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Article Feature: Dominick D’Angelo in the Real Deal
Article Feature: Dominick D’Angelo in the Real Deal O’Keefe Stevens Advisory’s Director of Research, Dominick D’Angelo, CFA®, was recently featured […]
by
Dominick D'Angelo
on
Jun 5
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Quarterly Investor Letter Q1 2024
April 25, 2024 Quarterly Investor Letter Q1 2024 A Welcome Surprise After discussing Graftech’s (EAF) challenges throughout 2022 and 2023, […]
by
Dominick D'Angelo
on
Apr 25
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Quarterly Investor Letter Q4 2023
Quarterly Investor Letter Q4 2023 January 24th, 2024 2023 was an eventful year, with our largest position, Nvidia (NVDA), appreciating […]
by
Dominick D'Angelo
on
Jan 24
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Quarterly Investor Letter Q3 2023
Quarterly Investor Letter Q3 2023 Author: Dominick D’Angelo The End of an EraLike the Undertaker’s undefeated streak at Wrestlemania (21-0 […]
by
Dominick D'Angelo
on
Nov 13
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Quarterly Investor Letter Q2 2023
Quarterly Investor Letter Q2 2023 Author: Dominick D’Angelo Same Story, Different Year Tech dominated the first half of 2023, with […]
by
Dominick D'Angelo
on
Jul 18
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Quarterly Investor Letter Q1 2023
Quarterly Investor Letter Q1 2023 Author: Dominick D’Angelo Banking – A Commodity Business Without the Upside Not surprisingly, our focus […]
by
Dominick D'Angelo
on
May 5
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Quarterly Investor Letter Q4 2022
Quarterly Investor Letter Q4 2022 Quarterly Investor Letter Q4 2022 Author: Dominick D’Angelo Lessons From 2022 The market and our […]
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Dominick D'Angelo
on
Jan 18
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Quarterly Investor Letter Q3 2022
Quarterly Investor Letter Q3 2022 Quarterly Investor Letter Q3 2022 Author: Dominick D’Angelo What a Difference a Year Makes Entering […]
by
Dominick D'Angelo
on
Oct 26
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Quarterly Investor Letter Q2 2022
Quarterly Investor Letter Q2 2022 Quarterly Investor Letter Q2 2022 Author: Dominick D’Angelo Follow Up – Management Incentives Our Q1 […]
by
Dominick D'Angelo
on
Jul 26
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Quarterly Investor Letter Q1 2022
Quarterly Investor Letter Q1 2022 Author: Dominick D’Angelo Recent Thoughts – Management Incentives What should an investor in a company […]
by
Dominick D'Angelo
on
Apr 18
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