rowanstreet
Rowan Street commentary for the year ended December 31, 2021. Q4 2021 hedge fund letters, conferences and more “Nobody buys a farm based on whether they think its going to rain next year. They buy because they think its a good investment over 10 or 15 years. It’s the same with stocks. Think of stocks as a part ownership of a business. It’s not that complicated.” - Warren Buffett Dear Partners, I think we can all agree that since the pandemic started in the beginning of 2020, it has been a very challenging operating environment for most businesses, and the stock market has had a very difficult ...
ValueWalk
Hidden Value Stocks issue for the third quarter ended September 30, 2020, featuring an interview with Rowan Street Capital’s Alex Kopelevich explaining why he sold his position in Box Inc (NYSE:BOX).Q2 2020 hedge fund letters, conferences and moreRowan Street Capital's Alex Kopelevich On Why He Sold Box IncThe September 2019 issue also featured an interview with Alex Kopelevich, the founder of Roward Street Capital, who liked the outlook for Box Inc (BOX). However, he decided to sell his investment in the company back in December 2019. We recently asked him to explain why:“Looking for so-calle...
ValueWalk
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