (FB) hits a trillion dollar valuation.
- Jan 19, 2021
- 11 min
Rowan Street 2020 Year-End Letter
The Rowan Street story. Evolution of our investment approach
- Oct 29, 2020
- 11 min
Rowan Street Q3 2020 Letter
Alibaba (BABA) Investment Thesis.
- Jul 9, 2020
- 15 min
Rowan Street Q2 2020 Letter
Spotify Investment Thesis.
Volatility and Market Timing.
Our Investment Process.
- Mar 31, 2020
- 6 min
Rowan Street Q1 2020 Letter
What would you do if the stock market shut down for the next 5 years?
- Feb 29, 2020
- 3 min
Market Correction And Coronavirus Scare
Tuning out the noise.
- Jan 23, 2020
- 9 min
Rowan Street 2019 Year-end Letter
Alibaba - taking advantage of the trade war headlines. Investment in Facebook and Tencent. Why we sold Under Armour?
- Sep 10, 2019
- 6 min
Rowan Street Q2 2019 Letter
Chipotle (CMG) Case Study and lessons learned.
- Apr 29, 2019
- 6 min
Rowan Street Q1 2019 Letter
Volatility and how to think about it? Why we would sell a position?
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