Apr 28, 20196 minRowan Street Q1 2019 LetterVolatility and how to think about it? Why we would sell a position?
Jan 31, 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 27, 201810 minRowan Street Q3 2018 LetterWhy we sold Chipotle, Tractor Supply and Gilead Sciences. Our view on the macroeconomic worries.