top of page
Rowan Street Q4 2016 Letter
The next 5 years for Rowan Street Capital. PRA Group Investment Thesis.
Feb 15, 20178 min read
Rowan Street Q3 2016 Letter
Sold Dicks Sporting Goods (DKS). Sold Cimpress (CMPR).
Oct 25, 20165 min read
Rowan Street Q2 2016 Letter
Brexit. Three basic choices available to investors. Merger Arbitrage.
Jul 29, 20167 min read
Rowan Street Q1 2016 Letter
The Importance of Margin of Safety.
Apr 26, 20165 min read
Rowan Street 2015 Year-End Letter
Four Phases of a Typical Equity Cycle.
Jan 18, 20166 min read
Rowan Street Q3 2015 Letter
A Short History of Financial Euphoria.
Oct 27, 20158 min read
Rowan Street Q2 2015 Letter
Berkshire announces acquisition of our top holding - Precision Castparts.
Jul 28, 20154 min read
First Letter to Partners
Our investment approach and long-term vision for Rowan Street. Precision Castparts investment thesis.
Apr 30, 20156 min read
bottom of page