Value Hive Podcast Q2 2025 Investor Audibles: Rowan Street, Desert Lion, Minot Light Capital Partners
Aug 1, 2025
Delve into the remarkable performance of investment firms in Q2 2025, especially the impactful strategies of Rowan Street Capital. Discover the resounding success of funds with a 20% increase in early 2025 and gain insights into firm strategies from Meta and Spotify. Learn how to navigate market dislocations by investing in strong companies, even amidst volatility. Reassess investment strategies influenced by mergers, and explore Torrid's unique growth strategy that holds potential for significant stock value appreciation.
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Disciplined Long-Term Investing
- Great long-term returns come from sticking to a disciplined investment process and patience.
- Holding exceptional businesses run by world-class operators leads to powerful compounding over time.
Holding Through Volatility Pays
- Holding multibaggers requires enduring volatility and emotional challenges.
- Rowan Street held Meta and Spotify through severe drawdowns before they became top performers.
Behavior Trumps AI
- AI accelerates information processing but does not change investor psychology like fear and greed.
- The true edge in investing is behavior and temperament, not information access.