Rowan Street Q3 2018 Letter
Why we sold Chipotle, Tractor Supply and Gilead Sciences. Our view on the macroeconomic worries.
top of page
- Jul 24, 2018
- 8 min
Rowan Street Q2 2018 Letter
Revisiting our Under Armour investment thesis.
- Apr 24, 2018
- 4 min
Rowan Street Q1 2018 Letter
10 Player All-Star Team (our sports analogy).
- Feb 18, 2018
- 11 min
Rowan Street Q4 2017 Letter
Relative-performance vs. Absolute-performance orientation. Under Armour (UA) investment thesis.
- Oct 30, 2017
- 3 min
Rowan Street Q3 2017 Letter
Unusual amount of activity in Q3.
- Aug 8, 2017
- 7 min
Rowan Street Q2 2017 Letter
Admitting mistakes: selling Priceline and Bank of America.
- May 15, 2017
- 3 min
Rowan Street Q1 2017 Letter
Akorn (AKRX) Acquisition.
- Feb 15, 2017
- 8 min
Rowan Street Q4 2016 Letter
The next 5 years for Rowan Street Capital. PRA Group Investment Thesis.
- Oct 25, 2016
- 5 min
Rowan Street Q3 2016 Letter
Sold Dicks Sporting Goods (DKS). Sold Cimpress (CMPR).
- Jul 29, 2016
- 7 min
Rowan Street Q2 2016 Letter
Brexit. Three basic choices available to investors. Merger Arbitrage.
- Apr 26, 2016
- 5 min
Rowan Street Q1 2016 Letter
The Importance of Margin of Safety.
- Jan 18, 2016
- 6 min
Rowan Street 2015 Year-End Letter
Four Phases of a Typical Equity Cycle.
- Oct 27, 2015
- 8 min
Rowan Street Q3 2015 Letter
A Short History of Financial Euphoria.
- Jul 28, 2015
- 4 min
Rowan Street Q2 2015 Letter
Berkshire announces acquisition of our top holding - Precision Castparts.
- May 1, 2015
- 6 min
First Letter to Partners
Our investment approach and long-term vision for Rowan Street. Precision Castparts investment thesis.
bottom of page