Letters by company

Adyen NV

1 letter discussing ADYEY. Everything written about it on this site is on its ticker page.

Rowan Street Capital Rowan Street Q2 2025 Letter Rowan Street Capital argues that holding Meta Platforms and Spotify through severe drawdowns, rather than trading around sentiment, reflects its edge in backing durable businesses. The portfolio also includes Netflix, The Trade Desk, Topicus, Shopify, Adyen and Dino Polska, while the firm says AI will not replace investor temperament and patience. The first half of 2025 +20.1% META $1.4TSPOT $110BADYEY $39BDNOPF $9.2B