Jul 26, 202114 minRowan Street H1 2021 LetterRevisiting our Spotify (SPOT) investment thesis. Facebook (FB) hits a trillion dollar valuation.
Jan 19, 202111 minRowan Street 2020 Year-End LetterThe Rowan Street story. Evolution of our investment approach
Jul 9, 202015 minRowan Street Q2 2020 LetterSpotify Investment Thesis. Volatility and Market Timing. Our Investment Process.
Mar 31, 20206 minRowan Street Q1 2020 LetterWhat would you do if the stock market shut down for the next 5 years?
Jan 23, 20209 minRowan Street 2019 Year-end LetterAlibaba - taking advantage of the trade war headlines. Investment in Facebook and Tencent. Why we sold Under Armour?
Apr 29, 20196 minRowan Street Q1 2019 LetterVolatility and how to think about it? Why we would sell a position?
Feb 1, 20197 minRowan Street Q4 2018 LetterHow our 2017 investments played out in 2018. Our behavior during the market’s second worst December since 1931.
Oct 28, 201810 minRowan Street Q3 2018 LetterWhy we sold Chipotle, Tractor Supply and Gilead Sciences. Our view on the macroeconomic worries.
Feb 18, 201811 minRowan Street Q4 2017 LetterRelative-performance vs. Absolute-performance orientation. Under Armour (UA) investment thesis.
Aug 8, 20177 minRowan Street Q2 2017 LetterAdmitting mistakes: selling Priceline and Bank of America.