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Join date: Feb 1, 2020
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Oct 15, 2023
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11 min
Rowan Street Q3 2023 Letter
Meta Platforms (META) — a $550 billion rebound in market cap in less than a year.
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Jul 11, 2023
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10 min
Rowan Street 1H 2023 Letter
Contributors to our outperformance. Alignment of interests. Biggest lesson learned since starting the fund. Thoughts on portfolio turnover.
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Apr 11, 2023
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15 min
Rowan Street Q1 2023 Letter
Update on our top holdings: SPOT, META and TTD.
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Alex Kopel
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