Join date: Feb 1, 2020
Aug 15, 2022 ∙ 6 min
Rowan Street August 2022 Update
Business update on Spotify, Meta Platforms, Trade Desk, Topicus and Shopify.
Jul 20, 2022 ∙ 27 min
Rowan Street 1H 2022 Letter
Mental attitude toward stock market fluctuations. Business fundamentals vs. the stock (Spotify, Meta). The story of Peloton.
Jun 28, 2022 ∙ 16 min
The Next Chapter for Rowan Street
Who we are. Why we do what we do? Power of compounding vs. Human Nature.