Akorn (AKRX) Acquisition.

The next 5 years for Rowan Street Capital. PRA Group Investment Thesis.

Sold Dicks Sporting Goods (DKS). Sold Cimpress (CMPR).

Brexit. Three basic choices available to investors. Merger Arbitrage.

The Importance of Margin of Safety.

Four Phases of a Typical Equity Cycle.

A Short History of Financial Euphoria.

Berkshire announces acquisition of our top holding - Precision Castparts.

Our investment approach and long-term vision for Rowan Street. Precision Castparts investment thesis.