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The Mentor I Never Met: A Personal Tribute to Warren Buffett
Warren Buffett has been the single greatest influence on my investing journey. As he steps away from writing his annual letter and from his role at Berkshire, I felt compelled to write a personal tribute to the man who quietly shaped the course of my life.
Nov 153 min read


Tesla’s 2025 CEO Performance Award: Aligning Vision, Execution & Shareholder Value
In business — as in life — incentives drive behavior. Get them wrong, and you get mediocrity. Get them right, and you get Tesla.
Nov 48 min read


Rowan Street Q3 2025 Letter
From Good to Great: Why We Reallocated from Spotify to Tesla
Oct 2715 min read


Rowan Street Q2 2025 Letter
10-Year Performance Review; Holding a Multi-bagger in a Portfolio; Where Our Edge Lies
Jul 127 min read


10-Year Anniversary Letter: The Rowan Street Story
This letter is our story. It’s about the lessons that shaped us, the principles we live by, and the path we’re charting for the decades ahead.
Apr 1621 min read
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